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Hedge Funds Similar to Bernicke Wealth , Ltd.

13F Portfolio OverlapQ2 2026Bernicke Wealth , Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Bernicke Wealth Management, Ltd. is an institutional investor managing $861M across 111 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bernicke Wealth , Ltd. are Park Edge Advisors, BCR Wealth Strategies, Wilson & Boucher, with shared positions in $DOV, $ALPS, $WFC, $LOW, $PEP, $ECL. The full ranking of 25 similar funds is below.

#1Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$ALPS$WFC
$475M
154 positions
#2BCR Wealth Strategies, LLCSmart money
Some overlap · 4 shared positions
$DOV$WFC$LOW$PEP
$356M
32 positions
#3Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$DOV$WFC$LOW$PEP
$170M
121 positions
#4SilverOak Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$ECL$WFC
$777M
126 positions
#5OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$ECL$FAST
$560M
145 positions
#6Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$ECL$XEL
$695M
111 positions
#7Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$WFC$PEP
$174M
176 positions
#8PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$LOW$PEP
$216M
110 positions
#9Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$SPG$PEP
$478M
102 positions
#10Rakuten Investment Management, Inc.Smart money
Some overlap · 3 shared positions
$DOV$PEP$WFC
$34.6B
467 positions
#11MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DOV$ECL$PEP
$1.3B
81 positions
#12Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$DOV$LOW$ECL
$294M
600 positions
#13Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$PEP$FAST
$208M
60 positions
#14WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 3 shared positions
$DOV$WFC$PEP
$405M
169 positions
#15SC&H Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$DOV$LOW$XEL
$754M
160 positions
#16Prudent Man Investment Management, Inc.Smart money
Some overlap · 5 shared positions
$DOV$WFC$LOW$XEL$PEP
$293M
169 positions
#17PARTHENON LLCActive
Some overlap · 3 shared positions
$DOV$FAST$PEP
$962M
133 positions
#18Arbor Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$LOW$WFC
$883M
145 positions
#19MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$DOV$FAST$LOW
$11.5B
1,903 positions
#20Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$LOW$PEP
$208M
86 positions
#21Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$DOV$WFC$LOW$PEP
$222M
152 positions
#22Ridgewood Investments LLCPassive
Some overlap · 3 shared positions
$DOV$LOW$PEP
$267M
208 positions
#23MeadowBrook Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$WFC$PEP
$126M
196 positions
#24TRITONPOINT WEALTH, LLCPassive
Slight overlap · 3 shared positions
$DOV$ECL$PEP
$1.0B
281 positions
#25SHEETS SMITH WEALTH MANAGEMENTPassive
Slight overlap · 5 shared positions
$ECL$ALPS$LOW$SPG$PEP
$1.0B
408 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.