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Hedge Funds Similar to Higgins & Schmidt Wealth Strategies

13F Portfolio OverlapQ1 2026Higgins & Schmidt Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Higgins & Schmidt Wealth Strategies LLC is an institutional investor managing $242M across 65 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 Higgins & Schmidt Wealth Strategies are Shotwell Rutter Baer, PW ADVISORS, \ FL, Morton Brown Family Wealth,, with shared positions in $AMN, $TXN, $NOW, $MUFG, $HUM, $GMM. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive
Some overlap · 4 shared positions
$AMN$TXN$NOW$MUFG
$170M
38 positions
#2PW ADVISORS, LLC \ FLActive
Some overlap · 3 shared positions
$AMN$TXN$NOW
$133M
35 positions
#3Morton Brown Family Wealth, LLCActive
Some overlap · 4 shared positions
$AMN$TXN$NOW$MUFG
$378M
292 positions
#4Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$AMN$TXN$HUM
$403M
71 positions
#5Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$AMN$GMM$HUM
$525M
138 positions
#6SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 4 shared positions
$AMN$NOW$HUM$MUFG
$154M
39 positions
#7Collaborative Wealth Managment Inc.Passive
Some overlap · 3 shared positions
$AMN$GMM$HUM
$218M
162 positions
#8Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$AMN$TXN$HUM
$3.6B
435 positions
#9Team Hewins, LLCSmart money
Some overlap · 3 shared positions
$AMN$TXN$HUM
$337M
41 positions
#10Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$AMN$NOW$HUM
$242M
112 positions
#11Private Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$AMN$NOW$MUFG
$381M
1,426 positions
#12Torren Management, LLCActive
Some overlap · 3 shared positions
$AMN$NOW$MUFG
$201M
983 positions
#13ERn Financial, LLCActive
Some overlap · 5 shared positions
$AMN$TXN$GMM$NOW$HUM
$532M
150 positions
#14RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AMN$NOW$TXN
$296M
80 positions
#15LIBRA WEALTH LLCSmart money
Some overlap · 3 shared positions
$AMN$NOW$HUM
$355M
66 positions
#16Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$MUFG$HUM
$289M
98 positions
#17Family Investment Center, Inc.Active
Some overlap · 3 shared positions
$AMN$GMM$HUM
$520M
91 positions
#18Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$AMN$MUFG$NOW
$228M
72 positions
#19Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$AMN$HUM$FPI
$126M
74 positions
#20Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$AMN$TXN$HUM
$190M
82 positions
#21ALESCO ADVISORS LLCActive
Some overlap · 3 shared positions
$AMN$NOW$MUFG
$3.9B
243 positions
#22Equita Financial Network, Inc.Active
Some overlap · 4 shared positions
$AMN$TXN$NOW$MUFG
$318M
87 positions
#23Bravera WealthPassive
Some overlap · 3 shared positions
$AMN$TXN$HUM
$222M
410 positions
#24Venturi Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AMN$GMM$TXN
$2.2B
602 positions
#25rebel Financial LLCPassive
Some overlap · 3 shared positions
$AMN$NOW$MUFG
$231M
65 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.