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 FMB WEALTH

13F Portfolio OverlapQ1 2026FMB WEALTH portfolio →

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Most similar hedge funds by 13F overlap

FMB WEALTH MANAGEMENT is an institutional investor managing $242M across 73 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 FMB WEALTH are Porter White Investment Advisors,, Burk, Tillman Hartley, with shared positions in $NKE, $AMN, $IAU, $NSC, $SCHW, $BAC. The full ranking of 25 similar funds is below.

#1Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 4 shared positions

$NKE $AMN $IAU $NSC

$250M

40 positions

#2Burk Holdings LLCPassive

Substantial overlap · 5 shared positions

$NKE $AMN $IAU $SCHW $BAC

$233M

676 positions

#3Tillman Hartley LLCActive

Substantial overlap · 4 shared positions

$NKE $AMN $IAU $SCHW

$398M

88 positions

#4Rather & Kittrell, Inc.Active

Substantial overlap · 5 shared positions

$NKE $IAU $NSC $BAC $NEE

$648M

113 positions

#5LAM GROUP, INC.Passive

Notable overlap · 8 shared positions

$NKE $AMN $MAR $BA $SCHW $AMGN

$182M

136 positions

#6Hill Investment Group Partners, LLCSmart money

Notable overlap · 3 shared positions

$NKE $AMN $NSC

$906M

50 positions

#7PINNEY & SCOFIELD, INC.Active

Notable overlap · 5 shared positions

$NKE $IAU $NSC $NEE $SCHW

$185M

243 positions

#8McCartney Wealth Management LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $NSC $NEE

$119M

65 positions

#9Oceanside Advisors LLCActive

Notable overlap · 7 shared positions

$NKE $IAU $AMN $SCHW $MU $NEE

$175M

53 positions

#10Pacific Asset Management, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $IAU $BA

$179M

70 positions

#11ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 7 shared positions

$NKE $AMN $SCHW $IAU $NEE $MAR

$158M

125 positions

#12Frankly Finances, LLCActive

Notable overlap · 4 shared positions

$NKE $IAU $AMN $SCHW

$110M

64 positions

#13Broadhurst Jeffrey BActive

Notable overlap · 3 shared positions

$NKE $IAU $NSC

$98M

41 positions

#14JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$NKE $IAU $AMN $MU $NEE $LRCX

$1.1B

286 positions

#15Beaird Harris Wealth Management, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $IAU $SCHW

$1.5B

686 positions

#16BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$NKE $AMN $SCHW $IAU

$251M

40 positions

#17COWA, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $IAU $AMGN

$371M

158 positions

#18CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 5 shared positions

$NKE $AMN $BA $NEE $MU

$334M

70 positions

#19ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$NKE $IAU $AMN $NEE

$167M

35 positions

#20COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $MU $NEE

$97M

56 positions

#21Plancorp, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $SCHW $BAC

$3.5B

378 positions

#22DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $SCHW $NEE $IAU

$249M

92 positions

#23ATLas Financial Planning LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $MAR $BAC

$112M

69 positions

#24Lauterbach Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $MAR $NEE

$205M

79 positions

#25Meritas Wealth Management, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $NEE $NSC

$221M

60 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.