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Hedge Funds Similar to Werba Rubin Papier Wealth

13F Portfolio OverlapQ1 2026Werba Rubin Papier Wealth portfolio →
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Most similar hedge funds by 13F overlap

Werba Rubin Papier Wealth Management is an institutional investor managing $718M across 278 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 Werba Rubin Papier Wealth are POINCIANA ADVISORS GROUP,, RED LIGHTHOUSE INVESTMENT ,, Beaird Harris Wealth ,, with shared positions in $AMN, $NKE, $LRCX, $SNOW, $GILD, $NOW. The full ranking of 25 similar funds is below.

#1POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 5 shared positions
$AMN$NKE$LRCX$SNOW$GILD
$127M
130 positions
#2RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$AMN$NKE$LRCX$NOW$IAU$SCHW
$296M
80 positions
#3Beaird Harris Wealth Management, LLCActive
Notable overlap · 7 shared positions
$AMN$NKE$UNIT$SNOW$IAU$USB
$1.5B
686 positions
#4Burk Holdings LLCPassive
Notable overlap · 5 shared positions
$AMN$NKE$SNOW$SCHW$IAU
$233M
676 positions
#5Three Arch Wealth Management LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$NOW
$556M
61 positions
#6Shotwell Rutter Baer IncActive
Notable overlap · 4 shared positions
$AMN$NKE$NOW$USB
$170M
38 positions
#7HMV Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$LRCX$SCHW
$213M
81 positions
#8Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$UNIT
$221M
60 positions
#9Team Hewins, LLCSmart money
Notable overlap · 4 shared positions
$AMN$NKE$SNOW$UNIT
$337M
41 positions
#10KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$CDNS
$522M
97 positions
#11QUARRY HILL ADVISORS, LLCSmart money
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$BRZE
$243M
51 positions
#12McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$SNOW
$119M
65 positions
#13Kondo Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$NKE$SNOW
$266M
69 positions
#14Valued Wealth Advisors LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$SCHW$LRCX$GILD
$247M
751 positions
#15Pacific Asset Management, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$BRZE$IAU
$179M
70 positions
#16BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$AMN$NKE$SCHW$IAU
$251M
40 positions
#17Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 5 shared positions
$AMN$NKE$USB$IAU$UNIT
$1.1B
81 positions
#18Capstone Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$143M
50 positions
#19CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$AMN$NKE$UNIT
$334M
70 positions
#20Porter White Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$NKE$IAU
$250M
40 positions
#21TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$1.9B
251 positions
#22Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 7 shared positions
$AMN$NKE$SNOW$LRCX$UNIT$IAU
$931M
518 positions
#23Trailhead Planners LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$IAU
$104M
49 positions
#24Plancorp, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$SCHW$USB$NOW
$3.5B
378 positions
#25ATLas Financial Planning LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$USB$BRZE
$112M
69 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.