How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Beta Wealth Group,

13F Portfolio OverlapQ1 2026Beta Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

Beta Wealth Group, Inc. is an institutional investor managing $242M across 112 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 Beta Wealth Group, are Burk, WealthCollab,, Ballast Financial Advisors, with shared positions in $AMN, $DHR, $HUM, $AMD, $SNOW, $BAC. The full ranking of 25 similar funds is below.

#1Burk Holdings LLCPassive

Notable overlap · 7 shared positions

$AMN $DHR $HUM $AMD $SNOW $BAC

$233M

676 positions

#2WealthCollab, LLCPassive

Notable overlap · 5 shared positions

$DHR $AMN $NOW $SNOW $AFRM

$243M

977 positions

#3Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$AMN $DHR $TJX $HUM $MS $BAC

$98M

68 positions

#4RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$AMN $DHR $MS $AMD $NOW $BAC

$296M

80 positions

#5Mission Hills Financial Advisory, LLCActive

Notable overlap · 5 shared positions

$DHR $PDI $SNOW $XYZ $MS

$195M

54 positions

#6Capstone Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $DHR $SO

$143M

50 positions

#7JDH Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $DHR $DIA

$148M

54 positions

#8POINCIANA ADVISORS GROUP, LLCPassive

Notable overlap · 5 shared positions

$AMN $GILD $ANET $SNOW $BAC

$127M

130 positions

#9Torren Management, LLCActive

Notable overlap · 4 shared positions

$AMN $NOW $DHR $TJX

$201M

983 positions

#10Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$AMN $HUM $SNOW $MS

$126M

74 positions

#11Compass Ion Advisors, LLCActive

Notable overlap · 4 shared positions

$DHR $AMN $HUM $MS

$1.0B

279 positions

#12Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$AMN $HUM $SNOW $EMR

$302M

51 positions

#13Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 4 shared positions

$AMN $NOW $SNOW $GILD

$718M

278 positions

#14Private Wealth Management Group, LLCPassive

Notable overlap · 3 shared positions

$AMN $NOW $BAC

$381M

1,426 positions

#15ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 3 shared positions

$AMN $AFRM $NOW

$112M

69 positions

#16ATLas Financial Planning LLCActive

Notable overlap · 4 shared positions

$AMN $DHR $SO $BAC

$112M

69 positions

#17Team Hewins, LLCSmart money

Notable overlap · 3 shared positions

$AMN $HUM $SNOW

$337M

41 positions

#18Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMN $HUM $SNOW

$525M

138 positions

#19ORRSTOWN FINANCIAL SERVICES INCActive

Notable overlap · 4 shared positions

$AMN $SNOW $TJX $AMD

$597M

117 positions

#20Physician Wealth Solutions Inc.Active

Notable overlap · 3 shared positions

$AMN $AMD $SNOW

$242M

45 positions

#21WMG Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $SO $BAC $EMR

$240M

100 positions

#22Pine Harbor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $XYZ $MS $HUM

$334M

102 positions

#23Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $MS

$174M

47 positions

#24Parkshore Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $SNOW $BAC

$299M

69 positions

#25Henrickson Nauta Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $GILD $TJX

$356M

106 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.