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Hedge Funds Similar to BSW Wealth Partners

13F Portfolio OverlapQ1 2026BSW Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

BSW Wealth Partners is an institutional investor managing $899M across 331 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 BSW Wealth Partners are RCS Financial Planning,, Beaird Harris Wealth ,, Hudson Oak Wealth Advisory, with shared positions in $DDOG, $IAU, $AMN, $NOW, $UNIT, $DOV. The full ranking of 25 similar funds is below.

#1RCS Financial Planning, LLCPassive
Notable overlap · 5 shared positions
$DDOG$IAU$AMN$NOW$UNIT
$193M
98 positions
#2Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DDOG$IAU$AMN$UNIT
$1.5B
686 positions
#3Hudson Oak Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$AMN
$115M
52 positions
#4Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$DDOG$IAU$AMN$DOV
$478M
42 positions
#5GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 5 shared positions
$DDOG$IAU$AMN$UNIT$NOW
$212M
87 positions
#6Ackerman Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$DDOG$IAU$DOV$UNIT
$488M
115 positions
#7Yeomans Consulting Group, Inc.
Notable overlap · 4 shared positions
$DDOG$IAU$KO$LRCX
$341M
113 positions
#8Vannoy Advisory Group, Inc.Smart money
Notable overlap · 3 shared positions
$DDOG$IAU$UNIT
$158M
28 positions
#9Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$DDOG$IAU$UNIT
$607M
110 positions
#10REGIMEN WEALTH, LLCActive
Some overlap · 4 shared positions
$DDOG$AMN$KO$IAU
$342M
70 positions
#11Golden Bell Financial Planning LLCActive
Some overlap · 3 shared positions
$DDOG$AMN$DOV
$125M
37 positions
#12Xena Financial Planning, LLCActive
Some overlap · 4 shared positions
$DDOG$NOW$DOV$NU
$89M
33 positions
#13Petersen Hastings Wealth Advisors Inc.Smart money
Some overlap · 5 shared positions
$DDOG$AMN$IAU$DOV$UNIT
$1.1B
81 positions
#14Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$DDOG$AMN$UNIT
$335M
104 positions
#15ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 4 shared positions
$DDOG$IAU$AMN$UNIT
$156M
77 positions
#16Forum Financial Management, LPSmart money
Some overlap · 3 shared positions
$DDOG$IAU$PLTR
$7.1B
331 positions
#17Lutz Financial Services LLCActive
Some overlap · 4 shared positions
$DDOG$AMN$UNIT$DOV
$1.5B
100 positions
#18MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 4 shared positions
$DDOG$AMN$KO$LRCX
$295M
82 positions
#19Sanchez Levi GarrettActive
Some overlap · 3 shared positions
$DDOG$AMN$IAU
$159M
74 positions
#20Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$IAU$LIN
$420M
120 positions
#21Sentinel Dome Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$NOW$UNIT
$105M
29 positions
#22Strathmore Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$DDOG$IAU$PLTR$LRCX$UNIT
$354M
138 positions
#23Allodium Investment Consultants, LLCActive
Some overlap · 3 shared positions
$DDOG$NU$IAU
$209M
52 positions
#24TPG Advisors LLCPassive
Some overlap · 4 shared positions
$DDOG$IAU$AMN$UNIT
$160M
109 positions
#25COOPER/HAIMS ADVISORS, LLCActive
Some overlap · 3 shared positions
$DDOG$IAU$KO
$212M
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.