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Hedge Funds Similar to Team Hewins,

13F Portfolio OverlapQ1 2026Team Hewins, portfolio →
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Most similar hedge funds by 13F overlap

Team Hewins, LLC is an institutional investor managing $337M across 41 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 Team Hewins, are BAYSHORE ASSET ,, KEB ASSET ,, Three Arch Wealth, with shared positions in $NKE, $AMN, $HUM, $UNIT, $SNOW, $MDY. The full ranking of 25 similar funds is below.

#1BAYSHORE ASSET MANAGEMENT, LLCSmart money
Highly similar · 3 shared positions
$NKE$AMN$HUM
$251M
40 positions
#2KEB ASSET MANAGEMENT, LLCActive
Highly similar · 3 shared positions
$NKE$AMN$UNIT
$522M
97 positions
#3Three Arch Wealth Management LLCActive
Highly similar · 3 shared positions
$AMN$NKE$UNIT
$556M
61 positions
#4Index Fund Advisors, Inc.Smart money
Highly similar · 3 shared positions
$NKE$AMN$UNIT
$2.2B
127 positions
#5Meritas Wealth Management, LLCActive
Highly similar · 3 shared positions
$AMN$NKE$UNIT
$221M
60 positions
#6ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Highly similar · 5 shared positions
$NKE$AMN$SNOW$UNIT$MDY
$167M
35 positions
#7CLARIS ADVISORS, LLC / MO /Active
Highly similar · 3 shared positions
$NKE$AMN$UNIT
$334M
70 positions
#8Kondo Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$SNOW$WT
$266M
69 positions
#9Burk Holdings LLCPassive
Substantial overlap · 5 shared positions
$AMN$NKE$SNOW$HUM$WT
$233M
676 positions
#10DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$SNOW$HUM$UNIT
$249M
92 positions
#11VESTIA PERSONAL WEALTH ADVISORSActive
Substantial overlap · 4 shared positions
$NKE$WT$HUM$UNIT
$213M
99 positions
#12EnRich Financial Partners LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$SNOW
$377M
64 positions
#13POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 3 shared positions
$AMN$NKE$SNOW
$127M
130 positions
#14Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NKE$WT
$119M
51 positions
#15Financially in Tune, LLCActive
Substantial overlap · 4 shared positions
$NKE$HUM$WT$UNIT
$116M
77 positions
#16RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$TXN$MDY
$296M
80 positions
#17QUARRY HILL ADVISORS, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$243M
51 positions
#18HMV Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$TXN
$213M
81 positions
#19McCartney Wealth Management LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$SNOW$WT
$119M
65 positions
#20Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$1.1B
81 positions
#21Mason Investment Advisory Services, Inc.Smart money
Substantial overlap · 5 shared positions
$AMN$WT$HUM$UNIT$MDY
$2.2B
79 positions
#22Meredith Wealth PlanningActive
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$369M
70 positions
#23Torren Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$WT$UNIT
$201M
983 positions
#24Lauterbach Financial Advisors, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$HUM$SNOW$UNIT
$205M
79 positions
#25Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 6 shared positions
$AMN$SNOW$NKE$UNIT$WT$TXN
$931M
518 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.