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 Archvest Wealth Advisors,

13F Portfolio OverlapQ1 2026Archvest Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Archvest Wealth Advisors, Inc. is an institutional investor managing $155M across 74 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 Archvest Wealth Advisors, are BLUESTEM FINANCIAL ADVISORS,, Wrenne Financial Planning, SWAN, with shared positions in $MKL, $SCHW, $BRZE, $HUM, $USB, $GE. The full ranking of 25 similar funds is below.

#1BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$MKL $SCHW $BRZE

$259M

33 positions

#2Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$MKL $SCHW $BRZE $HUM

$255M

49 positions

#3SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$SCHW $USB $HUM $GE $GEV $MKL

$272M

554 positions

#4FC Advisory LLCActive

Notable overlap · 6 shared positions

$MKL $SCHW $USB $HUM $SNOW $BRZE

$342M

115 positions

#5DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$SCHW $USB $BRZE $NKE

$464M

679 positions

#6BluePrint Investing LLCActive

Notable overlap · 3 shared positions

$SCHW $USB $NKE

$126M

26 positions

#7BARR E S & COActive

Notable overlap · 4 shared positions

$MKL $SCHW $NKE $SHW

$1.7B

108 positions

#8Heritage Wealth Management, Inc./TexasSmart money

Notable overlap · 3 shared positions

$SCHW $NKE $HUM

$234M

41 positions

#9BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $NKE $HUM

$251M

40 positions

#10Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$SCHW $MKL $NKE $SNOW

$335M

104 positions

#11SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$SCHW $MKL $HUM $BRZE

$103M

37 positions

#12Gibson Capital, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $HUM $IBM

$537M

87 positions

#13VISTA CAPITAL PARTNERS, INC.Smart money

Notable overlap · 3 shared positions

$SCHW $NKE $IBM

$994M

156 positions

#14Horizons Wealth ManagementActive

Notable overlap · 3 shared positions

$SCHW $MKL $HUM

$152M

170 positions

#15STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$MKL $USB $HUM $BRZE $SNOW

$140M

29 positions

#16HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 5 shared positions

$MKL $USB $SCHW $SHW $HUM

$280M

107 positions

#17Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$MKL $USB $HUM $BRZE $SCHW

$382M

55 positions

#18MilWealth Group LLCSmart money

Notable overlap · 5 shared positions

$MKL $USB $HUM $BRZE $CTVA

$420M

81 positions

#19Williams Financial, LLCSmart money

Notable overlap · 4 shared positions

$MKL $USB $SNOW $IBM

$172M

25 positions

#20Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $SCHW $SNOW $BRZE

$1.4B

58 positions

#21Indie Asset Partners, LLCPassive

Notable overlap · 4 shared positions

$MKL $USB $GE $HUM

$88M

83 positions

#22Five Pine Wealth ManagementActive

Notable overlap · 4 shared positions

$MKL $SCHW $SNOW $BRZE

$161M

47 positions

#23VERITY Wealth AdvisorsActive

Notable overlap · 5 shared positions

$MKL $SCHW $BRZE $NKE $GE

$150M

81 positions

#24Voya Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $SCHW $AMAT

$1.0B

209 positions

#25LAM GROUP, INC.Passive

Notable overlap · 4 shared positions

$MKL $NKE $SCHW $IBM

$182M

136 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.