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Hedge Funds Similar to FIDUCIENT ADVISORS

13F Portfolio OverlapQ1 2026FIDUCIENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

FIDUCIENT ADVISORS LLC is an institutional investor managing $765M across 139 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 FIDUCIENT ADVISORS are First Washington, Brindle & Bay Financial Advisors,, Family CFO, with shared positions in $PCAR, $USB, $UBER, $BRZE, $UNIT, $GLDM. The full ranking of 25 similar funds is below.

#1First Washington CORPActive
Notable overlap · 4 shared positions
$PCAR$USB$UBER$BRZE
$353M
50 positions
#2Brindle & Bay Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$USB$UNIT$GLDM$ITW
$163M
67 positions
#3Family CFO IncActive
Notable overlap · 5 shared positions
$USB$UNIT$MKL$BRZE$GLDM
$223M
41 positions
#4Gladwyn Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$USB$UNIT$MKL$MDY
$160M
82 positions
#5Graetz Wealth LLCPassive
Some overlap · 4 shared positions
$USB$GLDM$UNIT$FLEX
$112M
80 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$PCAR$USB$ITW
$184M
32 positions
#7Barry Investment Advisors, LLCActive
Some overlap · 5 shared positions
$USB$UNIT$DOV$ALPS$FLEX
$454M
99 positions
#8Pioneer Wealth Management GroupSmart money
Some overlap · 3 shared positions
$USB$UNIT$MKL
$357M
50 positions
#9Principia Wealth Advisory, LLC
Some overlap · 4 shared positions
$USB$GLDM$UNIT$MKL
$160M
1,015 positions
#10BRANDYWINE OAK PRIVATE WEALTH LLCActive
Some overlap · 4 shared positions
$USB$GLDM$UNIT$BRZE
$1.2B
229 positions
#1125 LLCActive
Some overlap · 3 shared positions
$USB$UNIT$BRZE
$324M
69 positions
#12Capital Advantage, Inc.Active
Some overlap · 3 shared positions
$USB$UNIT$MDY
$765M
145 positions
#13Envision Financial LLCActive
Some overlap · 3 shared positions
$USB$UNIT$ALPS
$186M
46 positions
#14NEPC LLCSmart money
Some overlap · 5 shared positions
$USB$GLDM$DOV$API$BRZE
$5.0B
51 positions
#15Financial Freedom, LLCPassive
Some overlap · 3 shared positions
$USB$UNIT$BRZE
$201M
426 positions
#16Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$USB$UNIT$DOV$BRZE
$313M
119 positions
#17Newton One Investments LLCActive
Some overlap · 6 shared positions
$USB$UNIT$MKL$DOV$AON$MDY
$368M
121 positions
#18Insight Wealth Partners, LLCSmart money
Some overlap · 3 shared positions
$USB$FANG$PCAR
$713M
120 positions
#19CMC Financial GroupActive
Some overlap · 3 shared positions
$USB$GLDM$EPD
$51M
38 positions
#20Passumpsic Savings Bank
Some overlap · 3 shared positions
$USB$UBER$BRZE
$183M
90 positions
#21Bridgewater Advisors Inc.Passive
Some overlap · 4 shared positions
$USB$AON$DOV$GLDM
$1.7B
456 positions
#22Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$USB$GLDM$BRZE
$2.1B
152 positions
#23Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$USB$UNIT$BRZE
$149M
70 positions
#24Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$USB$UNIT$DOV$BRZE
$98M
68 positions
#25NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Some overlap · 4 shared positions
$USB$MKL$BRZE$MDY
$149M
55 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.