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Hedge Funds Similar to Journey Beyond Wealth,

13F Portfolio OverlapQ1 2026Journey Beyond Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Journey Beyond Wealth, LLC is an institutional investor managing $116M across 29 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 Journey Beyond Wealth, are Five Pine Wealth, Mullooly Asset ,, MB, LEVIS & ASSOCIATES,, with shared positions in $MKL, $SNOW, $IAU, $DDOG, $LMT, $NKE. The full ranking of 25 similar funds is below.

#1Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$MKL$SNOW$IAU
$161M
47 positions
#2Mullooly Asset Management, Inc.Active
Notable overlap · 3 shared positions
$MKL$DDOG$LMT
$271M
51 positions
#3MB, LEVIS & ASSOCIATES, LLCPassive
Notable overlap · 3 shared positions
$MKL$DDOG$LMT
$240M
234 positions
#4Kestra Investment Management, LLCActive
Notable overlap · 4 shared positions
$MKL$NKE$DDOG$SNOW
$5.8B
439 positions
#5Verus Financial Partners, Inc.Smart money
Notable overlap · 5 shared positions
$MKL$NKE$SNOW$DDOG$IAU
$1.1B
121 positions
#6FC Advisory LLCActive
Notable overlap · 3 shared positions
$MKL$SNOW$DDOG
$342M
115 positions
#7Forvis Mazars Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$NKE$DDOG
$5.3B
399 positions
#8Compass Planning Associates IncSmart money
Notable overlap · 3 shared positions
$MKL$SNOW$DDOG
$156M
30 positions
#9Frankly Finances, LLCActive
Notable overlap · 4 shared positions
$NKE$MKL$SNOW$IAU
$110M
64 positions
#10Archvest Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$MKL$NKE$SNOW
$155M
74 positions
#11Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$MKL$DDOG$IAU
$578M
118 positions
#12Navigate Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$MKL$DDOG
$142M
72 positions
#13Newton One Investments LLCActive
Notable overlap · 3 shared positions
$MKL$DDOG$SNOW
$368M
121 positions
#14Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$NKE$SNOW$MKL$IAU
$171M
106 positions
#15Hillcrest Wealth Advisors - NY, LLCActive
Notable overlap · 3 shared positions
$MKL$SNOW$IAU
$247M
51 positions
#16Evergreen Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MKL$SNOW$LMT
$194M
54 positions
#17OMNI 360 Wealth, Inc.Passive
Notable overlap · 5 shared positions
$NKE$SNOW$MKL$DDOG$LMT
$194M
125 positions
#18FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$NKE$SNOW$MKL$IAU
$754M
345 positions
#19Savant Capital, LLCActive
Notable overlap · 4 shared positions
$NKE$SNOW$DDOG$MKL
$20.7B
1,500 positions
#20Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$NKE$SNOW$DDOG$IAU
$228M
72 positions
#21Altiora Financial Group, LLCActive
Notable overlap · 4 shared positions
$NKE$SNOW$DDOG$IAU
$607M
110 positions
#22Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$NKE$SNOW$DDOG$IAU
$337M
117 positions
#23Burk Holdings LLCPassive
Notable overlap · 4 shared positions
$NKE$SNOW$DDOG$IAU
$233M
676 positions
#24Opus Financial Solutions LLCPassive
Notable overlap · 4 shared positions
$NKE$SNOW$DDOG$IAU
$106M
103 positions
#25VSM Wealth Advisory, LLCPassive
Notable overlap · 4 shared positions
$MKL$DDOG$LMT$SNOW
$335M
505 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.