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Hedge Funds Similar to Hartmann Taylor Wealth ,

13F Portfolio OverlapQ1 2026Hartmann Taylor Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Hartmann Taylor Wealth Management, LLC is an institutional investor managing $151M across 54 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 Hartmann Taylor Wealth , are STONE LOFT WEALTH, Greenbush Financial Group,, DAHRING {-} CUSMANO, with shared positions in $MKL, $BRZE, $HUM, $CRM, $PLTR, $BAH. The full ranking of 25 similar funds is below.

#1STONE LOFT WEALTH MANAGEMENT LLCActive
Substantial overlap · 3 shared positions
$MKL$BRZE$HUM
$140M
29 positions
#2Greenbush Financial Group, LLCActive
Substantial overlap · 3 shared positions
$CRM$BRZE$PLTR
$302M
36 positions
#3DAHRING {-} CUSMANO LLCActive
Substantial overlap · 5 shared positions
$CRM$BAH$HUM$PLTR$SLV
$163M
58 positions
#4Luminvest Wealth Management LLCSmart money
Substantial overlap · 3 shared positions
$MKL$BRZE$HUM
$382M
55 positions
#5J. Derek Lewis & Associates Inc.Passive
Notable overlap · 3 shared positions
$CRM$BAH$PLTR
$427M
206 positions
#6Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 4 shared positions
$MKL$BRZE$DOV$HUM
$578M
118 positions
#7St. Louis Trust CoActive
Notable overlap · 4 shared positions
$BRZE$MKL$DOV$ASML
$856M
145 positions
#8SVRN Asset Management, LLCActive
Notable overlap · 4 shared positions
$BRZE$MKL$BAH$HUM
$103M
37 positions
#9Forge Financial Services LLCSmart money
Notable overlap · 3 shared positions
$CRM$BAH$BRZE
$987M
31 positions
#10Breakwater Investment ManagementPassive
Notable overlap · 5 shared positions
$BRZE$MKL$DOV$HUM$PLTR
$269M
506 positions
#11Merited Wealth, LLCPassive
Notable overlap · 3 shared positions
$CRM$BAH$DOV
$121M
79 positions
#12Topsail Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$MKL$HUM
$678M
294 positions
#13Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$BRZE$MKL$DOV
$1.1B
121 positions
#14Wrenne Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$MKL$BRZE$HUM
$255M
49 positions
#15Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$DOV$HUM
$127M
57 positions
#16Orcam Financial GroupSmart money
Notable overlap · 3 shared positions
$BRZE$DOV$MKL
$141M
62 positions
#17McCarthy Asset Management, Inc.
Notable overlap · 4 shared positions
$BRZE$BAH$HUM$SLV
$192M
27 positions
#18FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$BRZE$MKL$DOV
$133M
121 positions
#19Souders Financial AdvisorsPassive
Notable overlap · 3 shared positions
$BRZE$BAH$HUM
$876M
216 positions
#20Vanguard National Trust CoActive
Notable overlap · 4 shared positions
$BRZE$MKL$DOV$HUM
$1.6B
751 positions
#21Swisher Financial Concepts, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$BAH$SLV
$179M
102 positions
#22Five Pine Wealth ManagementActive
Notable overlap · 4 shared positions
$MKL$DOV$SLV$BRZE
$161M
47 positions
#23Compton Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$MKL$HUM$CRM
$449M
85 positions
#24Charter Oak Capital Management, LLCActive
Notable overlap · 5 shared positions
$BRZE$MKL$HUM$DOV$CRM
$1.3B
208 positions
#25MilWealth Group LLCSmart money
Notable overlap · 5 shared positions
$MKL$HUM$BRZE$CRM$PLTR
$420M
81 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.