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Hedge Funds Similar to Focus Partners Wealth

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

Focus Partners Wealth is an institutional investor managing $89.9B across 2,644 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 Focus Partners Wealth are CASTLE WEALTH, RED LIGHTHOUSE INVESTMENT ,, Burk, with shared positions in $AMN, $NKE, $JHG, $NEE, $MAR, $WT. The full ranking of 25 similar funds is below.

#1CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$AMN$NKE$JHG$NEE$MAR$WT
$309M
132 positions
#2RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$DHR$AMN$NKE$LRCX$MAR$AMD
$296M
80 positions
#3Burk Holdings LLCPassive
Some overlap · 5 shared positions
$DHR$AMN$NKE$AMD$WT
$233M
676 positions
#4Guinness Atkinson Asset Management IncPassive
Some overlap · 6 shared positions
$DHR$TMO$LRCX$ICE$MDLZ$NEE
$200M
123 positions
#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DHR$NKE$NEE$TMO$ICE
$506M
75 positions
#6Approach Retirement Advisors, LLCActive
Some overlap · 5 shared positions
$AMN$NKE$NEE$AMD$TMO
$120M
79 positions
#7AlphaCore Capital LLCPassive
Some overlap · 5 shared positions
$DHR$AMN$JHG$MAR$WT
$4.2B
1,202 positions
#8Mendel Money ManagementPassive
Some overlap · 6 shared positions
$DHR$JHG$TMO$KEYS$PH$LOW
$239M
137 positions
#9Tortoise Investment Management, LLCPassive
Some overlap · 6 shared positions
$AMN$NKE$DHR$WT$NEE$MDLZ
$1.2B
252 positions
#10ProCore Advisors, LLCActive
Some overlap · 5 shared positions
$AMN$NKE$AMD$TMO$LRCX
$65M
73 positions
#11Greater Midwest Financial Group, LLCPassive
Some overlap · 5 shared positions
$AMN$NEE$TMO$AMD$LRCX
$186M
65 positions
#12AssuredPartners Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DHR$JHG$LRCX$NEE$WT
$919M
402 positions
#13VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 7 shared positions
$AMN$JHG$NEE$DHR$TMO$LRCX
$469M
104 positions
#14SOROS CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DHR$NKE$TMO$ICE$LOW
$230M
47 positions
#15COGENT STRATEGIC WEALTH LLCActive
Some overlap · 4 shared positions
$DHR$AMN$NKE$NEE
$97M
56 positions
#16Schubert & CoActive
Some overlap · 4 shared positions
$DHR$AMN$NKE$NEE
$123M
69 positions
#17TOWER BRIDGE ADVISORSPassive
Some overlap · 6 shared positions
$NEE$TMO$LRCX$ICE$PH$LOW
$1.0B
221 positions
#18Kestra Investment Management, LLCActive
Some overlap · 6 shared positions
$NKE$JHG$NEE$WT$AMN$KEYS
$5.8B
439 positions
#19SC&H Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$AMN$NEE$LRCX$DHR$WT
$663M
155 positions
#20InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$DHR$NKE$NEE$APO$LOW
$175M
108 positions
#21FMB WEALTH MANAGEMENTActive
Some overlap · 5 shared positions
$AMN$NKE$LRCX$MAR$NEE
$242M
73 positions
#22Savant Capital, LLCActive
Some overlap · 5 shared positions
$AMN$NKE$NEE$WT$DHR
$20.7B
1,500 positions
#23PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$DHR$TMO$AMD$MAR$ICE
$34.1B
135 positions
#24Bank of MarinPassive
Some overlap · 5 shared positions
$DHR$TMO$AMD$MAR$WT
$137M
135 positions
#25Fjell Capital, LLCPassive
Some overlap · 6 shared positions
$NEE$AMD$DHR$ICE$MAR$LOW
$130M
68 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.