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Hedge Funds Similar to Boston Standard Wealth ,

13F Portfolio OverlapQ1 2026Boston Standard Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Boston Standard Wealth Management, LLC is an institutional investor managing $689M across 59 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 Boston Standard Wealth , are OLIO Financial Planning, Values Added Financial, FC Advisory, with shared positions in $MKL, $GMM, $MUFG, $AFRM, $DHR, $DOV. The full ranking of 25 similar funds is below.

#1OLIO Financial PlanningSmart money
Some overlap · 3 shared positions
$MKL$GMM$MUFG
$361M
72 positions
#2Values Added Financial LLCPassive
Some overlap · 3 shared positions
$MKL$GMM$AFRM
$238M
134 positions
#3FC Advisory LLCActive
Some overlap · 5 shared positions
$MKL$DHR$AFRM$GMM$DOV
$342M
115 positions
#4Five Pine Wealth ManagementActive
Some overlap · 4 shared positions
$MKL$AFRM$DOV$SLV
$161M
47 positions
#5Idaho Trust CoPassive
Some overlap · 3 shared positions
$MKL$GMM$DJP
$308M
97 positions
#6SAGE FINANCIAL GROUP INCSmart money
Some overlap · 3 shared positions
$MKL$DHR$MUFG
$1.5B
107 positions
#7Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$MKL$DHR$MU$DOV
$578M
118 positions
#8FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$MKL$DHR$DOV$BA
$133M
121 positions
#9WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$MKL$DHR$AFRM
$1000M
94 positions
#10OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MKL$DHR$DJP
$1.9B
197 positions
#11Oslo Pensjonsforsikring ASPassive
Some overlap · 3 shared positions
$MKL$DHR$MU
$643M
451 positions
#12Luminvest Wealth Management LLCSmart money
Some overlap · 3 shared positions
$MKL$DHR$MU
$382M
55 positions
#13Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$MKL$DHR$DOV
$1.1B
121 positions
#14ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$MKL$DHR$DOV
$381M
68 positions
#15St. Louis Trust CoActive
Some overlap · 3 shared positions
$MKL$DHR$DOV
$856M
145 positions
#16Newton One Investments LLCActive
Some overlap · 3 shared positions
$MKL$DHR$DOV
$368M
121 positions
#17Ballast, Inc.Active
Some overlap · 3 shared positions
$MKL$BA$MU
$432M
133 positions
#18MeadowBrook Investment Advisors LLCPassive
Some overlap · 3 shared positions
$MKL$BA$DOV
$113M
186 positions
#19Lanham O'Dell & Company, Inc.
Some overlap · 3 shared positions
$MKL$DOV$MU
$347M
40 positions
#20Hartmann Taylor Wealth Management, LLCActive
Some overlap · 3 shared positions
$MKL$DOV$SLV
$151M
54 positions
#21Glassman Wealth ServicesSmart money
Some overlap · 3 shared positions
$MKL$GMM$DOV
$736M
187 positions
#22Astoria Strategic Wealth, Inc.Smart money
Some overlap · 4 shared positions
$MKL$DHR$GMM$DOV
$394M
37 positions
#23Optas, LLCPassive
Some overlap · 3 shared positions
$MKL$GMM$MU
$661M
482 positions
#24Upper Left Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$GMM$DJP
$169M
68 positions
#25Charter Oak Capital Management, LLCActive
Some overlap · 4 shared positions
$MKL$AFRM$DHR$DOV
$1.3B
208 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.