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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
$349M
435 positions
#2BRIGHTON SECURITIES CORP.Smart money
Notable overlap · 3 shared positions
$SNPS$SO$OKE
$233M
50 positions
#3Shore Point Advisors, LLCActive
Notable overlap · 3 shared positions
$SNPS$PLTR$LOW
$292M
77 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, LLC
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
$201M
139 positions
#8Navigate Wealth Management, LLCActive
Some overlap · 4 shared positions
$SO$MCD$FDX$LOW
$161M
79 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
$486M
249 positions
#11Southern Financial Group, LLCSmart money
Some overlap · 3 shared positions
$SO$PFE$PLTR
$392M
95 positions
#12Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$SNPS$PLTR$LOW
$294M
600 positions
#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$SO$MCD$BLK$KMI$LOW
$201M
57 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
$158M
100 positions
#16Gleason Group, Inc.Active
Some overlap · 4 shared positions
$SO$MCD$BLK$LOW
$1.1B
449 positions
#17Midway Capital Research & ManagementActive
Some overlap · 5 shared positions
$SNPS$MCD$PFE$BLK$SHOP
$126M
114 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
$351M
45 positions
#20Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$SNPS$NTNX$SHOP
$92M
57 positions
#21Chronos Wealth Management, LLCActive
Some overlap · 3 shared positions
$SO$BLK$KMI
$225M
38 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
$2.7B
54 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.