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Hedge Funds Similar to Delap Wealth Advisory,

13F Portfolio OverlapQ1 2026Delap Wealth Advisory, portfolio →
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Most similar hedge funds by 13F overlap

Delap Wealth Advisory, LLC is an institutional investor managing $266M across 86 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 Delap Wealth Advisory, are Lauterbach Financial Advisors,, ELEVATE WEALTH ADVISORY,, Vistica Wealth Advisors,, with shared positions in $NKE, $AMN, $WFC, $HUM, $NEE, $KKR. The full ranking of 25 similar funds is below.

#1Lauterbach Financial Advisors, LLCActive
Some overlap · 5 shared positions
$NKE$AMN$WFC$HUM$NEE
$205M
79 positions
#2ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 5 shared positions
$NKE$AMN$WFC$KKR$NEE
$158M
125 positions
#3Vistica Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$NKE$AMN$WFC$NEE
$100M
49 positions
#4Approach Retirement Advisors, LLCActive
Some overlap · 5 shared positions
$NKE$AMN$KKR$HUM$NEE
$120M
79 positions
#5Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$NKE$AMN$KKR$HUM
$525M
138 positions
#6NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$NKE$AMN$HUM$WFC$NEE
$665M
255 positions
#7Apeiron RIA LLCPassive
Some overlap · 4 shared positions
$NKE$AMN$KKR$MDY
$431M
204 positions
#8Kondo Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$NKE$AMN$MRSH$WFC
$266M
69 positions
#9Meritas Wealth Management, LLCActive
Some overlap · 4 shared positions
$NKE$AMN$MRSH$NEE
$221M
60 positions
#10Wealth Architects, LLCPassive
Some overlap · 4 shared positions
$NKE$AMN$HUM$NEE
$1.1B
244 positions
#11LAM GROUP, INC.Passive
Some overlap · 5 shared positions
$NKE$AMN$MDY$WFC$NEE
$182M
136 positions
#12Team Hewins, LLCSmart money
Some overlap · 4 shared positions
$NKE$AMN$HUM$MDY
$337M
41 positions
#13DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NKE$AMN$HUM$NEE
$249M
92 positions
#14RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NKE$AMN$MDY$SBUX
$296M
80 positions
#15HMV Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$NKE$AMN$KKR$NEE
$213M
81 positions
#16Focus Partners Advisor Solutions, LLCPassive
Some overlap · 4 shared positions
$NKE$AMN$HUM$NEE
$9.9B
1,249 positions
#17Burk Holdings LLCPassive
Some overlap · 3 shared positions
$NKE$AMN$HUM
$233M
676 positions
#18BAYSHORE ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$NKE$AMN$HUM
$251M
40 positions
#19Platform Wealth Management, LLC
Some overlap · 4 shared positions
$NKE$AMN$SBUX$AON
$376M
60 positions
#20ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$NKE$AMN$MDY$NEE
$167M
35 positions
#21Foster Group, Inc.Active
Some overlap · 4 shared positions
$NKE$AMN$NEE$WFC
$3.4B
284 positions
#22Trace Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$NKE$AMN$HUM
$133M
66 positions
#23Tillman Hartley LLCActive
Some overlap · 3 shared positions
$NKE$AMN$WFC
$398M
88 positions
#24Financial Futures Ltd Liability Co.Active
Some overlap · 4 shared positions
$NKE$AMN$KKR$MDY
$228M
72 positions
#25Pacific Asset Management, LLCActive
Some overlap · 3 shared positions
$NKE$AMN$SBUX
$179M
70 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.