What hedge funds are most similar to Blake Schutter Theil Wealth Advisors, LLC?

The funds with the most similar 13F portfolios to Blake Schutter Theil Wealth Advisors, LLC are Berkeley Partners,, Cullen ,, Evergreen Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

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 Blake Schutter Theil Wealth Advisors,

13F Portfolio OverlapQ1 2026Blake Schutter Theil Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Blake Schutter Theil Wealth Advisors, LLC is an institutional investor managing $148M across 110 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 Blake Schutter Theil Wealth Advisors, are Berkeley Partners,, Cullen ,, Evergreen Wealth ,, with shared positions in $KKR, $MKL, $COP, $DUK, $MDT, $BAC. The full ranking of 25 similar funds is below.

#1Berkeley Capital Partners, LLCActive

Notable overlap · 9 shared positions

$KKR $MKL $COP $DUK $MDT $BAC

$431M

184 positions

#2Cullen Capital Management, LLCActive

Notable overlap · 12 shared positions

$MS $COP $DUK $CB $BAC $JCI

$9.8B

213 positions

#3Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KKR $MKL $SNOW $HUM

$194M

54 positions

#4MidAtlantic Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$KKR $MS $SNOW $COP $WT $MKL

$145M

84 positions

#5Bay Capital Advisors, LLCActive

Notable overlap · 8 shared positions

$KKR $SNOW $TECK $WT $MS $HUM

$162M

107 positions

#6Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$KKR $MKL $HUM $WT $MS

$365M

111 positions

#7CROBANPassive

Notable overlap · 7 shared positions

$KKR $TECK $NIM $DUK $WT $NEE

$213M

73 positions

#8truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$KKR $MS $HUM $COP $WT

$97M

49 positions

#9Talisman Wealth Advisors LLCPassive

Notable overlap · 6 shared positions

$KKR $MS $HUM $WT $NEE $CTVA

$124M

101 positions

#10Sage Financial Management Group, Inc.Active

Notable overlap · 5 shared positions

$KKR $MKL $SNOW $COP $CB

$325M

57 positions

#11FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$KKR $MKL $COP $BAC

$133M

121 positions

#12Cherry Tree Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KKR $MKL $COP $WT $MDT $HUM

$473M

582 positions

#13Wharton Business Group, LLCActive

Notable overlap · 5 shared positions

$KKR $MKL $HUM $BAC $COP

$2.6B

141 positions

#14DAGCO, INC.Passive

Notable overlap · 5 shared positions

$KKR $MS $HUM $COP $NEE

$461M

353 positions

#15VSM Wealth Advisory, LLCPassive

Notable overlap · 5 shared positions

$KKR $MKL $COP $HUM $SNOW

$335M

505 positions

#16Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$MKL $KKR $SNOW $HUM $WT

$269M

506 positions

#17Accretive Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$KKR $MS $HUM $PM $GD $COP

$356M

180 positions

#18Financially in Tune, LLCActive

Notable overlap · 4 shared positions

$KKR $MKL $HUM $WT

$116M

77 positions

#19FC Advisory LLCActive

Notable overlap · 6 shared positions

$MKL $MS $SNOW $HUM $CB $COP

$342M

115 positions

#20Catalyst Investment Management LLCPassive

Notable overlap · 7 shared positions

$KKR $MS $HUM $WT $MKL $LOW

$90M

65 positions

#21OMNI 360 Wealth, Inc.Passive

Notable overlap · 7 shared positions

$KKR $MS $SNOW $WT $HUM $MKL

$194M

125 positions

#22Selby Wealth Management, LLCActive

Notable overlap · 6 shared positions

$KKR $MS $HUM $SNOW $WT $T

$254M

81 positions

#23Valley Financial Group, Inc.Active

Notable overlap · 5 shared positions

$MKL $MS $SNOW $COP $T

$185M

63 positions

#24Ballast, Inc.Active

Notable overlap · 4 shared positions

$KKR $MKL $DUK $CB

$432M

133 positions

#25Wealthcare Capital Partners, LLCActive

Notable overlap · 6 shared positions

$KKR $MKL $HUM $WT $COP $LOW

$213M

153 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.