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 BetterWealth,

13F Portfolio OverlapQ1 2026BetterWealth, portfolio →

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Most similar hedge funds by 13F overlap

BetterWealth, LLC is an institutional investor managing $510M across 85 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 BetterWealth, are Moisand Fitzgerald Tamayo,, Heritage Financial Services,, Family Investment Center,, with shared positions in $SNOW, $AMN, $LRCX, $NEE, $AMAT, $ES. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 3 shared positions

$SNOW $AMN $LRCX

$931M

518 positions

#2Heritage Financial Services, LLC

Substantial overlap · 6 shared positions

$SNOW $AMN $NEE $AMAT $ES $HUM

$1.2B

126 positions

#3Family Investment Center, Inc.Active

Substantial overlap · 5 shared positions

$SNOW $AMN $BRZE $HUM $MU

$520M

91 positions

#4Frankly Finances, LLCActive

Substantial overlap · 3 shared positions

$SNOW $AMN $BRZE

$110M

64 positions

#5Longview Financial Advisors LLCActive

Substantial overlap · 4 shared positions

$SNOW $USB $WFC $LRCX

$184M

157 positions

#6Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$SNOW $NEE $ADI $BRZE

$224M

71 positions

#7ACCESS FINANCIAL SERVICES, INC.Active

Substantial overlap · 4 shared positions

$SNOW $KLAC $LRCX $AMGN

$282M

95 positions

#8True Link Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $HUM $USB

$1.6B

418 positions

#9Gordian Advisors LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $BRZE $AMGN

$150M

55 positions

#10MFA WEALTH ADVISORS, LLCActive

Substantial overlap · 5 shared positions

$SNOW $AMN $USB $KLAC $AMD

$508M

88 positions

#11Planned Solutions, Inc.Active

Substantial overlap · 5 shared positions

$SNOW $AMN $AMAT $HUM $MU

$306M

139 positions

#12Scott Capital Advisors, LLCActive

Substantial overlap · 4 shared positions

$SNOW $HUM $USB $WFC

$493M

58 positions

#13NORTHLAND SECURITIES, INC.Active

Substantial overlap · 3 shared positions

$SNOW $USB $AMAT

$105M

107 positions

#14BRIGHTON SECURITIES CORP.Smart money

Substantial overlap · 4 shared positions

$SNOW $USB $HUM $ADI

$208M

47 positions

#15BWM Planning, LLCActive

Substantial overlap · 4 shared positions

$AMN $SNOW $BRZE $WFC

$379M

87 positions

#16High Probability Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $NEE

$781M

67 positions

#17CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $NEE $BRZE $HUM $AMGN

$156M

80 positions

#18Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$AMN $SNOW $USB

$228M

72 positions

#19McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $NEE

$119M

65 positions

#20STOLZ & ASSOCIATES, PSSmart money

Notable overlap · 3 shared positions

$AMN $NEE $USB

$143M

30 positions

#21Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$AMN $SNOW $HUM

$126M

74 positions

#22FMA Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $NEE $HUM $AMD

$150M

38 positions

#23Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AMN $SNOW $BRZE $HUM

$525M

138 positions

#24Team Hewins, LLCSmart money

Notable overlap · 3 shared positions

$AMN $SNOW $HUM

$337M

41 positions

#25FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$SNOW $NEE $BRZE $HUM $MU

$754M

345 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.