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Hedge Funds Similar to Trace Wealth Advisors,

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

Trace Wealth Advisors, LLC is an institutional investor managing $133M across 66 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 Trace Wealth Advisors, are Kane Wealth ,, Fonville Wealth, Burk, with shared positions in $AMN, $NKE, $DE, $WT, $HUM, $SCHW. The full ranking of 25 similar funds is below.

#1Kane Co Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$AMN$NKE$DE$WT
$119M
51 positions
#2Fonville Wealth Management LLCPassive
Notable overlap · 5 shared positions
$AMN$NKE$HUM$SCHW$PLTR
$525M
138 positions
#3Burk Holdings LLCPassive
Notable overlap · 5 shared positions
$AMN$NKE$HUM$SCHW$WT
$233M
676 positions
#4COWA, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$MKL$BMY$WT
$371M
158 positions
#5KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$DE$MKL
$522M
97 positions
#6Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$MKL$WT$SCHW
$1.5B
686 positions
#7Team Hewins, LLCSmart money
Notable overlap · 4 shared positions
$AMN$NKE$HUM$WT
$337M
41 positions
#8BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$AMN$NKE$SCHW$HUM
$251M
40 positions
#9Porter White Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$NKE$MKL
$250M
40 positions
#10CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 5 shared positions
$AMN$NKE$PFE$DIS$AMAT
$334M
70 positions
#11HMV Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$SCHW$PLTR
$213M
81 positions
#12Meritas Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$DIS$PLTR
$221M
60 positions
#13Kondo Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$AMN$NKE$DIS$WT
$266M
69 positions
#14Plancorp, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$3.5B
378 positions
#15Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 6 shared positions
$AMN$NKE$MKL$BMY$SCHW$PLTR
$503M
198 positions
#16POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 3 shared positions
$AMN$NKE$BMY
$127M
130 positions
#17QUARRY HILL ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NKE$MKL
$243M
51 positions
#18Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 7 shared positions
$AMN$NKE$MKL$DE$SCHW$WT
$931M
518 positions
#19Valued Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$247M
751 positions
#20Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$718M
278 positions
#21VeraBank, N.A.Active
Notable overlap · 4 shared positions
$FLEX$NKE$DE$SCHW
$546M
173 positions
#22RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$296M
80 positions
#23BENNINGFIELD FINANCIAL ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NKE$PLTR
$127M
18 positions
#24TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$1.9B
251 positions
#25McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$WT
$119M
65 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.