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 Foster Group,

13F Portfolio OverlapQ1 2026Foster Group, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Foster Group, Inc. is an institutional investor managing $3.8B across 318 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 Foster Group, are Petersen Hastings Wealth Advisors, Meritas Wealth ,, Altiora Financial Group,, with shared positions in $NKE, $AMN, $NEE, $DDOG, $SE, $USB. The full ranking of 25 similar funds is below.

#1Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 9 shared positions

$NKE $AMN $NEE $DDOG $SE $USB

$1.1B

81 positions

#2Meritas Wealth Management, LLCActive

Notable overlap · 6 shared positions

$NKE $AMN $NEE $UNIT $PLTR $UPST

$221M

60 positions

#3Altiora Financial Group, LLCActive

Notable overlap · 7 shared positions

$NKE $UPST $NEE $DDOG $SE $COP

$607M

110 positions

#4Disciplined Investments, LLCPassive

Notable overlap · 8 shared positions

$NKE $NEE $UPST $SE $DDOG $UNIT

$279M

141 positions

#5Three Arch Wealth Management LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $NEE $UNIT $DOV

$556M

61 positions

#6Vistica Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$NKE $AMN $NEE $SE $DOV $WFC

$100M

49 positions

#7Belleair Asset Management, LLCPassive

Notable overlap · 6 shared positions

$NKE $NEE $UPST $AMN $SE $DE

$110M

77 positions

#8DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $NEE $UNIT

$249M

92 positions

#9CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 6 shared positions

$NKE $AMN $NEE $UNIT $COP $SE

$334M

70 positions

#10Tillman Hartley LLCActive

Notable overlap · 7 shared positions

$NKE $AMN $UPST $DOV $COP $AXP

$398M

88 positions

#11ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 8 shared positions

$NKE $AMN $RELX $DDOG $NEE $DOV

$158M

125 positions

#12Focus Partners Advisor Solutions, LLCPassive

Notable overlap · 6 shared positions

$NKE $AMN $NEE $UNIT $UPST $COP

$9.9B

1,249 positions

#13McCartney Wealth Management LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $NEE $DOV

$119M

65 positions

#14LAM GROUP, INC.Passive

Notable overlap · 6 shared positions

$NKE $AMN $UNIT $SE $WFC $NEE

$182M

136 positions

#15Beaird Harris Wealth Management, LLCActive

Notable overlap · 6 shared positions

$NKE $AMN $DDOG $UNIT $UPST $USB

$1.5B

686 positions

#16TCI Wealth Advisors, Inc.Active

Notable overlap · 5 shared positions

$NKE $AMN $NEE $DDOG $MCD

$1.9B

251 positions

#17Wealth Architects, LLCPassive

Notable overlap · 8 shared positions

$NKE $AMN $UNIT $SE $NEE $RELX

$1.1B

244 positions

#18COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $NEE $PLTR

$97M

56 positions

#19NORTHWEST WEALTH MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$AMN $NKE $UPST $NEE $UNIT $DE

$665M

255 positions

#20HMV Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $NEE $PLTR

$213M

81 positions

#21DeLarme Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$NKE $AMN $DDOG $UNIT $MCD

$155M

63 positions

#22Kane Co Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$NKE $AMN $NEE $DDOG $DE

$119M

51 positions

#23KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $NEE $UNIT $DE

$522M

97 positions

#24Plancorp, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $SE $USB

$3.5B

378 positions

#25ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$NKE $NEE $AMN $UNIT

$167M

35 positions

Compare Foster Group,’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 Foster Group,’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.