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 Beaird Harris Wealth ,

13F Portfolio OverlapQ1 2026Beaird Harris Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Beaird Harris Wealth Management, LLC is an institutional investor managing $1.6B across 707 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 Beaird Harris Wealth , are Petersen Hastings Wealth Advisors, Porter White Investment Advisors,, KEB ASSET ,, with shared positions in $AMN, $NKE, $DDOG, $USB, $IAU, $UNIT. The full ranking of 25 similar funds is below.

#1Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 6 shared positions

$AMN $NKE $DDOG $USB $IAU $UNIT

$1.1B

81 positions

#2Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 4 shared positions

$AMN $NKE $IAU $MKL

$250M

40 positions

#3KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $MKL $UNIT

$522M

97 positions

#4BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 4 shared positions

$AMN $NKE $IAU $SCHW

$251M

40 positions

#5Burk Holdings LLCPassive

Substantial overlap · 8 shared positions

$AMN $NKE $IAU $OKE $DDOG $SNOW

$233M

676 positions

#6Meritas Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $UNIT $UPST

$221M

60 positions

#7Team Hewins, LLCSmart money

Substantial overlap · 5 shared positions

$AMN $NKE $SNOW $WT $UNIT

$337M

41 positions

#8Three Arch Wealth Management LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $UNIT

$556M

61 positions

#9TCI Wealth Advisors, Inc.Active

Substantial overlap · 4 shared positions

$AMN $NKE $SCHW $DDOG

$1.9B

251 positions

#10CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 3 shared positions

$AMN $NKE $UNIT

$334M

70 positions

#11McCartney Wealth Management LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $SNOW $WT

$119M

65 positions

#12COWA, LLCActive

Substantial overlap · 6 shared positions

$AMN $NKE $IAU $MKL $OKE $WT

$371M

158 positions

#13Golden Bell Financial Planning LLCActive

Substantial overlap · 4 shared positions

$AMN $DDOG $NKE $USB

$125M

37 positions

#14Physician Wealth Solutions Inc.Active

Substantial overlap · 4 shared positions

$AMN $DDOG $SNOW $UPST

$242M

45 positions

#15Pacific Asset Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $IAU

$179M

70 positions

#16Plancorp, LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $USB $SCHW

$3.5B

378 positions

#17Valued Wealth Advisors LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $SCHW

$247M

751 positions

#18ATLas Financial Planning LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $USB $WT

$112M

69 positions

#19POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 3 shared positions

$AMN $NKE $SNOW

$127M

130 positions

#20Kondo Wealth Advisors, Inc.Active

Substantial overlap · 4 shared positions

$AMN $NKE $SNOW $WT

$266M

69 positions

#21Kane Co Wealth Management, Inc.Active

Substantial overlap · 4 shared positions

$AMN $NKE $DDOG $WT

$119M

51 positions

#22HMV Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $SCHW

$213M

81 positions

#23Shotwell Rutter Baer IncActive

Substantial overlap · 3 shared positions

$AMN $NKE $USB

$170M

38 positions

#24JDH Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$NKE $AMN $IAU

$148M

54 positions

#25ELEVATE WEALTH ADVISORY, INCActive

Substantial overlap · 6 shared positions

$NKE $AMN $DDOG $IAU $SNOW $SCHW

$158M

125 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.