13F Pro

Hedge Funds Similar to Facet Wealth,

13F Portfolio OverlapQ1 2026Facet Wealth, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Facet Wealth, Inc. is an institutional investor managing $5.8B across 349 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 Facet Wealth, are Cornerstone Financial, WEBSTERROGERS FINANCIAL ADVISORS,, West Financial Advisors,, with shared positions in $USB, $NTRB, $DDOG, $UPST, $UNIT, $HUM. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive
Notable overlap · 6 shared positions
$USB$NTRB$DDOG$UPST$UNIT$HUM
$109M
1,311 positions
#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$USB$DDOG$UPST$BRZE$HUM
$350M
95 positions
#3West Financial Advisors, LLCActive
Some overlap · 6 shared positions
$USB$DDOG$AFRM$UNIT$BRZE$HUM
$589M
193 positions
#4Hassell Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$USB$DDOG$UPST$GMM
$298M
28 positions
#5Financial Futures Ltd Liability Co.Active
Some overlap · 5 shared positions
$USB$SOLV$DDOG$NOW$UNIT
$228M
72 positions
#6AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 7 shared positions
$DDOG$NTRB$USB$GMM$NOW$UNIT
$206M
97 positions
#725 LLCActive
Some overlap · 5 shared positions
$USB$DDOG$UNIT$AFRM$BRZE
$324M
69 positions
#8Newton One Investments LLCActive
Some overlap · 5 shared positions
$USB$DDOG$UNIT$MKL$HUM
$368M
121 positions
#9Luminvest Wealth Management LLCSmart money
Some overlap · 5 shared positions
$USB$DDOG$MKL$BRZE$HUM
$382M
55 positions
#10Divergent Planning, LLC
Some overlap · 3 shared positions
$USB$DDOG$JHG
$392M
36 positions
#11Erickson Financial Group, LLCSmart money
Some overlap · 3 shared positions
$USB$NTRB$DDOG
$160M
25 positions
#12Envision Financial LLCActive
Some overlap · 3 shared positions
$USB$DDOG$UNIT
$186M
46 positions
#13Frisco Financial Planning LLCActive
Some overlap · 3 shared positions
$USB$DDOG$MKL
$133M
29 positions
#14Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$USB$DDOG$HUM
$420M
120 positions
#15Equita Financial Network, Inc.Active
Some overlap · 5 shared positions
$USB$DDOG$NOW$MKL$BRZE
$318M
87 positions
#16McMill Wealth ManagementActive
Some overlap · 4 shared positions
$USB$NTRB$UNIT$CTVA
$376M
58 positions
#17Gladwyn Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$USB$NTRB$UNIT$MKL
$160M
82 positions
#18Topsail Wealth Management, LLCActive
Some overlap · 6 shared positions
$USB$DDOG$UNIT$MKL$BRZE$HUM
$678M
294 positions
#19Causey Wealth LLCPassive
Some overlap · 6 shared positions
$USB$NTRB$UPST$JHG$BRZE$HUM
$236M
81 positions
#20Legacy Edge Advisors, LLCActive
Some overlap · 6 shared positions
$USB$DDOG$NOW$UNIT$GMM$CTVA
$951M
223 positions
#21Farrell Financial LLCPassive
Some overlap · 7 shared positions
$USB$DDOG$AFRM$NOW$MKL$BRZE
$167M
76 positions
#22TAGStone Capital, Inc.Passive
Some overlap · 5 shared positions
$USB$DDOG$GMM$CTVA$HUM
$283M
137 positions
#23Partners in Financial PlanningActive
Some overlap · 6 shared positions
$DDOG$USB$GMM$UNIT$MKL$BRZE
$603M
122 positions
#24Brucke Financial, Inc.Passive
Some overlap · 4 shared positions
$USB$DDOG$UPST$JHG
$197M
166 positions
#25Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$USB$SOLV$UNIT$BRZE$HUM
$98M
68 positions

Compare Facet Wealth,’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 Facet Wealth,’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.