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Hedge Funds Similar to Simplicity Wealth

13F Portfolio OverlapQ3 2026Simplicity Wealth portfolio →
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Most similar hedge funds by 13F overlap

Simplicity Wealth,LLC is an institutional investor managing $3.4B across 1,074 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Simplicity Wealth are Yoffe Investment, Trinity Legacy Partners, Rayburn West Financial Services, with shared positions in $AXP, $VZ, $SPG, $C, $DE, $TJX. The full ranking of 25 similar funds is below.

#1Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$AXP$VZ$SPG$C
$87M
113 positions
#2Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$AXP$VZ$DE$TJX
$500M
110 positions
#3Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AXP$C$VZ$DE
$181M
81 positions
#4GKV Capital Management Co., Inc.Passive
Some overlap · 4 shared positions
$VZ$C$DE$TJX
$310M
83 positions
#5Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$SPG$C$DE$VZ
$1.5B
188 positions
#6ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$AXP$VZ$C
$1.0B
121 positions
#7Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$AXP$VZ$C
$213M
71 positions
#8L & S Advisors IncPassive
Slight overlap · 3 shared positions
$AXP$SPG$C
$967M
236 positions
#9AFFINITY INVESTMENT ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$VZ$SPG$C
$197M
140 positions
#10EAGLE ROCK INVESTMENT COMPANY, LLCActive
Slight overlap · 3 shared positions
$AXP$VZ$C
$799M
156 positions
#11PROATHLETE WEALTH MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$AXP$VZ$C
$457M
1,237 positions
#12Michels Family Financial, LLCPassive
Slight overlap · 3 shared positions
$VZ$SPG$C
$156M
148 positions
#13Capital Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$AXP$VZ$C
$7.7B
793 positions
#14Berkshire BankActive
Slight overlap · 4 shared positions
$AXP$VZ$DE$TJX
$524M
160 positions
#15North Capital, Inc.Active
Slight overlap · 3 shared positions
$AXP$VZ$C
$140M
96 positions
#16Bill Few Associates, Inc.Passive
Slight overlap · 3 shared positions
$AXP$VZ$TJX
$485M
234 positions
#17Destination Wealth ManagementPassive
Slight overlap · 3 shared positions
$AXP$VZ$TJX
$4.3B
344 positions
#18Minot DeBlois Advisors LLCPassive
Slight overlap · 3 shared positions
$AXP$VZ$TJX
$116M
240 positions
#19CONNORS INVESTOR SERVICES INCPassive
Slight overlap · 3 shared positions
$AXP$VZ$TJX
$1.2B
153 positions
#20PeakShares LLCActive
Slight overlap · 3 shared positions
$AXP$VZ$TJX
$134.4B
122 positions
#21Kerusso Capital Management LLCPassive
Slight overlap · 3 shared positions
$AXP$VZ$TJX
$306M
59 positions
#22EHRLICH FINANCIAL GROUPActive
Slight overlap · 3 shared positions
$AXP$VZ$DE
$193M
120 positions
#23WINSLOW ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$AXP$SPG$DE
$575M
82 positions
#24CORDA Investment Management, LLC.Active
Slight overlap · 3 shared positions
$VZ$SPG$DE
$1.5B
78 positions
#25Clear Trail Advisors, LLCPassive
Slight overlap · 3 shared positions
$VZ$AXP$TJX
$657M
159 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.