13F Pro

Hedge Funds Similar to FAMILY WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026FAMILY WEALTH PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

FAMILY WEALTH PARTNERS, LLC is an institutional investor managing $326M across 109 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 FAMILY WEALTH PARTNERS, are MB Generational Wealth,, Kane Wealth ,, Discipline Wealth Solutions,, with shared positions in $AMN, $NEE, $UNIT, $NKE, $MKL, $SE. The full ranking of 25 similar funds is below.

#1MB Generational Wealth, LLCActive
Notable overlap · 6 shared positions
$AMN$NEE$UNIT$NKE$MKL$SE
$181M
66 positions
#2Kane Co Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$AMN$NEE$WT$NKE
$119M
51 positions
#3Discipline Wealth Solutions, LLCActive
Notable overlap · 8 shared positions
$UNIT$NEE$MKL$WT$SCHW$BRZE
$950M
192 positions
#4Meredith Wealth PlanningActive
Notable overlap · 8 shared positions
$AMN$NEE$BRZE$NKE$COP$MU
$369M
70 positions
#5LAM GROUP, INC.Passive
Notable overlap · 7 shared positions
$UNIT$AMN$MKL$NKE$SCHW$SE
$182M
136 positions
#6Meritas Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AMN$NEE$UNIT$NKE
$221M
60 positions
#7CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 7 shared positions
$AMN$NEE$NKE$UNIT$SE$COP
$334M
70 positions
#8Three Arch Wealth Management LLCActive
Notable overlap · 4 shared positions
$AMN$NEE$UNIT$NKE
$556M
61 positions
#9McCartney Wealth Management LLCActive
Notable overlap · 5 shared positions
$AMN$NEE$WT$NKE$SNOW
$119M
65 positions
#10HBE Wealth Management, LLCActive
Notable overlap · 6 shared positions
$AMN$NEE$NKE$BMY$MU$PCG
$115M
53 positions
#11Torren Management, LLCActive
Notable overlap · 5 shared positions
$AMN$NEE$WT$UNIT$MU
$201M
983 positions
#12True Wealth Design, LLCActive
Notable overlap · 7 shared positions
$AMN$NEE$BMY$MU$PCG$FIX
$360M
2,699 positions
#13HMV Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$AMN$NEE$SCHW$NKE$LMT
$213M
81 positions
#14Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 6 shared positions
$AMN$NEE$NKE$SE$COP$UNIT
$1.1B
81 positions
#1525 LLCActive
Notable overlap · 4 shared positions
$NEE$UNIT$BRZE$NKE
$324M
69 positions
#16TCI Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$AMN$NEE$NKE$SCHW
$1.9B
251 positions
#17Efficient Advisors, LLCActive
Notable overlap · 9 shared positions
$UNIT$SCHW$MKL$BRZE$NEE$WT
$1.4B
58 positions
#18Trailhead Planners LLCActive
Notable overlap · 3 shared positions
$AMN$NEE$NKE
$104M
49 positions
#19Generations Wealth, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NEE$NKE
$103M
29 positions
#20High Probability Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$NEE$SNOW
$781M
67 positions
#21STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 3 shared positions
$AMN$NEE$SE
$143M
30 positions
#22Azora Capital LPActive
Notable overlap · 3 shared positions
$LPLA$WT$SCHW
$1.5B
45 positions
#23Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 5 shared positions
$AMN$UNIT$WT$SE$SCHW
$2.2B
79 positions
#24COLLECTIVE FAMILY OFFICE LLCPassive
Notable overlap · 5 shared positions
$AMN$UNIT$BRZE$NKE$MKL
$489M
161 positions
#25Prosperity Planning, Inc.Active
Notable overlap · 8 shared positions
$UNIT$AMN$NKE$SNOW$SE$BRZE
$395M
110 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.