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Hedge Funds Similar to Financial Architects,

13F Portfolio OverlapQ1 2026Financial Architects, portfolio →
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Most similar hedge funds by 13F overlap

Financial Architects, LLC is an institutional investor managing $190M across 25 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 Financial Architects, are Towneley , / DE, WealthCollab,, Gleason Group,, with shared positions in $BRZE, $DDOG, $AMN, $DHR. The full ranking of 25 similar funds is below.

#1Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$AMN
$478M
42 positions
#2WealthCollab, LLCPassive
Notable overlap · 4 shared positions
$BRZE$DDOG$AMN$DHR
$243M
977 positions
#3Gleason Group, Inc.Active
Notable overlap · 3 shared positions
$BRZE$DDOG$DHR
$1.0B
229 positions
#4Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$DHR
$382M
55 positions
#5FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$BRZE$AMN$DHR
$133M
121 positions
#6Manuka Financial, LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$DHR
$162M
56 positions
#7Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$BRZE$DDOG$DHR
$1.1B
121 positions
#8Tenon Financial LLCSmart money
Notable overlap · 4 shared positions
$BRZE$DDOG$AMN$DHR
$255M
54 positions
#9Prospera Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$AMN
$199M
45 positions
#10Trellis Wealth Advisors LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$AMN
$263M
47 positions
#11VANGUARD ADVISERS INCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$DHR
$25.5B
668 positions
#12White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$BRZE$DHR$DDOG
$721M
145 positions
#13Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$BRZE$DDOG$DHR
$578M
118 positions
#14Downshift Financial, LLCActive
Notable overlap · 3 shared positions
$BRZE$DHR$DDOG
$193M
77 positions
#15COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 3 shared positions
$BRZE$AMN$DHR
$97M
56 positions
#16L.K. Benson & Company, P.C.Active
Notable overlap · 3 shared positions
$BRZE$DDOG$AMN
$302M
113 positions
#17Capstone Financial Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$BRZE$DDOG$DHR
$1.9B
187 positions
#18Zhang Financial LLCActive
Notable overlap · 3 shared positions
$BRZE$AMN$DHR
$2.9B
367 positions
#19GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 4 shared positions
$BRZE$DHR$DDOG$AMN
$128M
42 positions
#20CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 4 shared positions
$BRZE$AMN$DHR$DDOG
$532M
162 positions
#21PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BRZE$DHR$DDOG
$1.4B
283 positions
#22Integrity Wealth Solutions LLCPassive
Some overlap · 4 shared positions
$BRZE$AMN$DDOG$DHR
$255M
130 positions
#23TrueNorth, Inc.Passive
Some overlap · 4 shared positions
$BRZE$DDOG$AMN$DHR
$1.0B
1,033 positions
#24Oak Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DDOG$AMN$BRZE
$182M
57 positions
#25BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$BRZE$DDOG$DHR
$689M
134 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.