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 Wealth Architects,

13F Portfolio OverlapQ1 2026Wealth Architects, portfolio →

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Most similar hedge funds by 13F overlap

Wealth Architects, LLC is an institutional investor managing $1.1B across 244 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 Wealth Architects, are Ballast Financial Advisors, Foster Group,, ECLECTIC ASSOCIATES /ADV, with shared positions in $HUM, $UNIT, $AMN, $DOV, $NKE, $SE. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $AMN $DOV

$98M

68 positions

#2Foster Group, Inc.Active

Notable overlap · 8 shared positions

$NKE $AMN $UNIT $SE $NEE $RELX

$3.4B

284 positions

#3ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$HUM $NKE $UNIT $PLTR $WT

$753M

159 positions

#4STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $DOV $NEE $CTVA

$547M

180 positions

#5FLYWHEEL PRIVATE WEALTH LLCActive

Notable overlap · 3 shared positions

$HUM $UNIT $AMN

$176M

104 positions

#6LAM GROUP, INC.Passive

Notable overlap · 5 shared positions

$NKE $UNIT $AMN $SE $NEE

$182M

136 positions

#7Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $UNIT $NKE

$223M

41 positions

#8Fusion Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $LRCX $RELX

$371M

104 positions

#9ASPIRIANT, LLCActive

Notable overlap · 7 shared positions

$HUM $UNIT $NKE $CTVA $WT $EPAM

$3.5B

338 positions

#10Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$HUM $NKE $NEE

$2.6B

365 positions

#11Fonville Wealth Management LLCActive

Notable overlap · 7 shared positions

$NKE $AMN $SE $HUM $UNIT $EPAM

$525M

138 positions

#12SB Capital Management Inc

Notable overlap · 7 shared positions

$NKE $DOV $SE $LRCX $NEE $AGQ

$273M

93 positions

#13FIDELITY D & D BANCORP INCActive

Notable overlap · 6 shared positions

$HUM $AMN $AGQ $NEE $WT $UNIT

$249M

107 positions

#14New England Private Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $DOV $AMN $AGQ $WT $EPAM

$866M

194 positions

#15Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 5 shared positions

$NKE $UNIT $HUM $SE $DOV

$111M

63 positions

#16Financially in Tune, LLCActive

Notable overlap · 5 shared positions

$NKE $UNIT $HUM $NOW $WT

$116M

77 positions

#17Stokes Family Office, LLCPassive

Notable overlap · 6 shared positions

$HUM $SE $AMN $UNIT $DOV $LRCX

$969M

276 positions

#18Creekside PartnersPassive

Notable overlap · 4 shared positions

$HUM $UNIT $SE $DOV

$243M

183 positions

#19Noble Family Wealth, LLCActive

Notable overlap · 7 shared positions

$HUM $UNIT $SE $CTVA $WT $NKE

$484M

76 positions

#20Opus Financial Solutions LLCActive

Notable overlap · 3 shared positions

$HUM $NKE $WT

$106M

103 positions

#21Modera Wealth Management, LLCActive

Notable overlap · 7 shared positions

$HUM $NKE $UNIT $SE $NEE $DOV

$8.3B

635 positions

#22Firestone Capital ManagementActive

Notable overlap · 4 shared positions

$HUM $UNIT $NEE $EPAM

$480M

160 positions

#23Vistica Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $DOV $SE $NEE

$100M

49 positions

#24Three Arch Wealth Management LLCActive

Notable overlap · 6 shared positions

$NKE $AMN $UNIT $DOV $NEE $NOW

$556M

61 positions

#25PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$HUM $DOV $UNIT

$198M

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.