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Hedge Funds Similar to DEFINED WEALTH ,

13F Portfolio OverlapQ1 2026DEFINED WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

DEFINED WEALTH MANAGEMENT, LLC is an institutional investor managing $171M across 109 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 DEFINED WEALTH , are Miller Partners,, DMKC Advisory Services,, Fullerton Advisors,, with shared positions in $HUM, $USB, $DE, $AXP, $ASML, $OTIS. The full ranking of 25 similar funds is below.

#1Miller Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$HUM$USB$DE$AXP$ASML
$208M
262 positions
#2DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$HUM$OTIS$USB$DE$BAC
$240M
84 positions
#3Fullerton Advisors, LLCActive
Some overlap · 4 shared positions
$HUM$GMM$USB$UPST
$97M
53 positions
#4TRANSATLANTIQUE PRIVATE WEALTH LLC
Some overlap · 7 shared positions
$USB$DE$AXP$STX$BAC$WMB
$319M
206 positions
#5BDFS Capital LLCActive
Some overlap · 5 shared positions
$FCFS$USB$UPST$ASML$MCK
$208M
137 positions
#6BCV Asset Management Inc.Active
Some overlap · 5 shared positions
$HUM$DE$ASML$UNH$BAC
$2.9B
120 positions
#7Advisory Alpha, LLCActive
Some overlap · 5 shared positions
$HUM$GMM$USB$UPST$DE
$3.7B
545 positions
#8My Portfolio Guide, LLCActive
Some overlap · 4 shared positions
$FCFS$GMM$USB$BAC
$181M
166 positions
#9Walkner Condon Financial Advisors LLCPassive
Some overlap · 4 shared positions
$FCFS$USB$GMM$HUM
$759M
322 positions
#10Evansbrook LLCActive
Some overlap · 6 shared positions
$UPST$ASML$UNH$USB$AXP$BAC
$150M
117 positions
#11BAHL & GAYNOR INCActive
Some overlap · 5 shared positions
$SRE$MSI$TEL$UNH$WMB
$19.8B
327 positions
#12Rooted Wealth Advisors, Inc.Active
Some overlap · 5 shared positions
$HUM$OTIS$USB$UNH$GMM
$379M
144 positions
#13Hofer & Associates. IncActive
Some overlap · 5 shared positions
$HUM$GMM$USB$BAC$AXP
$186M
64 positions
#14Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$HUM$USB$UPST$UNH
$109M
1,311 positions
#15Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$USB$AXP$BAC
$250M
153 positions
#16TrueWealth Advisors, LLCPassive
Some overlap · 4 shared positions
$FCFS$HUM$UPST$WMB
$398M
233 positions
#17Global Financial Private Client, LLCPassive
Some overlap · 4 shared positions
$HUM$GMM$USB$BAC
$306M
236 positions
#18MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 4 shared positions
$HUM$UPST$AXP$BAC
$136M
80 positions
#19TAGStone Capital, Inc.Passive
Some overlap · 5 shared positions
$USB$GMM$AXP$HUM$BAC
$283M
137 positions
#20Spartan Wealth Advisory Services LLCPassive
Some overlap · 4 shared positions
$FCFS$UNH$USB$ASML
$1.1B
311 positions
#21Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$GMM$USB$HUM$AXP
$295M
168 positions
#22FULTON BREAKEFIELD BROENNIMAN LLCActive
Some overlap · 5 shared positions
$HUM$AXP$ASML$UNH$HWM
$1.5B
200 positions
#23STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$HUM$UPST$UNH$BAC
$547M
180 positions
#24MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$SRE$USB$UNH$STX$BAC
$246M
145 positions
#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$HUM$USB$UPST$BAC
$350M
95 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.