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 VESTIA PERSONAL WEALTH ADVISORS

13F Portfolio OverlapQ1 2026VESTIA PERSONAL WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

VESTIA PERSONAL WEALTH ADVISORS is an institutional investor managing $213M across 99 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 VESTIA PERSONAL WEALTH ADVISORS are ANDREWS, LUCIA WEALTH, JACKSON THORNTON WEALTH ,, Richard Young Associates, Ltd., with shared positions in $NKE, $IAU, $UNIT, $KO, $NSC, $HUM. The full ranking of 25 similar funds is below.

#1ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Substantial overlap · 3 shared positions

$NKE $IAU $UNIT

$167M

35 positions

#2JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$NKE $IAU $KO

$1.1B

286 positions

#3Richard Young Associates, Ltd.Smart money

Substantial overlap · 3 shared positions

$NKE $IAU $KO

$132M

25 positions

#4Shearwater Capital LLCSmart money

Substantial overlap · 3 shared positions

$NKE $NSC $HUM

$191M

71 positions

#5Parkwoods Wealth Partners, LLCActive

Substantial overlap · 3 shared positions

$NKE $IAU $IBM

$408M

111 positions

#6BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 3 shared positions

$NKE $IAU $HUM

$251M

40 positions

#7Team Hewins, LLCSmart money

Substantial overlap · 4 shared positions

$NKE $WT $HUM $UNIT

$337M

41 positions

#8Index Fund Advisors, Inc.Smart money

Substantial overlap · 3 shared positions

$NKE $UNIT $KO

$2.2B

127 positions

#9DIXON FNANCIAL SERVICES, INC.Smart money

Substantial overlap · 3 shared positions

$NKE $NSC $WT

$223M

44 positions

#10Financially in Tune, LLCActive

Substantial overlap · 6 shared positions

$NKE $UNIT $IBM $WT $LEN $HUM

$116M

77 positions

#11Hill Investment Group Partners, LLCSmart money

Substantial overlap · 3 shared positions

$NKE $NSC $GMM

$906M

50 positions

#12KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$NKE $UNIT $IBM

$522M

97 positions

#13PINNEY & SCOFIELD, INC.Active

Substantial overlap · 4 shared positions

$NKE $IAU $NSC $IBM

$185M

243 positions

#14DOPKINS WEALTH MANAGEMENT, LLCActive

Substantial overlap · 4 shared positions

$NKE $UNIT $HUM $IAU

$249M

92 positions

#15Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 3 shared positions

$NKE $IAU $NSC

$250M

40 positions

#16Oceanside Advisors LLCActive

Substantial overlap · 4 shared positions

$NKE $IAU $KO $NSC

$175M

53 positions

#17Squire Investment Management Company, LLCActive

Substantial overlap · 3 shared positions

$NKE $IAU $CL

$360M

76 positions

#18Planning Center, Inc.Smart money

Substantial overlap · 5 shared positions

$NKE $NSC $HUM $IBM $KO

$987M

78 positions

#19Meritas Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$NKE $UNIT $NSC $IBM

$221M

60 positions

#20Broadhurst Jeffrey BActive

Substantial overlap · 3 shared positions

$NKE $IAU $NSC

$98M

41 positions

#21Lauterbach Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$NKE $UNIT $HUM

$205M

79 positions

#22EQ WEALTH ADVISORS, LLCActive

Substantial overlap · 3 shared positions

$NKE $IAU $HUM

$171M

54 positions

#23MASECO LLPActive

Notable overlap · 3 shared positions

$NKE $KO $UNIT

$3.2B

391 positions

#24DiNuzzo Private Wealth, Inc.Active

Notable overlap · 3 shared positions

$NKE $IAU $IBM

$928M

1,345 positions

#25Rather & Kittrell, Inc.Active

Notable overlap · 3 shared positions

$NKE $IAU $NSC

$648M

113 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.