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Hedge Funds Similar to HMV Wealth Advisors,

13F Portfolio OverlapQ1 2026HMV Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

HMV Wealth Advisors, LLC is an institutional investor managing $257M across 89 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 HMV Wealth Advisors, are Meritas Wealth ,, Three Arch Wealth, Kane Wealth ,, with shared positions in $AMN, $NKE, $NEE, $PLTR, $SCHW, $LRCX. The full ranking of 25 similar funds is below.

#1Meritas Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$PLTR
$221M
60 positions
#2Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$556M
61 positions
#3Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$119M
51 positions
#4TCI Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$SCHW
$1.9B
251 positions
#5CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$334M
70 positions
#6Trailhead Planners LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$104M
49 positions
#7POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$LRCX
$127M
130 positions
#8KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$NEE$UNP$ABT
$522M
97 positions
#9Valued Wealth Advisors LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$SCHW$UNP$LRCX
$247M
751 positions
#10Hill Investment Group Partners, LLCSmart money
Substantial overlap · 4 shared positions
$AMN$NKE$LMT$NOC
$906M
50 positions
#11Team Hewins, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$TXN
$337M
41 positions
#12MB Generational Wealth, LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$181M
66 positions
#13Torren Management, LLCActive
Substantial overlap · 5 shared positions
$AMN$NEE$PLTR$LRCX$KO
$201M
983 positions
#14Meredith Wealth PlanningActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$369M
70 positions
#15McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$119M
65 positions
#16Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 5 shared positions
$AMN$NKE$NEE$REGN$ABT
$1.1B
81 positions
#17Burk Holdings LLCPassive
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$233M
676 positions
#18RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$LRCX$TXN$SCHW
$296M
80 positions
#19Generations Wealth, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$103M
29 positions
#20BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$251M
40 positions
#21Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$143M
50 positions
#22Parkshore Wealth Management, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$MPC$LMT
$299M
69 positions
#23Burton Enright WelchActive
Substantial overlap · 3 shared positions
$AMN$SCHW$SYK
$736M
134 positions
#24Mason Investment Advisory Services, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$SCHW$KKR
$2.2B
79 positions
#25Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 7 shared positions
$AMN$NKE$LRCX$SCHW$KO$TXN
$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.