How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to FSB PREMIER WEALTH

13F Portfolio OverlapQ2 2026FSB PREMIER WEALTH portfolio →

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Most similar hedge funds by 13F overlap

FSB PREMIER WEALTH MANAGEMENT, INC. is an institutional investor managing $355M across 257 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 FSB PREMIER WEALTH are Keystone Financial Services, ProVise Group, Tranquilli Financial Advisor, with shared positions in $PM, $BKNG, $SCHW, $ADI, $WFC, $GD. The full ranking of 25 similar funds is below.

#1Keystone Financial ServicesActive

Substantial overlap · 18 shared positions

$PM $BKNG $SCHW $ADI $WFC $GD

$388M

131 positions

#2ProVise Management Group, LLCPassive

Substantial overlap · 18 shared positions

$PM $ADI $SCHW $WFC $BKNG $GD

$1.5B

282 positions

#3Tranquilli Financial Advisor LLCPassive

Substantial overlap · 15 shared positions

$BKNG $PM $SCHW $WFC $BNY $BDX

$186M

135 positions

#4CRUX WEALTH ADVISORSPassive

Notable overlap · 16 shared positions

$BKNG $PM $SCHW $ADI $WFC $GD

$289M

192 positions

#5Meriwether Wealth & Planning, LLCActive

Notable overlap · 15 shared positions

$BKNG $SCHW $GD $COP $BNY $BDX

$202M

122 positions

#6Independence Wealth Advisors, LLCActive

Notable overlap · 14 shared positions

$BKNG $PM $SCHW $ADI $WFC $NVS

$199M

85 positions

#7Voya Financial Advisors, Inc.Smart money

Notable overlap · 15 shared positions

$PM $SCHW $BKNG $WFC $ELV $ADI

$1.1B

208 positions

#8TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 9 shared positions

$PM $BKNG $SCHW $WFC $MDT $BDX

$143M

104 positions

#9SPWM Advisors LLCActive

Notable overlap · 13 shared positions

$BKNG $SCHW $PM $ELV $WFC $BDX

$108M

90 positions

#10CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 12 shared positions

$PM $DE $ADI $GD $SCHW $MDT

$827M

181 positions

#11Oregon Pacific Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$BKNG $SCHW $PM $ADI $ELV $GD

$107M

115 positions

#12Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$PM $GD $COP $UL $MDT $NVS

$10.2B

208 positions

#13Peoples Bank/KSPassive

Notable overlap · 8 shared positions

$ADI $GD $WFC $BNY $ELV $NVS

$103M

98 positions

#14KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 6 shared positions

$PM $SCHW $COP $MDT $UL $MCK

$192M

89 positions

#15Unique Wealth Strategies, LLCPassive

Notable overlap · 11 shared positions

$BKNG $GD $PM $ADI $BNY $ELV

$275M

223 positions

#16AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PM $BNY $MDT $BKNG $ELV $AFL

$745M

184 positions

#17First Eagle Investment Management, LLCActive

Notable overlap · 7 shared positions

$PM $BNY $BKNG $MDT $BDX $CCZ

$59.9B

424 positions

#18Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$DE $GD $ADI $OMC

$214M

33 positions

#19DODGE & COXActive

Notable overlap · 6 shared positions

$BKNG $SCHW $WFC $BNY $CCZ $AON

$191.0B

222 positions

#20Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$DE $WFC $UL $NVS

$465M

29 positions

#21CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 4 shared positions

$DE $SCHW $MDT $BDX

$1.1B

157 positions

#22Canoe Financial LPActive

Notable overlap · 5 shared positions

$PM $DE $ADI $WFC $ELV

$8.1B

110 positions

#23CORDA Investment Management, LLC.Active

Notable overlap · 4 shared positions

$DE $SCHW $BNY $MDT

$1.6B

85 positions

#24CORTLAND ASSOCIATES INC/MOActive

Notable overlap · 5 shared positions

$PM $BKNG $BDX $MCK $DE

$692M

62 positions

#25Patriot Financial Group Insurance Agency, LLCPassive

Notable overlap · 9 shared positions

$PM $WFC $BKNG $SCHW $COP $BDX

$974M

491 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.