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Hedge Funds Similar to DeLarme Wealth ,

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

DeLarme Wealth Management, Inc. is an institutional investor managing $155M across 63 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 DeLarme Wealth , are Beaird Harris Wealth ,, Petersen Hastings Wealth Advisors, Financial Futures Ltd Liability, with shared positions in $AMN, $NKE, $DDOG, $UNIT, $MKL, $WT. The full ranking of 25 similar funds is below.

#1Beaird Harris Wealth Management, LLCActive
Notable overlap · 6 shared positions
$AMN$NKE$DDOG$UNIT$MKL$WT
$1.5B
686 positions
#2Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 4 shared positions
$AMN$NKE$DDOG$UNIT
$1.1B
81 positions
#3Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$AMN$NKE$DDOG$UNIT$KKR
$228M
72 positions
#4ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 4 shared positions
$AMN$NKE$DDOG$KKR
$158M
125 positions
#5KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$MKL
$522M
97 positions
#6Team Hewins, LLCSmart money
Notable overlap · 5 shared positions
$AMN$NKE$WT$TXN$UNIT
$337M
41 positions
#7HMV Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$TXN$KKR$NOC
$213M
81 positions
#8Burk Holdings LLCPassive
Notable overlap · 4 shared positions
$AMN$NKE$DDOG$WT
$233M
676 positions
#9Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$UNIT
$221M
60 positions
#10Three Arch Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$UNIT
$556M
61 positions
#11EnRich Financial Partners LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$DDOG
$377M
64 positions
#12LAM GROUP, INC.Passive
Notable overlap · 5 shared positions
$NKE$AMN$SNPS$UNIT$MKL
$182M
136 positions
#13COWA, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$WT$MKL
$371M
158 positions
#14TCI Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$AMN$NKE$MCD$DDOG
$1.9B
251 positions
#15CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$AMN$NKE$UNIT
$334M
70 positions
#16Kondo Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$NKE$WT
$266M
69 positions
#17McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$WT
$119M
65 positions
#18ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$WT
$112M
69 positions
#19Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$AMN$NKE$TXN
$170M
38 positions
#20Porter White Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$NKE$MKL
$250M
40 positions
#21Kane Co Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$AMN$NKE$DDOG$WT
$119M
51 positions
#22Hill Investment Group Partners, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NKE$NOC
$906M
50 positions
#23Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$MCD
$179M
70 positions
#24Focus Partners Advisor Solutions, LLCPassive
Notable overlap · 4 shared positions
$NKE$AMN$UNIT$WT
$9.9B
1,249 positions
#25Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$WT
$398M
88 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.