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Hedge Funds Similar to Focus Partners Advisor Solutions,

13F Portfolio OverlapQ1 2026Focus Partners Advisor Solutions, portfolio →
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Most similar hedge funds by 13F overlap

Focus Partners Advisor Solutions, LLC is an institutional investor managing $9.9B across 1,249 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 Focus Partners Advisor Solutions, are DOPKINS WEALTH ,, Meritas Wealth ,, McCartney Wealth, with shared positions in $NKE, $AMN, $NEE, $UNIT, $SCHW, $SNOW. The full ranking of 25 similar funds is below.

#1DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 8 shared positions
$NKE$AMN$NEE$UNIT$SCHW$SNOW
$249M
92 positions
#2Meritas Wealth Management, LLCActive
Notable overlap · 5 shared positions
$NKE$AMN$NEE$UNIT$UPST
$221M
60 positions
#3McCartney Wealth Management LLCActive
Notable overlap · 5 shared positions
$NKE$AMN$NEE$WT$SNOW
$119M
65 positions
#4CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 5 shared positions
$NKE$AMN$NEE$COP$UNIT
$334M
70 positions
#5Three Arch Wealth Management LLCActive
Notable overlap · 4 shared positions
$NKE$AMN$NEE$UNIT
$556M
61 positions
#6TCI Wealth Advisors, Inc.Active
Notable overlap · 5 shared positions
$NKE$AMN$NEE$WWD$SCHW
$1.9B
251 positions
#7HMV Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$NKE$AMN$NEE$SCHW$SYK
$213M
81 positions
#8COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 4 shared positions
$NKE$AMN$NEE$BRZE
$97M
56 positions
#9Tillman Hartley LLCActive
Notable overlap · 9 shared positions
$NKE$AMN$WT$SCHW$UPST$COP
$398M
88 positions
#10Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 6 shared positions
$NKE$AMN$NEE$IAU$COP$UNIT
$1.1B
81 positions
#11Burk Holdings LLCPassive
Notable overlap · 7 shared positions
$NKE$AMN$WT$SCHW$SNOW$HUM
$233M
676 positions
#12Lauterbach Financial Advisors, LLCActive
Notable overlap · 7 shared positions
$NKE$AMN$NEE$SYK$HUM$UNIT
$205M
79 positions
#13KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$NKE$AMN$NEE$UNIT
$522M
97 positions
#14Beaird Harris Wealth Management, LLCActive
Notable overlap · 8 shared positions
$NKE$AMN$UNIT$IAU$SNOW$UPST
$1.5B
686 positions
#15COWA, LLCActive
Notable overlap · 6 shared positions
$NKE$AMN$WT$ALPS$COP$IAU
$371M
158 positions
#16EnRich Financial Partners LLCActive
Notable overlap · 6 shared positions
$NKE$AMN$BRZE$SNOW$IAU$NEE
$377M
64 positions
#17Vistica Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$NEE
$100M
49 positions
#18POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 4 shared positions
$NKE$AMN$NEE$SNOW
$127M
130 positions
#19ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 6 shared positions
$NKE$AMN$SCHW$IAU$NEE$SNOW
$158M
125 positions
#20Team Hewins, LLCSmart money
Notable overlap · 6 shared positions
$NKE$AMN$SNOW$WT$HUM$UNIT
$337M
41 positions
#21Financial Futures Ltd Liability Co.Active
Notable overlap · 6 shared positions
$NKE$AMN$SCHW$SNOW$IAU$UNIT
$228M
72 positions
#22FMB WEALTH MANAGEMENTActive
Notable overlap · 5 shared positions
$NKE$AMN$NEE$SCHW$IAU
$242M
73 positions
#23Foster Group, Inc.Active
Notable overlap · 6 shared positions
$NKE$AMN$NEE$UNIT$UPST$COP
$3.4B
284 positions
#24BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 5 shared positions
$NKE$AMN$SCHW$HUM$IAU
$251M
40 positions
#25Capstone Wealth Management, LLCActive
Notable overlap · 4 shared positions
$NKE$AMN$NEE$BRZE
$143M
50 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.