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Hedge Funds Similar to Smartleaf Asset

13F Portfolio OverlapQ1 2026Smartleaf Asset portfolio →
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Most similar hedge funds by 13F overlap

Smartleaf Asset Management LLC is an institutional investor managing $2.8B across 3,510 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 Smartleaf Asset are Evanson Asset ,, Kane Wealth ,, Falcon Wealth Planning, with shared positions in $WT, $NKE, $DOV, $DDOG, $AMN, $UPST. The full ranking of 25 similar funds is below.

#1Evanson Asset Management, LLCActive
Some overlap · 5 shared positions
$WT$NKE$DOV$DDOG$AMN
$1.9B
321 positions
#2Kane Co Wealth Management, Inc.Active
Some overlap · 4 shared positions
$WT$NKE$AMN$DDOG
$119M
51 positions
#3Falcon Wealth PlanningActive
Some overlap · 4 shared positions
$WT$NKE$AMN$UPST
$1.5B
236 positions
#4Kestra Investment Management, LLCActive
Some overlap · 5 shared positions
$WT$NKE$DDOG$AMN$VLTO
$5.8B
439 positions
#5CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WT$NKE$AMN$CRM
$309M
132 positions
#6Kondo Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$WT$NKE$AMN
$266M
69 positions
#7Del-Sette Capital Management, LLCActive
Some overlap · 3 shared positions
$WT$NKE$AMN
$167M
44 positions
#8CLG LLCActive
Some overlap · 6 shared positions
$WT$NKE$CRM$BAH$FCFS$DOV
$403M
134 positions
#9Causey Wealth LLCPassive
Some overlap · 3 shared positions
$WT$NKE$UPST
$236M
81 positions
#10Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$WT$NKE$UPST
$114M
84 positions
#11Apeiron RIA LLCPassive
Some overlap · 4 shared positions
$NKE$WT$AMN$DDOG
$431M
204 positions
#12Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$WT$NKE$AMN
$678M
190 positions
#13ATLas Financial Planning LLCActive
Some overlap · 4 shared positions
$NKE$WT$DOV$AMN
$112M
69 positions
#14EARNED WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$NKE$WT$AMN$FCFS$DDOG
$1.5B
468 positions
#15Burk Holdings LLCPassive
Some overlap · 4 shared positions
$NKE$WT$AMN$DDOG
$233M
676 positions
#16OMNI 360 Wealth, Inc.Passive
Some overlap · 4 shared positions
$NKE$WT$BAH$DDOG
$194M
125 positions
#17Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 4 shared positions
$WT$DOV$AMN$FCFS
$132M
80 positions
#18Savant Capital, LLCActive
Some overlap · 4 shared positions
$NKE$WT$AMN$DDOG
$20.7B
1,500 positions
#19Gateway Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$WT$AMN$CRM$FCFS$DOV$BAH
$2.6B
925 positions
#20Sculati Wealth Management, LLCPassive
Some overlap · 4 shared positions
$NKE$WT$AMN$CRM
$271M
116 positions
#21Elmwood Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$WT$NKE$CRM$DDOG$UPST
$362M
178 positions
#22Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 4 shared positions
$NKE$WT$AMN$UPST
$5.8B
996 positions
#23McCartney Wealth Management LLCActive
Some overlap · 4 shared positions
$NKE$DOV$WT$AMN
$119M
65 positions
#24Opus Financial Solutions LLCPassive
Some overlap · 4 shared positions
$NKE$WT$UPST$DDOG
$106M
103 positions
#25Etesian Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$WT$AMN$FCFS$DOV
$313M
138 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.