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Hedge Funds Similar to POINCIANA ADVISORS GROUP,

13F Portfolio OverlapQ1 2026POINCIANA ADVISORS GROUP, portfolio →
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Most similar hedge funds by 13F overlap

POINCIANA ADVISORS GROUP, LLC is an institutional investor managing $127M across 130 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 POINCIANA ADVISORS GROUP, are KEB ASSET ,, Meritas Wealth ,, Three Arch Wealth, with shared positions in $AMN, $NKE, $NEE, $EPAM, $GE, $SNOW. The full ranking of 25 similar funds is below.

#1KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$NEE$EPAM$GE
$522M
97 positions
#2Meritas Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$221M
60 positions
#3Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$556M
61 positions
#4Team Hewins, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$SNOW
$337M
41 positions
#5Valued Wealth Advisors LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$LRCX$T$GILD
$247M
751 positions
#6Kondo Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$SNOW$BAC
$266M
69 positions
#7HMV Wealth Advisors, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$LRCX
$213M
81 positions
#8Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$119M
51 positions
#9RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$LRCX$BAC
$296M
80 positions
#10Burk Holdings LLCPassive
Substantial overlap · 4 shared positions
$AMN$NKE$SNOW$BAC
$233M
676 positions
#11Trailhead Planners LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$104M
49 positions
#12TCI Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$T
$1.9B
251 positions
#13CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$334M
70 positions
#14Parkshore Wealth Management, Inc.Smart money
Substantial overlap · 5 shared positions
$AMN$BAC$SNOW$INTC$GE
$299M
69 positions
#15MB Generational Wealth, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$181M
66 positions
#16Burton Enright WelchActive
Substantial overlap · 4 shared positions
$AMN$RL$BAC$INTC
$736M
134 positions
#17Meredith Wealth PlanningActive
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$FIX
$369M
70 positions
#18Torren Management, LLCActive
Substantial overlap · 5 shared positions
$AMN$NEE$CMI$LRCX$CIEN
$201M
983 positions
#19Capstone Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$T
$143M
50 positions
#20Creative Capital Management Investments LLCActive
Substantial overlap · 5 shared positions
$AMN$GILD$BMY$GE$XEL
$348M
324 positions
#21WMG Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$T$BAC
$240M
100 positions
#22McCartney Wealth Management LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$SNOW
$119M
65 positions
#23Fort Vancouver Investment Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$SNOW$DAL
$197M
59 positions
#24Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$EPAM
$1.1B
81 positions
#25Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$SNOW$EPAM$LRCX
$931M
518 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.