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 Betterment

13F Portfolio OverlapQ1 2026Betterment portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Betterment LLC is an institutional investor managing $53M across 615 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 Betterment are Brooklyn FI,, MATHER GROUP,, OLIO Financial Planning, with shared positions in $UNIT, $DDOG, $NOW, $CTVA, $MUFG, $GMM. The full ranking of 25 similar funds is below.

#1Brooklyn FI, LLCActive

Some overlap · 7 shared positions

$UNIT $DDOG $NOW $CTVA $MUFG $GMM

$476M

78 positions

#2MATHER GROUP, LLC.Active

Some overlap · 8 shared positions

$UNIT $SNPS $DDOG $NOW $SNOW $WT

$10.0B

1,896 positions

#3OLIO Financial PlanningSmart money

Some overlap · 6 shared positions

$UNIT $NOW $DDOG $MUFG $GMM $BRZE

$361M

72 positions

#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 6 shared positions

$UNIT $SNPS $DDOG $NOW $GMM $WT

$206M

97 positions

#5McAdam, LLCActive

Some overlap · 7 shared positions

$UNIT $NOW $DDOG $CTVA $GMM $SNOW

$2.2B

447 positions

#6RTD Financial Advisors, Inc.Active

Some overlap · 9 shared positions

$UNIT $DDOG $NOW $CTVA $GMM $MUFG

$814M

114 positions

#7K2 Financial Inc.Passive

Some overlap · 7 shared positions

$UNIT $SNPS $DDOG $CTVA $GMM $SNOW

$138M

59 positions

#8DRAVO BAY LLCActive

Some overlap · 6 shared positions

$UNIT $DDOG $SNPS $CTVA $GMM $SNOW

$246M

54 positions

#9Sentinel Dome Partners, LLCActive

Some overlap · 4 shared positions

$UNIT $NOW $DDOG $SNOW

$105M

29 positions

#10Veery Capital, LLCActive

Some overlap · 5 shared positions

$UNIT $SNPS $DDOG $CTVA $SNOW

$326M

96 positions

#11Cambridge Financial Group, LLCPassive

Some overlap · 8 shared positions

$UNIT $NOW $CTVA $GMM $IBIT $HUM

$295M

168 positions

#12Quent Long Short Global Small Cap Fund, LP

Slight overlap · 8 shared positions

$UNIT $NOW $DDOG $MUFG $GMM $SNOW

$1.2B

299 positions

#13Plum Street Advisors, LLCActive

Slight overlap · 8 shared positions

$UNIT $DDOG $MUFG $CTVA $HUM $SNOW

$289M

98 positions

#14TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive

Slight overlap · 8 shared positions

$DDOG $UNIT $NOW $CTVA $MUFG $GMM

$26.0B

702 positions

#15STEVENS CAPITAL PARTNERSPassive

Slight overlap · 6 shared positions

$UNIT $DDOG $CTVA $GMM $SNOW $AMN

$416M

126 positions

#16rebel Financial LLCPassive

Slight overlap · 7 shared positions

$UNIT $NOW $MUFG $SNOW $AMN $WT

$231M

65 positions

#17THEORY FINANCIAL LLCPassive

Slight overlap · 7 shared positions

$UNIT $DDOG $GMM $MUFG $BRZE $WT

$285M

94 positions

#18Pioneer Wealth Management GroupSmart money

Slight overlap · 5 shared positions

$UNIT $NOW $DDOG $HUM $CRM

$357M

50 positions

#19Grey Fox Wealth Advisors, LLCActive

Slight overlap · 7 shared positions

$UNIT $DDOG $CTVA $GMM $HUM $BRZE

$518M

140 positions

#20Wealth Architects, LLCPassive

Slight overlap · 6 shared positions

$UNIT $NOW $CTVA $HUM $AMN $WT

$1.1B

244 positions

#21Prosperity Planning, Inc.Active

Slight overlap · 7 shared positions

$UNIT $DDOG $CTVA $BRZE $SNOW $AMN

$395M

110 positions

#22Donalies Financial Planning, LLCActive

Slight overlap · 7 shared positions

$UNIT $DDOG $GMM $HUM $BRZE $SNOW

$117M

74 positions

#23BROWN WEALTH MANAGEMENT, LLCActive

Slight overlap · 6 shared positions

$SNPS $DDOG $UNIT $CTVA $IBIT $SNOW

$389M

116 positions

#24TME FINANCIAL, INC.Passive

Slight overlap · 7 shared positions

$UNIT $NOW $MUFG $DDOG $IBIT $SNOW

$144M

65 positions

#25RCS Financial Planning, LLCPassive

Slight overlap · 9 shared positions

$NOW $DDOG $UNIT $GMM $BRZE $SNOW

$193M

98 positions

Compare Betterment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Betterment’s holdings

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.