Hedge Funds Similar to Generations Wealth,

13F Portfolio OverlapQ1 2026Generations Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Generations Wealth, LLC is an institutional investor managing $103M across 29 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 Generations Wealth, are Three Arch Wealth, Kane Wealth ,, Meritas Wealth ,, with shared positions in $AMN, $NEE, $NKE. The full ranking of 25 similar funds is below.

#1Three Arch Wealth Management LLCActive

Substantial overlap · 3 shared positions

$556M

61 positions

#2Kane Co Wealth Management, Inc.Active

Substantial overlap · 3 shared positions

$119M

51 positions

#3Meritas Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$221M

60 positions

#4Trailhead Planners LLCActive

Substantial overlap · 3 shared positions

$104M

49 positions

#5MB Generational Wealth, LLCActive

Substantial overlap · 3 shared positions

$181M

66 positions

#6CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 3 shared positions

$334M

70 positions

#7Meredith Wealth PlanningActive

Substantial overlap · 3 shared positions

$369M

70 positions

#8HMV Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$213M

81 positions

#9TCI Wealth Advisors, Inc.Active

Substantial overlap · 3 shared positions

$1.9B

251 positions

#10Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 3 shared positions

$1.1B

81 positions

#11McCartney Wealth Management LLCActive

Substantial overlap · 3 shared positions

$119M

65 positions

#12KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$522M

97 positions

#13POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 3 shared positions

$127M

130 positions

#14Capstone Wealth Management, LLCActive

Notable overlap · 3 shared positions

$143M

50 positions

#15HBE Wealth Management, LLCActive

Notable overlap · 3 shared positions

$115M

53 positions

#16FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$293M

105 positions

#17Flagstone Financial ManagementSmart money

Notable overlap · 3 shared positions

$403M

71 positions

#18COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 3 shared positions

$97M

56 positions

#19Foundry Financial LLCActive

Notable overlap · 3 shared positions

$236M

71 positions

#20Kaufman Rossin Wealth, LLCActive

Notable overlap · 3 shared positions

$174M

98 positions

#21CogentBlue Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$149M

78 positions

#22Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$175M

53 positions

#23EnRich Financial Partners LLCActive

Notable overlap · 3 shared positions

$377M

64 positions

#24NORTHWEST WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$665M

255 positions

#25CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$293M

1,255 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.