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Hedge Funds Similar to NerdWallet Wealth Partners

13F Portfolio OverlapQ2 2026NerdWallet Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

NerdWallet Wealth Partners, LLC is an institutional investor managing $290M across 69 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NerdWallet Wealth Partners are Vivid Wealth, BNC WEALTH, Teamwork Financial Advisors, with shared positions in $PKG, $KLAC, $DE, $SRE, $UL, $MDY. The full ranking of 18 similar funds is below.

#1Vivid Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$PKG$KLAC$DE
$284M
73 positions
#2BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PKG$KLAC$DE
$414M
106 positions
#3Teamwork Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$PKG$KLAC$DE
$1.1B
215 positions
#4Sun Financial IncPassive
Slight overlap · 3 shared positions
$PKG$KLAC$DE
$212M
161 positions
#5FRG Family Wealth Advisors LLC
Slight overlap · 3 shared positions
$KLAC$DE$SRE
$611M
156 positions
#6Allen Capital Group, LLCPassive
Slight overlap · 3 shared positions
$KLAC$DE$UL
$1.2B
319 positions
#7Meriwether Wealth & Planning, LLCActive
Slight overlap · 3 shared positions
$KLAC$DE$UL
$202M
122 positions
#8Churchill Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$KLAC$DE$MDY
$519M
125 positions
#9Simmons BankPassive
Slight overlap · 3 shared positions
$KLAC$DE$MDY
$1.8B
369 positions
#10Orcam Financial GroupActive
Slight overlap · 3 shared positions
$KLAC$DE$MDY
$205M
105 positions
#11Sunbeam Capital Management, LLCActive
Slight overlap · 3 shared positions
$KLAC$DE$MDY
$219M
124 positions
#12CENTRAL BANK & TRUST COActive
Slight overlap · 3 shared positions
$KLAC$DE$MDY
$705M
185 positions
#13E&G Advisors, LPPassive
Slight overlap · 3 shared positions
$KLAC$DE$MDY
$518M
243 positions
#14Impax Asset Management Group plcActive
Slight overlap · 3 shared positions
$KLAC$DE$MAS
$15.4B
284 positions
#15TI-TRUST, INCPassive
Slight overlap · 3 shared positions
$DE$SRE$MDY
$186M
132 positions
#16Hills Bank & Trust CoActive
Slight overlap · 3 shared positions
$KLAC$DE$MDY
$2.3B
383 positions
#17WealthSpring Partners, LLCActive
Slight overlap · 3 shared positions
$DE$SRE$MDY
$116M
71 positions
#18FLOW TRADERS U.S. LLCPassive
Slight overlap · 3 shared positions
$KLAC$MDY$UL
$2.4B
979 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.