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Hedge Funds Similar to REGATTA GROUP,

13F Portfolio OverlapQ1 2026REGATTA GROUP, portfolio →
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Most similar hedge funds by 13F overlap

REGATTA CAPITAL GROUP, LLC is an institutional investor managing $661M across 215 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 REGATTA GROUP, are WealthCollab,, Beta Wealth Group,, Troutman Wealth ,, with shared positions in $AMN, $DHR, $SCHW, $IAU, $AMD, $BAH. The full ranking of 25 similar funds is below.

#1WealthCollab, LLCPassive
Notable overlap · 4 shared positions
$AMN$DHR$SCHW$IAU
$243M
977 positions
#2Beta Wealth Group, Inc.Active
Notable overlap · 3 shared positions
$AMN$DHR$AMD
$242M
112 positions
#3Troutman Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$BAH$SCHW
$120M
36 positions
#4Burk Holdings LLCPassive
Notable overlap · 5 shared positions
$AMN$DHR$AMD$IAU$SCHW
$233M
676 positions
#5PYA Waltman Capital, LLCActive
Notable overlap · 4 shared positions
$BAH$DHR$AMGN$VZ
$361M
67 positions
#6Skyline Advisors, Inc.Active
Notable overlap · 3 shared positions
$BAH$DHR$IAU
$287M
120 positions
#7NCM Capital Management, LLCActive
Notable overlap · 4 shared positions
$AMN$BAH$AMD$VZ
$279M
185 positions
#8Capstone Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$DHR$T
$143M
50 positions
#9RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$AMN$DHR$IAU$AMD$SCHW
$296M
80 positions
#10Harbor Group, Inc.Active
Notable overlap · 5 shared positions
$AMN$BAH$T$AMD$VZ
$692M
116 positions
#11Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$AMN$DHR$IAU
$98M
68 positions
#12FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$DHR$AMN$KO$IAU
$133M
121 positions
#13ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AMN$DHR$DIS$SCHW
$555M
191 positions
#14JDH Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$DHR$IAU
$148M
54 positions
#15Freestate Advisors LLCActive
Some overlap · 5 shared positions
$AMN$TECK$T$BAH$VZ
$125M
42 positions
#16Alliance Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$DHR$DIS$VZ
$228M
158 positions
#17Centennial Wealth Advisory LLCActive
Some overlap · 5 shared positions
$BAH$AMN$TECK$VZ$T
$413M
160 positions
#18ProCore Advisors, LLCActive
Some overlap · 4 shared positions
$BAH$AMN$AMD$AMGN
$65M
73 positions
#19SPWM Advisors LLCActive
Some overlap · 4 shared positions
$AMN$DIS$SCHW$BKNG
$115M
93 positions
#20COWA, LLCActive
Some overlap · 5 shared positions
$AMN$IAU$AMGN$SHEL$T
$371M
158 positions
#21Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$DHR$AMN$SCHW$BAH
$1.0B
279 positions
#22CURIO WEALTH, LLCActive
Some overlap · 4 shared positions
$AMN$SCHW$AMD$IAU
$293M
1,255 positions
#23FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$AMN$SCHW$IAU$AMGN
$242M
73 positions
#24Integrity Wealth Solutions LLCPassive
Some overlap · 4 shared positions
$AMN$SCHW$IAU$DHR
$255M
130 positions
#25ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 4 shared positions
$AMN$SCHW$KO$IAU
$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.