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Hedge Funds Similar to ANDREWS, LUCIA WEALTH

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

ANDREWS, LUCIA WEALTH MANAGEMENT LLC is an institutional investor managing $167M across 35 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 ANDREWS, LUCIA WEALTH are Team Hewins,, Parkwoods Wealth Partners,, JDH Wealth ,, with shared positions in $NKE, $AMN, $SNOW, $UNIT, $MDY, $NEE. The full ranking of 25 similar funds is below.

#1Team Hewins, LLCSmart money
Highly similar · 5 shared positions
$NKE$AMN$SNOW$UNIT$MDY
$337M
41 positions
#2Parkwoods Wealth Partners, LLCActive
Highly similar · 4 shared positions
$NKE$NEE$AMN$IAU
$408M
111 positions
#3JDH Wealth Management, LLCActive
Highly similar · 3 shared positions
$NKE$AMN$IAU
$148M
54 positions
#4BAYSHORE ASSET MANAGEMENT, LLCSmart money
Highly similar · 3 shared positions
$NKE$AMN$IAU
$251M
40 positions
#5Index Fund Advisors, Inc.Smart money
Highly similar · 4 shared positions
$NKE$UNIT$NEE$AMN
$2.2B
127 positions
#6Capstone Wealth Management, LLCActive
Highly similar · 3 shared positions
$NKE$AMN$NEE
$143M
50 positions
#7JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Highly similar · 4 shared positions
$NKE$IAU$AMN$NEE
$1.1B
286 positions
#8VESTIA PERSONAL WEALTH ADVISORSActive
Substantial overlap · 3 shared positions
$NKE$IAU$UNIT
$213M
99 positions
#9Vistica Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$AMN
$100M
49 positions
#10PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NKE$IAU$NEE
$185M
243 positions
#11DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 6 shared positions
$NKE$NEE$AMN$SNOW$UNIT$IAU
$249M
92 positions
#12Oceanside Advisors LLCActive
Substantial overlap · 4 shared positions
$NKE$IAU$NEE$AMN
$175M
53 positions
#13KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$UNIT
$522M
97 positions
#14GREAT OAK CAPITAL PARTNERS, LLCSmart money
Substantial overlap · 3 shared positions
$NKE$IAU$NEE
$430M
47 positions
#15Three Arch Wealth Management LLCActive
Substantial overlap · 4 shared positions
$NKE$NEE$AMN$UNIT
$556M
61 positions
#16CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 4 shared positions
$NKE$NEE$AMN$UNIT
$334M
70 positions
#17EnRich Financial Partners LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$SNOW$IAU$NEE
$377M
64 positions
#18Meritas Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$NKE$NEE$AMN$UNIT
$221M
60 positions
#19Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$IAU$AMN
$250M
40 positions
#20COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$AMN
$97M
56 positions
#21Lauterbach Financial Advisors, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$NEE$UNIT$SNOW
$205M
79 positions
#22Squire Investment Management Company, LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$AMN
$360M
76 positions
#23Pillar Financial Advisors, LLCActive
Substantial overlap · 4 shared positions
$NKE$IAU$SNOW$UNIT
$171M
106 positions
#24Rather & Kittrell, Inc.Active
Substantial overlap · 3 shared positions
$NKE$IAU$NEE
$648M
113 positions
#25Timonier Family Office, LTD.
Substantial overlap · 3 shared positions
$IAU$NKE$NEE
$315M
56 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.