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Hedge Funds Similar to Shared Vision Wealth Group

13F Portfolio OverlapQ2 2026Shared Vision Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Shared Vision Wealth Group LLC is an institutional investor managing $291M across 114 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Shared Vision Wealth Group are Roehl & Yi Investment Advisors, Accretive Wealth Partners, Sharkey, Howes & Javer, with shared positions in $IAU, $UNP, $SBUX, $MUFG. The full ranking of 11 similar funds is below.

#1Roehl & Yi Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$UNP$SBUX
$304M
194 positions
#2Accretive Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$IAU$UNP$SBUX
$412M
181 positions
#3Sharkey, Howes & JaverActive
Slight overlap · 3 shared positions
$IAU$UNP$MUFG
$829M
163 positions
#4Empower Advisory Group, LLCActive
Slight overlap · 3 shared positions
$IAU$SBUX$MUFG
$41.9B
532 positions
#5Advantage Trust CoActive
Slight overlap · 3 shared positions
$IAU$UNP$SBUX
$284M
197 positions
#6Weil Company, Inc.Passive
Slight overlap · 3 shared positions
$IAU$SBUX$MUFG
$568M
133 positions
#7Generation Capital Management LLCPassive
Slight overlap · 3 shared positions
$IAU$UNP$SBUX
$163M
83 positions
#8Envestnet Portfolio Solutions, Inc.Passive
Slight overlap · 3 shared positions
$IAU$UNP$MUFG
$20.9B
1,369 positions
#9ONE WEALTH CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$IAU$SBUX$MUFG
$355M
229 positions
#10Traveka Wealth, LLCPassive
Slight overlap · 3 shared positions
$IAU$UNP$MUFG
$301M
199 positions
#11Gould Capital, LLCPassive
Slight overlap · 3 shared positions
$IAU$UNP$SBUX
$179M
217 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.