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 Moisand Fitzgerald Tamayo,

13F Portfolio OverlapQ1 2026Moisand Fitzgerald Tamayo, portfolio →

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Most similar hedge funds by 13F overlap

Moisand Fitzgerald Tamayo, LLC is an institutional investor managing $1.0B across 537 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 Moisand Fitzgerald Tamayo, are Heritage Financial Services,, Seneschal Advisors,, BetterWealth,, with shared positions in $SNOW, $AMN, $EPAM, $AXP, $WT, $KO. The full ranking of 25 similar funds is below.

#1Heritage Financial Services, LLC

Substantial overlap · 7 shared positions

$SNOW $AMN $EPAM $AXP $WT $KO

$1.2B

126 positions

#2Seneschal Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $IAU $SCHW

$135M

594 positions

#3BetterWealth, LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $AMN $LRCX

$510M

85 positions

#4Frankly Finances, LLCActive

Substantial overlap · 8 shared positions

$SNOW $IAU $AMN $NKE $MKL $SCHW

$110M

64 positions

#5Burk Holdings LLCPassive

Substantial overlap · 6 shared positions

$AMN $IAU $SNOW $NKE $SCHW $WT

$233M

676 positions

#6Holcombe Financial, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $AMN $KO

$170M

49 positions

#7Cauble & Harre Wealth Management, Inc.Passive

Substantial overlap · 3 shared positions

$AMN $IAU $SNOW

$126M

74 positions

#8Arcadia Wealth Management, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $IAU $SNOW

$185M

55 positions

#9Trailhead Planners LLCActive

Substantial overlap · 3 shared positions

$AMN $IAU $NKE

$104M

49 positions

#10True Link Financial Advisors, LLCActive

Substantial overlap · 4 shared positions

$SNOW $NKE $MKL $WT

$1.6B

418 positions

#11Longview Financial Advisors LLCActive

Substantial overlap · 6 shared positions

$SNOW $NKE $SCHW $WT $LRCX $SE

$184M

157 positions

#12BWM Planning, LLCActive

Substantial overlap · 5 shared positions

$AMN $SNOW $NKE $MKL $UNIT

$379M

87 positions

#13Arnold Financial Planning LLCActive

Substantial overlap · 3 shared positions

$SNOW $IAU $HLT

$107M

26 positions

#14Family Investment Center, Inc.Active

Substantial overlap · 5 shared positions

$SNOW $AMN $UNIT $WT $MKL

$520M

91 positions

#15Williams Financial, LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $MKL $WT

$172M

25 positions

#16ACCESS FINANCIAL SERVICES, INC.Active

Substantial overlap · 4 shared positions

$SNOW $LRCX $VLO $KO

$282M

95 positions

#17Burton Enright WelchActive

Substantial overlap · 3 shared positions

$AMN $IAU $SCHW

$736M

134 positions

#18Team Hewins, LLCSmart money

Substantial overlap · 6 shared positions

$AMN $SNOW $NKE $UNIT $WT $TXN

$337M

41 positions

#19Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 4 shared positions

$AMN $IAU $NKE $MKL

$250M

40 positions

#20ACCREDITED INVESTOR SERVICES, LLCSmart money

Substantial overlap · 4 shared positions

$AMN $IAU $UNIT $SE

$156M

77 positions

#21Passive Capital Management, LLC.Active

Substantial overlap · 7 shared positions

$SNOW $AMN $MKL $NKE $SCHW $UNIT

$335M

104 positions

#22Reliant Wealth PlanningActive

Substantial overlap · 3 shared positions

$SNOW $IAU $HLT

$331M

51 positions

#23Pearl Planning LLCActive

Substantial overlap · 3 shared positions

$SNOW $AMN $UNIT

$187M

52 positions

#24BCM ADVISORS, LLCActive

Substantial overlap · 5 shared positions

$SNOW $DE $VLO $WT $KO

$507M

78 positions

#25RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 6 shared positions

$AMN $NKE $IAU $LRCX $SCHW $TXN

$296M

80 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.