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 WorthPointe,

13F Portfolio OverlapQ1 2026WorthPointe, portfolio →

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Most similar hedge funds by 13F overlap

WorthPointe, LLC is an institutional investor managing $369M across 118 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 WorthPointe, are BetterWealth,, High Probability Advisors,, McCartney Wealth, with shared positions in $AMN, $NEE, $SNOW, $BRZE, $MU, $LEN. The full ranking of 25 similar funds is below.

#1BetterWealth, LLCSmart money

Notable overlap · 5 shared positions

$AMN $NEE $SNOW $BRZE $MU

$510M

85 positions

#2High Probability Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $NEE $SNOW $LEN $IAU

$781M

67 positions

#3McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $SNOW

$119M

65 positions

#4Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$AMN $SNOW $SGOL $IAU

$126M

74 positions

#5COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 5 shared positions

$AMN $NEE $MU $BRZE $GE

$97M

56 positions

#6Meredith Wealth PlanningActive

Notable overlap · 5 shared positions

$AMN $NEE $BRZE $MU $GSAT

$369M

70 positions

#7FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 5 shared positions

$AMN $NEE $SNOW $BRZE $MU

$293M

105 positions

#8True Wealth Design, LLCActive

Notable overlap · 4 shared positions

$AMN $NEE $MU $GE

$360M

2,699 positions

#9Torren Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $MU

$201M

983 positions

#10SATOVSKY ASSET MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$AMN $NEE $IAU

$566M

73 positions

#11STOLZ & ASSOCIATES, PSSmart money

Notable overlap · 3 shared positions

$AMN $NEE $IAU

$143M

30 positions

#12Trailhead Planners LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $IAU

$104M

49 positions

#13DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$AMN $NEE $SNOW $IAU $GE

$249M

92 positions

#14CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 3 shared positions

$AMN $NEE $MU

$334M

70 positions

#15Sanchez Levi GarrettActive

Notable overlap · 3 shared positions

$AMN $NEE $IAU

$159M

74 positions

#16HBE Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $MU

$115M

53 positions

#17Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AMN $SNOW $BRZE $IAU

$525M

138 positions

#18Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$AMN $NEE $IAU

$1.1B

81 positions

#19Focus Partners Advisor Solutions, LLCPassive

Notable overlap · 5 shared positions

$AMN $NEE $SNOW $IAU $BRZE

$9.9B

1,249 positions

#20Financial Futures Ltd Liability Co.Active

Notable overlap · 4 shared positions

$AMN $SNOW $IAU $MDY

$228M

72 positions

#21Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$AMN $SNOW $IAU

$233M

676 positions

#22Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $IAU

$931M

518 positions

#23TriaGen Wealth Management LLCPassive

Notable overlap · 4 shared positions

$OKTA $NEE $MU $IAU

$366M

171 positions

#24Heritage Financial Services, LLC

Notable overlap · 3 shared positions

$AMN $SNOW $NEE

$1.2B

126 positions

#25ORRSTOWN FINANCIAL SERVICES INCActive

Notable overlap · 4 shared positions

$AMN $SNOW $LEN $GE

$597M

117 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.