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Hedge Funds Similar to SWAN

13F Portfolio OverlapQ2 2026SWAN portfolio →
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Most similar hedge funds by 13F overlap

SWAN Capital LLC is an institutional investor managing $292M across 580 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 SWAN are Robinswood Financial, BRIGHTON SECURITIES, Shore Point Advisors, with shared positions in $SNPS, $MCD, $MPC, $SO, $OKE, $PLTR. The full ranking of 25 similar funds is below.

#1Robinswood Financial LLCPassive
Substantial overlap · 3 shared positions
$SNPS$MCD$MPC
$324M
72 positions
#2BRIGHTON SECURITIES CORP.Smart money
Notable overlap · 3 shared positions
$SNPS$SO$OKE
$239M
48 positions
#3Shore Point Advisors, LLCActive
Notable overlap · 3 shared positions
$SNPS$PLTR$LOW
$315M
85 positions
#4Talos Eurisko Asset Management LPActive
Notable overlap · 3 shared positions
$SNPS$MSI$NTNX
$703M
25 positions
#5Signature Wealth Management Group
Some overlap · 3 shared positions
$SO$MCD$PFE
$263M
128 positions
#6CAPITAL & PLANNING, LLCActive
Some overlap · 4 shared positions
$SO$MCD$LOW$PLTR
$194M
45 positions
#7LAM GROUP, INC.Active
Some overlap · 6 shared positions
$SNPS$PLTR$ROKU$PFE$MCD$SHOP
$199M
137 positions
#8Navigate Wealth Management, LLCActive
Some overlap · 4 shared positions
$SO$MCD$FDX$LOW
$165M
81 positions
#9Inman Jager Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SO$MCD$PFE$PLTR
$188M
90 positions
#10Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$SNPS$SO$PFE
$510M
228 positions
#11Southern Financial Group, LLCSmart money
Some overlap · 3 shared positions
$SO$PFE$PLTR
$392M
95 positions
#12Breakwater Investment ManagementActive
Some overlap · 3 shared positions
$SNPS$PLTR$LOW
$302M
774 positions
#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$SO$MCD$BLK$KMI$LOW
$203M
58 positions
#14St. Louis Trust CoActive
Some overlap · 3 shared positions
$SO$BLK$MPC
$875M
125 positions
#15Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SNPS$MCD$PLTR
$159M
82 positions
#16Gleason Group, Inc.Active
Some overlap · 4 shared positions
$SO$MCD$BLK$LOW
$1.1B
441 positions
#17Midway Capital Research & ManagementActive
Some overlap · 5 shared positions
$SNPS$MCD$PFE$BLK$SHOP
$118M
50 positions
#18LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SO$MCD$MSI
$1.0B
154 positions
#19DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$SNPS$MCD$SHOP
$379M
41 positions
#20Sunstone Asset Management, L.P.Active
Some overlap · 3 shared positions
$SNPS$NTNX$SHOP
$92M
57 positions
#21Chronos Wealth Management, LLCActive
Some overlap · 3 shared positions
$SO$BLK$KMI
$225M
37 positions
#22WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$SO$MCD$BLK$LOW
$390M
103 positions
#23Welch Group, LLCPassive
Some overlap · 3 shared positions
$SO$MCD$PFE
$2.9B
326 positions
#24OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$SO$MCD$PFE
$2.2B
70 positions
#25Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$SO$MCD$LOW
$108M
52 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.