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Hedge Funds Similar to Shared Vision Wealth Group

13F Portfolio OverlapQ1 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 $245M across 95 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 Shared Vision Wealth Group are CURTIS WEALTH, Davis Wealth Advisors,, ONE Advisory Partners,, with shared positions in $SE, $DDOG, $MDLZ, $IAU, $UNIT, $DHR. The full ranking of 25 similar funds is below.

#1CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$MDLZ$IAU
$107M
50 positions
#2Davis Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$MDLZ$DDOG$IAU
$120M
72 positions
#3ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$SE$DDOG$MDLZ$IAU
$324M
72 positions
#4TSA Wealth Managment LLCPassive
Some overlap · 4 shared positions
$SE$MDLZ$IAU$DDOG
$309M
105 positions
#5Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$IAU
$278M
73 positions
#6Asempa Wealth AdvisorsPassive
Some overlap · 5 shared positions
$SE$MDLZ$UNIT$IAU$DHR
$115M
115 positions
#7Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$SE$DHR$IAU$MDLZ
$120M
84 positions
#8Kelly Financial Services LLCPassive
Some overlap · 4 shared positions
$SE$MDLZ$IAU$COP
$414M
128 positions
#9Shakespeare Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$UNIT$DDOG
$422M
98 positions
#10Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$UNIT$IAU
$201M
144 positions
#11Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$SE$IAU$MDLZ$DHR
$742M
153 positions
#12Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$SE$DDOG$COP
$333M
198 positions
#13Jordan Park Group LLCSmart money
Some overlap · 3 shared positions
$SE$DDOG$DHR
$1.9B
69 positions
#14Envision Financial Planning, LLCActive
Some overlap · 3 shared positions
$SE$UNIT$IAU
$276M
51 positions
#15TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$UNIT$IAU
$26.0B
702 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$SE$DDOG$UNIT$IAU$COP
$337M
117 positions
#175T Wealth, LLCPassive
Some overlap · 4 shared positions
$SE$MDLZ$DDOG$IAU
$253M
129 positions
#18Traveka Wealth, LLCPassive
Some overlap · 4 shared positions
$SE$UNIT$DHR$UNP
$262M
186 positions
#19Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$SE$UNIT$IAU
$378M
200 positions
#20Dentgroup LLC
Some overlap · 5 shared positions
$SE$UNIT$MDLZ$DHR$IAU
$146M
93 positions
#21Mill Creek Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SE$UNIT$DHR$IAU
$4.9B
260 positions
#22One Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$MDLZ$IAU
$803M
304 positions
#23Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 3 shared positions
$SE$DDOG$IAU
$181M
94 positions
#24Aspect Partners, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$DHR
$245M
709 positions
#25Horst & Graben Wealth Management LLCPassive
Some overlap · 3 shared positions
$SE$MDLZ$IAU
$729M
195 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.