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Hedge Funds Similar to Shotwell Rutter Baer

13F Portfolio OverlapQ1 2026Shotwell Rutter Baer portfolio →
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Most similar hedge funds by 13F overlap

Shotwell Rutter Baer Inc is an institutional investor managing $170M across 38 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 Shotwell Rutter Baer are Golden Bell Financial Planning, ATLas Financial Planning, Financial Futures Ltd Liability, with shared positions in $USB, $AMN, $NKE, $IBM, $MUFG, $NOW. The full ranking of 25 similar funds is below.

#1Golden Bell Financial Planning LLCActive
Substantial overlap · 3 shared positions
$USB$AMN$NKE
$125M
37 positions
#2ATLas Financial Planning LLCActive
Substantial overlap · 3 shared positions
$AMN$USB$NKE
$112M
69 positions
#3Financial Futures Ltd Liability Co.Active
Substantial overlap · 6 shared positions
$USB$AMN$NKE$IBM$MUFG$NOW
$228M
72 positions
#4KEYVANTAGE WEALTH, LLCActive
Substantial overlap · 4 shared positions
$USB$TXN$COP$IBM
$227M
92 positions
#5Avant Financial Advisors LLCActive
Substantial overlap · 5 shared positions
$TXN$USB$AMN$COP$NKE
$142M
65 positions
#6Strategic Financial Services, Inc.Smart money
Substantial overlap · 3 shared positions
$USB$NKE$COP
$2.1B
152 positions
#7ACTION POINT FINANCIAL PLANNING, LLCActive
Substantial overlap · 4 shared positions
$AMN$COP$USB$NOW
$112M
69 positions
#8McCartney Wealth Management LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NU$MUFG
$119M
65 positions
#9PW ADVISORS, LLC \ FLActive
Substantial overlap · 4 shared positions
$AMN$TXN$NU$NOW
$133M
35 positions
#10Team Hewins, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$TXN
$337M
41 positions
#11Longview Financial Advisors LLCActive
Substantial overlap · 3 shared positions
$USB$COP$NKE
$184M
157 positions
#12CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$AMN$NKE$COP
$334M
70 positions
#13Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$AMN$NKE$USB$COP
$1.1B
81 positions
#14Burk Holdings LLCPassive
Substantial overlap · 3 shared positions
$AMN$NKE$IBM
$233M
676 positions
#15KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$IBM
$522M
97 positions
#16Beaird Harris Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$USB
$1.5B
686 positions
#17TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NKE$IBM
$1.9B
251 positions
#18Meritas Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$IBM
$221M
60 positions
#19Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NOW
$556M
61 positions
#20Foundation Wealth Management, LLC\PAActive
Substantial overlap · 5 shared positions
$USB$COP$NKE$AMN$ITW
$284M
91 positions
#21DecisionPoint Financial, LLCActive
Substantial overlap · 3 shared positions
$USB$COP$NKE
$464M
679 positions
#22Equita Financial Network, Inc.Active
Substantial overlap · 7 shared positions
$USB$TXN$COP$AMN$NU$MUFG
$318M
87 positions
#23COWA, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$COP$IBM
$371M
158 positions
#24Plancorp, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$USB$NOW
$3.5B
378 positions
#25HMV Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$TXN
$213M
81 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.