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Hedge Funds Similar to Allworth Financial

13F Portfolio OverlapQ1 2026Allworth Financial portfolio →
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Most similar hedge funds by 13F overlap

Allworth Financial LP is an institutional investor managing $24.7B across 5,187 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 Allworth Financial are Fonville Wealth, CUTLER INVESTMENT COUNSEL, Phoenix Wealth Advisors, with shared positions in $SE, $GMM, $KKR, $UNIT, $NEE, $TXN. The full ranking of 25 similar funds is below.

#1Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$SE$GMM$KKR$UNIT
$525M
138 positions
#2CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SE$GMM$NEE$TXN
$971M
146 positions
#3Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$SE$GMM$NEE
$253M
126 positions
#4Roan Capital PartnersPassive
Some overlap · 3 shared positions
$SE$GMM$DHR
$108M
77 positions
#5Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$SE$GMM$UNIT
$476M
78 positions
#6NewEdge Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$GMM$UNIT$KO$TXN
$2.2B
1,217 positions
#7Topel & Distasi Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$GMM$UNIT$NEE
$193M
58 positions
#8Traveka Wealth, LLCPassive
Some overlap · 4 shared positions
$SE$UNIT$DHR$KO
$262M
186 positions
#9Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$SE$UNIT$DHR$KKR
$115M
115 positions
#10Mill Creek Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SE$UNIT$DHR$KKR
$4.9B
260 positions
#11Partnership Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$GMM$NEE
$131M
66 positions
#12Shared Vision Wealth Group LLCActive
Some overlap · 3 shared positions
$SE$UNIT$DHR
$245M
95 positions
#13Bestgate Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$UNIT$NEE$AXP
$55M
45 positions
#14TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 3 shared positions
$SE$GMM$UNIT
$26.0B
702 positions
#15Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$SE$DHR$KKR$KO
$90M
65 positions
#16STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 3 shared positions
$GMM$SE$KO
$113M
82 positions
#17McNaughton Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$GMM$KKR
$242M
70 positions
#18ADE, LLCActive
Some overlap · 4 shared positions
$GMM$SE$DHR$KKR
$209M
86 positions
#19Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$UNIT$NEE
$201M
144 positions
#20Envision Financial Planning, LLCActive
Some overlap · 3 shared positions
$SE$UNIT$NEE
$276M
51 positions
#21AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$SE$GMM$UNIT$KO
$206M
97 positions
#22Integrity Wealth Solutions LLCPassive
Some overlap · 5 shared positions
$GMM$UNIT$KKR$DHR$SE
$255M
130 positions
#23Collier FinancialSmart money
Some overlap · 3 shared positions
$GMM$SE$DHR
$131M
136 positions
#24Juno Financial Group LLCActive
Some overlap · 3 shared positions
$SE$DHR$KKR
$255M
70 positions
#25Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$SE$DHR$KO$TXN
$120M
84 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.