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Hedge Funds Similar to EXENCIAL WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026EXENCIAL WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

EXENCIAL WEALTH ADVISORS, LLC is an institutional investor managing $3.2B across 563 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 EXENCIAL WEALTH ADVISORS, are Glass Jacobson Investment Advisors, Cambridge Financial Group,, Donalies Financial Planning,, with shared positions in $NKE, $UNIT, $COP, $NEE, $KKR, $USB. The full ranking of 25 similar funds is below.

#1Glass Jacobson Investment Advisors llcPassive
Notable overlap · 6 shared positions
$NKE$UNIT$COP$NEE$KKR$USB
$290M
607 positions
#2Cambridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$NKE$UNIT$COP$KKR$USB
$295M
168 positions
#3Donalies Financial Planning, LLCActive
Some overlap · 5 shared positions
$NKE$UNIT$NEE$KKR$SCHW
$117M
74 positions
#4Stone Summit Wealth LLCPassive
Some overlap · 5 shared positions
$NKE$COP$UNIT$USB$NEE
$359M
142 positions
#5Disciplined Investments, LLCPassive
Some overlap · 6 shared positions
$NKE$COP$NEE$USB$SCHW$UNIT
$279M
141 positions
#6Apella Capital, LLCActive
Some overlap · 6 shared positions
$NKE$NEE$COP$KKR$USB$UNIT
$6.7B
685 positions
#7Pillar Financial Advisors, LLCActive
Some overlap · 5 shared positions
$NKE$UNIT$COP$USB$TMO
$171M
106 positions
#8Clarity Capital Advisors, LLCActive
Some overlap · 6 shared positions
$COP$UNIT$NKE$KKR$USB$SCHW
$215M
95 positions
#9BluePrint Investing LLCActive
Some overlap · 5 shared positions
$NKE$COP$NEE$USB$SCHW
$126M
26 positions
#10MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$NKE$COP$NEE$USB$UNIT
$634M
106 positions
#11Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$NKE$COP$UNIT$KKR$SCHW
$337M
117 positions
#12MARYLAND CAPITAL ADVISORS INC.
Some overlap · 5 shared positions
$NKE$COP$UNIT$SCHW$NEE
$295M
271 positions
#13BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$NKE$NEE$ICE$HON$TMO$SCHW
$506M
75 positions
#14BlueSky Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$NKE$COP$UNIT$USB$SCHW
$777M
115 positions
#15Sterling Wealth Management, Inc.Active
Some overlap · 5 shared positions
$NKE$UNIT$SCHW$KKR$HON
$364M
112 positions
#16CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 5 shared positions
$NKE$COP$UNIT$KKR$SCHW
$532M
162 positions
#17BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Some overlap · 4 shared positions
$NKE$UNIT$NEE$USB
$174M
32 positions
#18Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 5 shared positions
$NKE$COP$USB$UNIT$SCHW
$5.8B
996 positions
#19HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$COP$NEE$ICE$KKR$USB$HON
$1.5B
477 positions
#20Cherry Tree Wealth Management, LLCPassive
Some overlap · 6 shared positions
$UNIT$COP$KKR$SCHW$NKE$USB
$473M
582 positions
#21TriaGen Wealth Management LLCPassive
Some overlap · 5 shared positions
$UNIT$COP$NEE$CNQ$USB
$366M
171 positions
#22Foster Group, Inc.Active
Some overlap · 5 shared positions
$NKE$UNIT$NEE$COP$USB
$3.4B
284 positions
#23OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$UNIT$COP$NEE$ETN
$311M
318 positions
#24CWC Advisors, LLC.Passive
Some overlap · 5 shared positions
$UNIT$COP$NKE$LHX$USB
$210M
149 positions
#25NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$NKE$NEE$ETN$UNIT$USB
$665M
255 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.