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Hedge Funds Similar to FSA Investment Group

13F Portfolio OverlapQ2 2026FSA Investment Group portfolio →
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Most similar hedge funds by 13F overlap

FSA Investment Group, LLC is an institutional investor managing $308M across 47 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FSA Investment Group are ETF Store, Brendel Financial Advisors, Semus Wealth Partners, with shared positions in $BAR, $O, $PLTR, $NEE, $SO. The full ranking of 21 similar funds is below.

#1ETF Store, Inc.Passive
Notable overlap · 4 shared positions
$BAR$O$PLTR$NEE
$120M
114 positions
#2Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$BAR$PLTR$NEE
$216M
101 positions
#3Semus Wealth Partners LLCActive
Slight overlap · 3 shared positions
$BAR$PLTR$NEE
$207M
111 positions
#4Baugh & Associates, LLCActive
Slight overlap · 3 shared positions
$SO$O$NEE
$226M
42 positions
#5M3 Wealth Management, LLCActive
Slight overlap · 3 shared positions
$SO$O$NEE
$154M
35 positions
#6Core Alternative CapitalPassive
Slight overlap · 3 shared positions
$SO$O$NEE
$334M
201 positions
#7Nicholson Wealth Management Group, LLCPassive
Slight overlap · 3 shared positions
$SO$O$NEE
$170M
111 positions
#8Sculptor Capital LPPassive
Slight overlap · 3 shared positions
$SO$PLTR$NEE
$12.3B
407 positions
#9OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 3 shared positions
$SO$PLTR$NEE
$329M
323 positions
#10FARMERS TRUST CO
Slight overlap · 3 shared positions
$SO$PLTR$NEE
$637M
203 positions
#11PRIMORIS WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$SO$PLTR$NEE
$219M
125 positions
#12SPIREPOINT PRIVATE CLIENT, LLCPassive
Slight overlap · 3 shared positions
$SO$PLTR$NEE
$1.2B
332 positions
#13Arkadios Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$SO$PLTR$NEE
$6.6B
1,765 positions
#14Edgemoor Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$SO$O$NEE
$1.5B
188 positions
#15KINGSWOOD WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$SO$PLTR$NEE
$2.5B
995 positions
#16Kingsman Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$SO$PLTR$NEE
$214M
76 positions
#17Spectrum Wealth Advisory Group, LLCActive
Slight overlap · 3 shared positions
$PLTR$NEE$SO
$351M
543 positions
#18RETIREMENT INCOME SOLUTIONS, INCSmart money
Slight overlap · 3 shared positions
$PLTR$SO$NEE
$581M
172 positions
#19PETERSON WEALTH MANAGEMENTActive
Slight overlap · 3 shared positions
$PLTR$NEE$O
$215M
184 positions
#20THOR TRADING ADVISORS, LLCActive
Slight overlap · 3 shared positions
$SO$NEE$PLTR
$319M
39 positions
#21Wedbush Fund Advisers, LLCActive
Slight overlap · 3 shared positions
$PLTR$SO$NEE
$1.1B
103 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.