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Hedge Funds Similar to Aletheian Wealth Advisors

13F Portfolio OverlapQ1 2026Aletheian Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Aletheian Wealth Advisors LLC is an institutional investor managing $234M across 109 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 Aletheian Wealth Advisors are Note Advisors,, Partners in Financial Planning, Bear Mountain ,, with shared positions in $SCHW, $SUI, $DDOG, $BRZE, $SE, $GE. The full ranking of 25 similar funds is below.

#1Note Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$SUI$DDOG$BRZE
$200M
85 positions
#2Partners in Financial PlanningActive
Some overlap · 5 shared positions
$SCHW$SE$DDOG$BRZE$GE
$603M
122 positions
#3Bear Mountain Capital, Inc.Active
Some overlap · 4 shared positions
$SCHW$SE$DDOG$BABA
$333M
198 positions
#4Archvest Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$SCHW$CTVA$BRZE$GE
$155M
74 positions
#5Pure Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$CTVA$SE
$7.0B
572 positions
#6ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$SCHW$CTVA$SE
$370M
119 positions
#7Schoolcraft Capital LLCActive
Some overlap · 3 shared positions
$SCHW$SE$BABA
$516M
65 positions
#8Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$255M
49 positions
#9SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$103M
37 positions
#10IF Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$141M
53 positions
#11Amicus Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$363M
90 positions
#12BLUESTEM FINANCIAL ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$259M
33 positions
#13WealthCollab, LLCPassive
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$243M
977 positions
#14DWR WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SCHW$CTVA$GE
$115M
51 positions
#15GK Wealth Management LLCActive
Some overlap · 3 shared positions
$SCHW$CTVA$GE
$115M
51 positions
#16FC Advisory LLCActive
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$342M
115 positions
#17MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$SCHW$DDOG$GE
$507M
67 positions
#18Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SCHW$DDOG$GE
$420M
120 positions
#19KRM WEALTH MANAGEMENT L.L.C.Smart money
Some overlap · 3 shared positions
$SCHW$DDOG$GE
$192M
43 positions
#20Carter Financial, LLCSmart money
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$115M
28 positions
#21Rockwood Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$1.4B
118 positions
#22Alhambra Investment Partners LLCPassive
Some overlap · 5 shared positions
$SCHW$SUI$DDOG$BRZE$GE
$217M
176 positions
#23ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 3 shared positions
$SCHW$DDOG$SE
$158M
125 positions
#24BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$SCHW$CTVA$SE
$129M
217 positions
#25Tillman Hartley LLCActive
Some overlap · 3 shared positions
$SCHW$CTVA$BRZE
$398M
88 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.