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 Forvis Mazars Wealth Advisors,

13F Portfolio OverlapQ1 2026Forvis Mazars Wealth Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Forvis Mazars Wealth Advisors, LLC is an institutional investor managing $5.3B across 399 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Forvis Mazars Wealth Advisors, are Triune Financial Partners,, Journey Beyond Wealth,, LAM GROUP,, with shared positions in $MKL, $DHR, $EPAM, $IBM, $NKE, $DDOG. The full ranking of 25 similar funds is below.

#1Triune Financial Partners, LLCSmart money

Notable overlap · 4 shared positions

$MKL $DHR $EPAM $IBM

$421M

47 positions

#2Journey Beyond Wealth, LLCSmart money

Notable overlap · 3 shared positions

$MKL $NKE $DDOG

$116M

29 positions

#3LAM GROUP, INC.Passive

Notable overlap · 5 shared positions

$MKL $SE $NKE $NEE $IBM

$182M

136 positions

#4FC Advisory LLCActive

Notable overlap · 4 shared positions

$MKL $DHR $HUM $DDOG

$342M

115 positions

#5MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$MKL $NEE $DDOG $IBM $LOW

$240M

234 positions

#6Mullooly Asset Management, Inc.Active

Notable overlap · 4 shared positions

$MKL $ORLY $KKR $DDOG

$271M

51 positions

#7Blankinship & Foster, LLCSmart money

Notable overlap · 5 shared positions

$MKL $KKR $DDOG $HUM $IBM

$452M

75 positions

#8Glassman Wealth ServicesSmart money

Notable overlap · 5 shared positions

$MKL $KKR $DDOG $HUM $SE

$736M

187 positions

#9Dunhill Financial, LLCPassive

Notable overlap · 3 shared positions

$MKL $EPAM $HUM

$424M

1,857 positions

#10MilWealth Group LLCSmart money

Notable overlap · 3 shared positions

$MKL $KKR $HUM

$420M

81 positions

#11Hegarty Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $KKR $HUM

$127M

57 positions

#12Compton Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MKL $KLAC $HUM

$449M

85 positions

#13BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$MKL $DDOG $APH

$259M

33 positions

#14Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$MKL $DDOG $HUM

$255M

49 positions

#15CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$MKL $KKR $SE $HUM $DDOG $IBM

$648M

134 positions

#16Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$MKL $KKR $IBM

$325M

57 positions

#17Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$MKL $DHR $KKR $HUM $DDOG

$382M

55 positions

#18Kestra Investment Management, LLCActive

Notable overlap · 4 shared positions

$MKL $NKE $NEE $DDOG

$5.8B

439 positions

#19Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$MKL $DHR $HUM $DDOG

$578M

118 positions

#20BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$MKL $DHR $IBM

$232M

55 positions

#21VERITY Wealth AdvisorsActive

Notable overlap · 4 shared positions

$MKL $DHR $EPAM $NKE

$150M

81 positions

#22Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$MKL $DHR $NKE $DDOG $IBM $LOW

$1.1B

121 positions

#23Archvest Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$MKL $NKE $HUM $IBM

$155M

74 positions

#24Newton One Investments LLCActive

Notable overlap · 7 shared positions

$MKL $DHR $DDOG $EPAM $HUM $KKR

$368M

121 positions

#25Diversified Trust CoActive

Notable overlap · 3 shared positions

$MKL $KLAC $HUM

$5.4B

1,049 positions

Compare Forvis Mazars Wealth Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Forvis Mazars Wealth Advisors,’s holdings

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.