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Hedge Funds Similar to Valued Wealth Advisors

13F Portfolio OverlapQ1 2026Valued Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Valued Wealth Advisors LLC is an institutional investor managing $247M across 751 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 Valued Wealth Advisors are RED LIGHTHOUSE INVESTMENT ,, KEB ASSET ,, Torren ,, with shared positions in $AMN, $NKE, $MS, $SCHW, $LRCX, $UNP. The full ranking of 25 similar funds is below.

#1RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Highly similar · 5 shared positions
$AMN$NKE$MS$SCHW$LRCX
$296M
80 positions
#2KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$UNP
$522M
97 positions
#3Torren Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$LRCX$TJX
$201M
983 positions
#4Hill Investment Group Partners, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$GMM
$906M
50 positions
#5POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 5 shared positions
$AMN$NKE$LRCX$T$GILD
$127M
130 positions
#6HMV Wealth Advisors, LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$SCHW$UNP$LRCX
$213M
81 positions
#7Burk Holdings LLCPassive
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$233M
676 positions
#8TCI Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$SCHW$T
$1.9B
251 positions
#9BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$251M
40 positions
#10MB Generational Wealth, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$GMM
$181M
66 positions
#11Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$T
$143M
50 positions
#12Beaird Harris Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$1.5B
686 positions
#13Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$LRCX$SCHW$TJX
$931M
518 positions
#14Plancorp, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$3.5B
378 positions
#15Nvest Wealth Strategies, Inc.Active
Substantial overlap · 3 shared positions
$AMN$UNP$MS
$143M
395 positions
#16COWA, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$T
$371M
158 positions
#17SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$AMN$GILD$T
$566M
73 positions
#18RW Investment Management LLCActive
Notable overlap · 3 shared positions
$AMN$MS$SCHW
$1.0B
113 positions
#19Oak Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$182M
57 positions
#20Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 5 shared positions
$AMN$NKE$SCHW$LRCX$GILD
$718M
278 positions
#21Henrickson Nauta Wealth Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$AMN$TRV$TJX$GILD
$356M
106 positions
#22Fonville Wealth Management LLCPassive
Notable overlap · 4 shared positions
$AMN$NKE$GMM$SCHW
$525M
138 positions
#23ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 4 shared positions
$AMN$NKE$SCHW$MS
$158M
125 positions
#24Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$MS$TJX
$98M
68 positions
#25Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$228M
72 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.