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Hedge Funds Similar to TCI Wealth Advisors,

13F Portfolio OverlapQ1 2026TCI Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

TCI Wealth Advisors, Inc. is an institutional investor managing $1.9B across 251 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 TCI Wealth Advisors, are Meritas Wealth ,, CLARIS ADVISORS, / MO /, Three Arch Wealth, with shared positions in $AMN, $NKE, $NEE, $IBM, $DDOG, $SCHW. The full ranking of 25 similar funds is below.

#1Meritas Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$IBM
$221M
60 positions
#2CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$334M
70 positions
#3Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$556M
61 positions
#4Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$DDOG
$1.1B
81 positions
#5KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$IBM
$522M
97 positions
#6HMV Wealth Advisors, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$SCHW
$213M
81 positions
#7McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$119M
65 positions
#8BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$251M
40 positions
#9Capstone Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$T
$143M
50 positions
#10Kane Co Wealth Management, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$DDOG
$119M
51 positions
#11Burk Holdings LLCPassive
Substantial overlap · 5 shared positions
$AMN$NKE$IBM$SCHW$DDOG
$233M
676 positions
#12Trailhead Planners LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$104M
49 positions
#13POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$T
$127M
130 positions
#14Valued Wealth Advisors LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$SCHW$T
$247M
751 positions
#15Generations Wealth, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$103M
29 positions
#16MB Generational Wealth, LLCActive
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$DDOG
$181M
66 positions
#17Beaird Harris Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$SCHW$DDOG
$1.5B
686 positions
#18Meredith Wealth PlanningActive
Substantial overlap · 5 shared positions
$AMN$NEE$NKE$MCD$DDOG
$369M
70 positions
#19SATOVSKY ASSET MANAGEMENT LLCSmart money
Substantial overlap · 4 shared positions
$AMN$NEE$MCD$T
$566M
73 positions
#20Plancorp, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$SCHW
$3.5B
378 positions
#21COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$97M
56 positions
#22RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$296M
80 positions
#23Pacific Asset Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$MCD
$179M
70 positions
#24COWA, LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$IBM$KMB$T
$371M
158 positions
#25Shotwell Rutter Baer IncActive
Substantial overlap · 3 shared positions
$AMN$NKE$IBM
$170M
38 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.