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Hedge Funds Similar to McNaughton Wealth ,

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

McNaughton Wealth Management, LLC is an institutional investor managing $282M across 75 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 McNaughton Wealth , are Sterling Financial Planning,, Bernardo Wealth Planning, Juno Financial Group, with shared positions in $KKR, $SE, $DDOG, $SCHW, $GMM, $MAR. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$KKR$SE$DDOG$SCHW
$337M
117 positions
#2Bernardo Wealth Planning LLCActive
Some overlap · 3 shared positions
$SE$KKR$DDOG
$511M
129 positions
#3Juno Financial Group LLCActive
Some overlap · 3 shared positions
$SE$KKR$SCHW
$255M
70 positions
#4Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$SE$KKR$SCHW
$90M
65 positions
#5TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$GMM$MAR
$26.0B
702 positions
#6Integrity Wealth Solutions LLCPassive
Some overlap · 6 shared positions
$KKR$GLDM$DDOG$GMM$SE$SCHW
$255M
130 positions
#7ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$GMM
$324M
72 positions
#8CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$GLDM
$107M
50 positions
#9Roan Capital PartnersPassive
Some overlap · 4 shared positions
$SE$GLDM$GMM$DDOG
$108M
77 positions
#10Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$SE$DDOG$GMM$MAR$GLDM
$238M
108 positions
#11My Personal CFO, LLCActive
Some overlap · 4 shared positions
$SE$KKR$MAR$SCHW
$228M
88 positions
#12Shira Ridge Wealth ManagementActive
Some overlap · 4 shared positions
$SE$GLDM$MAR$SCHW
$253M
79 positions
#13Tilson Financial Group, Inc.Active
Some overlap · 5 shared positions
$KKR$DDOG$SE$SCHW$GMM
$333M
79 positions
#14Vermillion Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$KKR$DDOG$MAR$GLDM$SCHW
$255M
1,563 positions
#15Wedmont Private CapitalActive
Some overlap · 3 shared positions
$SE$DDOG$MAR
$3.1B
838 positions
#16VSM Wealth Advisory, LLCPassive
Some overlap · 4 shared positions
$KKR$DDOG$MAR$SCHW
$335M
505 positions
#17Fonville Wealth Management LLCPassive
Some overlap · 5 shared positions
$SE$GMM$KKR$MAR$SCHW
$525M
138 positions
#18THEORY FINANCIAL LLCPassive
Some overlap · 5 shared positions
$SE$DDOG$MAR$GMM$GLDM
$285M
94 positions
#19Cassaday & Co Wealth Management LLCActive
Some overlap · 5 shared positions
$SE$GLDM$GMM$MAR$SCHW
$4.7B
1,361 positions
#20Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KKR$DDOG$MAR$SCHW
$745M
219 positions
#21Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$SE$DDOG$SCHW
$333M
198 positions
#22Oxinas Partners Wealth Management LLCPassive
Some overlap · 3 shared positions
$KKR$SE$MAR
$219M
145 positions
#23Brooklyn FI, LLCActive
Some overlap · 4 shared positions
$SE$DDOG$GMM$SCHW
$476M
78 positions
#24Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$KKR$MAR$GMM$DDOG
$453M
103 positions
#25Jordan Park Group LLCSmart money
Some overlap · 3 shared positions
$SE$DDOG$ICFI
$1.9B
69 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.