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Hedge Funds Similar to Physician Wealth Solutions

13F Portfolio OverlapQ1 2026Physician Wealth Solutions portfolio →
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Most similar hedge funds by 13F overlap

Physician Wealth Solutions Inc. is an institutional investor managing $264M across 45 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 Physician Wealth Solutions are McCartney Wealth, SCRATCH, Kane Wealth ,, with shared positions in $AMN, $NSC, $SNOW, $UPST, $DDOG, $AMD. The full ranking of 25 similar funds is below.

#1McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NSC$SNOW
$119M
65 positions
#2SCRATCH CAPITAL LLCActive
Substantial overlap · 3 shared positions
$NSC$UPST$SNOW
$175M
45 positions
#3Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NSC$DDOG
$119M
51 positions
#4Burk Holdings LLCPassive
Substantial overlap · 4 shared positions
$AMN$SNOW$AMD$DDOG
$233M
676 positions
#5Beaird Harris Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$DDOG$SNOW$UPST
$1.5B
686 positions
#6MB Generational Wealth, LLCActive
Substantial overlap · 3 shared positions
$AMN$NSC$DDOG
$181M
66 positions
#7Unison Advisors LLCActive
Substantial overlap · 4 shared positions
$AMN$DDOG$UPST$AMD
$1.3B
175 positions
#8Meritas Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NSC$UPST
$221M
60 positions
#9Mason Investment Advisory Services, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$UPST$DDOG
$2.2B
79 positions
#10Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$DDOG$SNOW$AMN
$335M
104 positions
#11Echo Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$SNOW$UPST
$174M
47 positions
#12Schiavi & Co LLCSmart money
Notable overlap · 3 shared positions
$DDOG$SNOW$UPST
$337M
50 positions
#13Bare Financial Services, IncPassive
Notable overlap · 3 shared positions
$AMN$SNOW$AMD
$378M
1,730 positions
#14Altiora Financial Group, LLCActive
Notable overlap · 4 shared positions
$DDOG$SNOW$NSC$UPST
$607M
110 positions
#15Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$AMN$DDOG$SNOW
$302M
51 positions
#16BetterWealth, LLCSmart money
Notable overlap · 3 shared positions
$AMN$SNOW$AMD
$510M
85 positions
#17Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$AMN$SNOW$DDOG
$228M
72 positions
#18Financial Plan, Inc.Active
Notable overlap · 4 shared positions
$NSC$AMN$DDOG$UPST
$933M
94 positions
#19Truepoint, Inc.Active
Notable overlap · 3 shared positions
$AMN$UPST$DDOG
$4.5B
148 positions
#20Leading Edge Financial Planning LLCActive
Notable overlap · 3 shared positions
$NSC$AMN$SNOW
$475M
72 positions
#21WealthCollab, LLCPassive
Notable overlap · 3 shared positions
$AMN$SNOW$DDOG
$243M
977 positions
#22RCS Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$DDOG$AMN$SNOW
$193M
98 positions
#23GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$DDOG$AMN$SNOW
$212M
87 positions
#24Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$AMN$SNOW$UPST
$398M
88 positions
#25High Probability Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$SNOW$DDOG
$781M
67 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.