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Hedge Funds Similar to BetterWealth

13F Portfolio OverlapQ2 2026BetterWealth portfolio →
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Most similar hedge funds by 13F overlap

BetterWealth, LLC is an institutional investor managing $565M across 86 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BetterWealth are Watershed Asset , L.L.C., Covenant Asset, Dunhill Financial, with shared positions in $SHOP, $KLAC, $ADI, $QCOM, $AMGN, $WFC. The full ranking of 25 similar funds is below.

#1Watershed Asset Management, L.L.C.Passive
Some overlap · 3 shared positions
$SHOP$KLAC$ADI
$112M
116 positions
#2Covenant Asset Management, LLCPassive
Some overlap · 3 shared positions
$SHOP$KLAC$ADI
$595M
164 positions
#3Dunhill Financial, LLCPassive
Some overlap · 4 shared positions
$SHOP$KLAC$QCOM$AMGN
$489M
1,617 positions
#4EQUITABLE TRUST COPassive
Some overlap · 3 shared positions
$SHOP$ADI$KLAC
$2.4B
452 positions
#5Van Diest Capital, LLCPassive
Slight overlap · 5 shared positions
$SHOP$KLAC$ADI$WFC$QCOM
$112M
176 positions
#6Capital Group Investment Management Pte. Ltd.Passive
Slight overlap · 3 shared positions
$SHOP$KLAC$SBUX
$664M
143 positions
#7CAPITAL INTERNATIONAL LTD /CA/Active
Slight overlap · 3 shared positions
$SHOP$KLAC$SBUX
$3.1B
150 positions
#8ALKEON CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$SHOP$KLAC$ADI
$74.1B
109 positions
#9LOOMIS SAYLES & CO L PActive
Slight overlap · 3 shared positions
$SHOP$KLAC$SBUX
$79.8B
707 positions
#10Weinberger Asset Management, IncActive
Slight overlap · 3 shared positions
$SHOP$WFC$PCG
$312M
101 positions
#11Capital International SarlActive
Slight overlap · 3 shared positions
$SHOP$KLAC$SBUX
$7.1B
287 positions
#12Sunstone Asset Management, L.P.Passive
Slight overlap · 3 shared positions
$SHOP$KLAC$ADI
$92M
57 positions
#13Northwest & Ethical Investments L.P.Passive
Slight overlap · 3 shared positions
$SHOP$KLAC$ADI
$4.3B
522 positions
#14American Alpha Advisors, LLCPassive
Slight overlap · 3 shared positions
$SHOP$QCOM$AMGN
$185M
95 positions
#15Midway Capital Research & ManagementActive
Slight overlap · 3 shared positions
$SHOP$ADI$SBUX
$126M
114 positions
#16Gibbs Wealth Management
Slight overlap · 4 shared positions
$SHOP$ADI$WFC$SBUX
$762M
433 positions
#17Goelzer Investment Management, Inc.Active
Slight overlap · 5 shared positions
$KLAC$ADI$WFC$QCOM$USB
$2.3B
314 positions
#18DMC Group, LLCPassive
Slight overlap · 3 shared positions
$SHOP$KLAC$AMGN
$146M
128 positions
#19WealthCare Asset Management, LLCActive
Slight overlap · 3 shared positions
$SHOP$AMGN$USB
$241M
78 positions
#20Capital Investment Services of America, Inc.Active
Slight overlap · 3 shared positions
$SHOP$QCOM$SBUX
$1.0B
83 positions
#21Third View Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$SHOP$ADI$SBUX
$814M
291 positions
#22BANK OF STOCKTONActive
Slight overlap · 4 shared positions
$KLAC$ADI$WFC$QCOM
$356M
126 positions
#23CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Slight overlap · 4 shared positions
$KLAC$ADI$WFC$QCOM
$23.0B
320 positions
#24CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Slight overlap · 4 shared positions
$KLAC$ADI$WFC$SBUX
$1.3B
99 positions
#25TFB Advisors LLCPassive
Slight overlap · 3 shared positions
$SHOP$KLAC$AMGN
$227M
190 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.