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 Henrickson Nauta Wealth Advisors,

13F Portfolio OverlapQ1 2026Henrickson Nauta Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Henrickson Nauta Wealth Advisors, Inc. is an institutional investor managing $410M across 118 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 Henrickson Nauta Wealth Advisors, are HMV Wealth Advisors,, RED LIGHTHOUSE INVESTMENT ,, Unison Advisors, with shared positions in $AMN, $MPC, $TXN, $SYK, $MAR, $TRV. The full ranking of 25 similar funds is below.

#1HMV Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $MPC $TXN $SYK

$213M

81 positions

#2RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $MAR $TXN

$296M

80 positions

#3Unison Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $TRV $VLO

$1.3B

175 positions

#4Valued Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $TRV $TJX $GILD

$247M

751 positions

#5Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$AMN $VLO $TJX $TXN

$931M

518 positions

#6SATOVSKY ASSET MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$AMN $MAR $GILD $EPD

$566M

73 positions

#7Torren Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NSC $TJX

$201M

983 positions

#8EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 4 shared positions

$AMN $ACN $APD $ITW

$228M

114 positions

#9Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$AMN $TXN $ITW

$170M

38 positions

#10Flagstone Financial ManagementSmart money

Notable overlap · 4 shared positions

$AMN $TXN $VLO $GILD

$403M

71 positions

#11ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$AMN $MAR $VLO

$112M

69 positions

#12COWA, LLCActive

Notable overlap · 3 shared positions

$AMN $OKE $EPD

$371M

158 positions

#13Beta Wealth Group, Inc.Passive

Notable overlap · 3 shared positions

$AMN $GILD $TJX

$242M

112 positions

#14Financial Plan, Inc.Active

Notable overlap · 3 shared positions

$NSC $AMN $MAR

$933M

94 positions

#15CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$AMN $NSC $TJX

$293M

1,255 positions

#16Morton Brown Family Wealth, LLCActive

Notable overlap · 4 shared positions

$AMN $TXN $APD $MAR

$378M

292 positions

#17FMB WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$AMN $NSC $MAR

$242M

73 positions

#18Pine Harbor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $SYK $OKE

$334M

102 positions

#19Objectivity Squared, LLCActive

Notable overlap · 3 shared positions

$AMN $EPD $NSC

$159M

55 positions

#20Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$NSC $ITW $APD

$184M

32 positions

#21ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 3 shared positions

$AMN $MAR $NSC

$158M

125 positions

#22COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 3 shared positions

$AMN $OKE $VLO

$489M

161 positions

#23Stephens Consulting, LLC

Notable overlap · 3 shared positions

$AMN $SYK $GILD

$309M

476 positions

#24Leading Edge Financial Planning LLCActive

Notable overlap · 3 shared positions

$NSC $AMN $EPD

$475M

72 positions

#25Midwest Financial Group LLCPassive

Notable overlap · 3 shared positions

$AMN $OKE $TXN

$234M

126 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.