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Hedge Funds Similar to Roger Wittlin Investment Advisory,

13F Portfolio OverlapQ1 2026Roger Wittlin Investment Advisory, portfolio →
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Most similar hedge funds by 13F overlap

Roger Wittlin Investment Advisory, LLC is an institutional investor managing $127M across 43 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 Roger Wittlin Investment Advisory, are White Lighthouse Investment, Leonard Rickey Investment Advisors P.L.L.C., PHILLIPS FINANCIAL ,, with shared positions in $BRZE, $IAU, $HUM, $DOV, $VLTO, $PLTR. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$BRZE$IAU$HUM
$721M
145 positions
#2Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 4 shared positions
$BRZE$IAU$HUM$DOV
$578M
118 positions
#3PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$BRZE$IAU$VLTO
$1.4B
283 positions
#4Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$BRZE$IAU$DOV
$478M
42 positions
#5Applied Capital LLCActive
Notable overlap · 3 shared positions
$BRZE$IAU$DOV
$268M
50 positions
#6Zhang Financial LLCActive
Notable overlap · 3 shared positions
$BRZE$IAU$DOV
$2.9B
367 positions
#7OKABENA INVESTMENT SERVICES INCPassive
Notable overlap · 3 shared positions
$BRZE$IAU$DOV
$519M
144 positions
#8Seneca Financial Advisors LLCActive
Some overlap · 3 shared positions
$BRZE$VLTO$HUM
$341M
64 positions
#9Family CFO IncActive
Some overlap · 3 shared positions
$BRZE$VLTO$HUM
$223M
41 positions
#10Hartmann Taylor Wealth Management, LLCActive
Some overlap · 4 shared positions
$BRZE$HUM$PLTR$DOV
$151M
54 positions
#11Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$BRZE$HUM$DOV$PLTR
$269M
506 positions
#12Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$BRZE$IAU$DOV
$141M
62 positions
#13Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$BRZE$HUM$DOV
$192M
62 positions
#14Vanguard National Trust CoActive
Some overlap · 3 shared positions
$BRZE$HUM$DOV
$1.6B
751 positions
#15Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$BRZE$IAU$HUM
$135M
89 positions
#16Capital Investment Management, Inc.Active
Some overlap · 3 shared positions
$BRZE$VLTO$IAU
$291M
125 positions
#17SIGNATUREFD, LLCActive
Some overlap · 3 shared positions
$BRZE$HUM$PLTR
$6.5B
3,465 positions
#18Provenance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$HUM$IAU
$945M
412 positions
#19Trellis Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$BRZE$PLTR$DOV
$263M
47 positions
#20Prospera Capital Management, LLCSmart money
Some overlap · 4 shared positions
$BRZE$HUM$PLTR$IAU
$199M
45 positions
#21Vernal Point Advisors, LLCSmart money
Some overlap · 3 shared positions
$BRZE$IAU$DOV
$246M
21 positions
#22Briggs Wealth Management, IncSmart money
Some overlap · 3 shared positions
$BRZE$IAU$HUM
$94M
58 positions
#23Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$BRZE$HUM$DOV
$1.9B
187 positions
#24Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$BRZE$IAU$HUM
$254M
108 positions
#25Genesis Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$IAU$DOV
$150M
64 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.