How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Fonville Wealth

13F Portfolio OverlapQ1 2026Fonville Wealth portfolio →

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Most similar hedge funds by 13F overlap

Fonville Wealth Management LLC is an institutional investor managing $525M across 138 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 Fonville Wealth are Financial Futures Ltd Liability, Tillman Hartley, Team Hewins,, with shared positions in $AMN, $SNOW, $NKE, $SCHW, $IBIT, $UNIT. The full ranking of 25 similar funds is below.

#1Financial Futures Ltd Liability Co.Active

Substantial overlap · 8 shared positions

$AMN $SNOW $NKE $SCHW $IBIT $UNIT

$228M

72 positions

#2Tillman Hartley LLCActive

Substantial overlap · 6 shared positions

$SNOW $AMN $NKE $SCHW $BRZE $IAU

$398M

88 positions

#3Team Hewins, LLCSmart money

Substantial overlap · 5 shared positions

$AMN $NKE $SNOW $HUM $UNIT

$337M

41 positions

#4Burk Holdings LLCPassive

Substantial overlap · 6 shared positions

$AMN $NKE $SNOW $HUM $SCHW $IAU

$233M

676 positions

#5Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 8 shared positions

$AMN $SNOW $NKE $EPAM $UNIT $IAU

$931M

518 positions

#6BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 6 shared positions

$AMN $NKE $SCHW $HUM $PANW $IAU

$251M

40 positions

#7McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $SNOW

$119M

65 positions

#8Plancorp, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $SE $SCHW

$3.5B

378 positions

#9Frankly Finances, LLCActive

Notable overlap · 6 shared positions

$SNOW $NKE $AMN $SCHW $BRZE $IAU

$110M

64 positions

#10BWM Planning, LLCActive

Notable overlap · 5 shared positions

$AMN $SNOW $NKE $BRZE $UNIT

$379M

87 positions

#11Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$AMN $SNOW $HUM $KKR $IAU

$126M

74 positions

#12ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 8 shared positions

$AMN $NKE $SCHW $KKR $SNOW $MAR

$158M

125 positions

#13Austin Asset Management Co IncSmart money

Notable overlap · 5 shared positions

$SNOW $NKE $AMN $SCHW $IAU

$608M

85 positions

#14Valued Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $GMM $SCHW

$247M

751 positions

#15BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$AMN $SNOW $BRZE $HUM

$510M

85 positions

#16POINCIANA ADVISORS GROUP, LLCPassive

Notable overlap · 4 shared positions

$AMN $NKE $EPAM $SNOW

$127M

130 positions

#17HMV Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $SCHW $KKR $PLTR

$213M

81 positions

#18Pacific Asset Management, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $BRZE $IBIT $IAU

$179M

70 positions

#19JDH Wealth Management, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $BRZE $IBIT $IAU

$148M

54 positions

#20KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $EPAM $UNIT $MAR

$522M

97 positions

#21Beaird Harris Wealth Management, LLCActive

Notable overlap · 6 shared positions

$AMN $NKE $SNOW $UNIT $SCHW $IAU

$1.5B

686 positions

#22CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 5 shared positions

$AMN $NKE $GD $UNIT $SE

$334M

70 positions

#23BENNINGFIELD FINANCIAL ADVISORS, LLCSmart money

Notable overlap · 4 shared positions

$AMN $NKE $BRZE $PLTR

$127M

18 positions

#24ATLas Financial Planning LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $BRZE $MAR

$112M

69 positions

#25Kondo Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$AMN $NKE $SNOW

$266M

69 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.