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 Modera Wealth ,

13F Portfolio OverlapQ1 2026Modera Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Modera Wealth Management, LLC is an institutional investor managing $8.3B across 635 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 Modera Wealth , are Wealth Architects,, STUDIO INVESTMENT, ECLECTIC ASSOCIATES /ADV, with shared positions in $HUM, $NKE, $UNIT, $SE, $NEE, $DOV. The full ranking of 25 similar funds is below.

#1Wealth Architects, LLCPassive

Notable overlap · 7 shared positions

$HUM $NKE $UNIT $SE $NEE $DOV

$1.1B

244 positions

#2STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$HUM $UNIT $COP $NEE $AMGN $CTVA

$547M

180 positions

#3ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 6 shared positions

$HUM $NKE $UNIT $SNOW $DDOG $SCHW

$753M

159 positions

#4Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$HUM $UNIT $COP $NEE $DDOG $SCHW

$480M

160 positions

#5Opus Financial Solutions LLCPassive

Notable overlap · 6 shared positions

$HUM $NKE $SNOW $COP $DDOG $SCHW

$106M

103 positions

#6WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$HUM $COP $NEE $SNOW $DDOG $SCHW

$350M

95 positions

#7Aurdan Capital Management, LLCActive

Notable overlap · 5 shared positions

$HUM $NKE $LOW $AMGN $PNC

$333M

88 positions

#8Whitegate Investment Counselors, Inc.Active

Notable overlap · 6 shared positions

$HUM $UNIT $COP $SNOW $CTVA $SCHW

$315M

68 positions

#9PLANNING DIRECTIONS INCActive

Notable overlap · 6 shared positions

$HUM $COP $UNIT $SNOW $DDOG $DOV

$198M

106 positions

#10Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$HUM $COP $SNOW $DDOG $SE $DOV

$109M

1,311 positions

#11Family CFO IncActive

Notable overlap · 4 shared positions

$HUM $NKE $UNIT $SCHW

$223M

41 positions

#12Smith Partners Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $SE $LOW $SNOW $DDOG $SCHW

$112M

76 positions

#13Noble Family Wealth, LLCActive

Notable overlap · 7 shared positions

$HUM $UNIT $SE $SNOW $CTVA $NKE

$484M

76 positions

#14Confluence Wealth Services, Inc.Active

Notable overlap · 5 shared positions

$HUM $NKE $SNOW $COP $NEE

$2.6B

365 positions

#15ASPIRIANT, LLCActive

Notable overlap · 7 shared positions

$HUM $UNIT $DDOG $NKE $CTVA $SCHW

$3.5B

338 positions

#16American Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$HUM $COP $SNOW $SE $CTVA $UNIT

$750M

159 positions

#17Windward Private Wealth Management Inc.Smart money

Notable overlap · 10 shared positions

$HUM $COP $UNIT $SNOW $CTVA $DOV

$289M

44 positions

#18Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$HUM $UNIT $COP $SCHW

$230M

21 positions

#19Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $COP $SCHW

$1.2B

1,060 positions

#20Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $COP $DOV

$98M

68 positions

#21Creekside PartnersPassive

Notable overlap · 6 shared positions

$HUM $UNIT $SE $COP $SCHW $DOV

$243M

183 positions

#22Asset Management Group, Inc.Passive

Notable overlap · 8 shared positions

$HUM $UNIT $COP $SNOW $DDOG $CTVA

$619M

138 positions

#23Stokes Family Office, LLCPassive

Notable overlap · 5 shared positions

$HUM $SE $UNIT $DDOG $DOV

$969M

276 positions

#24Bristlecone Value Partners, LLCPassive

Notable overlap · 5 shared positions

$HUM $LOW $NKE $AMGN $DDOG

$114M

68 positions

#25Juno Financial Group LLCActive

Some overlap · 4 shared positions

$HUM $SE $LOW $SCHW

$255M

70 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.