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Hedge Funds Similar to QUARRY HILL ADVISORS,

13F Portfolio OverlapQ1 2026QUARRY HILL ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

QUARRY HILL ADVISORS, LLC is an institutional investor managing $243M across 51 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 QUARRY HILL ADVISORS, are Meredith Wealth Planning, Porter White Investment Advisors,, Three Arch Wealth, with shared positions in $AMN, $NKE, $BRZE, $UNIT, $MKL. The full ranking of 25 similar funds is below.

#1Meredith Wealth PlanningActive
Highly similar · 4 shared positions
$AMN$NKE$BRZE$UNIT
$369M
70 positions
#2Porter White Investment Advisors, Inc.Smart money
Highly similar · 3 shared positions
$AMN$NKE$MKL
$250M
40 positions
#3Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$556M
61 positions
#4Meritas Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$221M
60 positions
#5KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$UNIT$MKL
$522M
97 positions
#6Team Hewins, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$337M
41 positions
#7MB Generational Wealth, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$UNIT$MKL
$181M
66 positions
#8CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$334M
70 positions
#9Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$MKL$UNIT
$931M
518 positions
#10BWM Planning, LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$MKL$BRZE$UNIT
$379M
87 positions
#11Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$BRZE
$143M
50 positions
#12Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$MKL
$1.5B
686 positions
#13Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$179M
70 positions
#14Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$AMN$NKE$UNIT
$1.1B
81 positions
#15Oak Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$BRZE$MKL
$182M
57 positions
#16Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$BRZE
$718M
278 positions
#17Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$UNIT$BRZE
$98M
68 positions
#18Symmetry Partners, LLCActive
Notable overlap · 3 shared positions
$AMN$UNIT$NKE
$1.8B
209 positions
#19ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$112M
69 positions
#20COWA, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$MKL
$371M
158 positions
#21BENNINGFIELD FINANCIAL ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$127M
18 positions
#22Fonville Wealth Management LLCPassive
Notable overlap · 4 shared positions
$AMN$NKE$BRZE$UNIT
$525M
138 positions
#23JDH Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$148M
54 positions
#24Flagstone Financial ManagementSmart money
Notable overlap · 3 shared positions
$AMN$MKL$NKE
$403M
71 positions
#25Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$MKL
$503M
198 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.