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Hedge Funds Similar to NerdWallet Wealth Partners,

13F Portfolio OverlapQ1 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 Q1 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 AMERICAN FINANCIAL & TAX STRATEGIES, Pinnacle Financial Group, / IL, Sharper & Granite, with shared positions in $WT, $UNIT, $SCHW, $NOW, $DE, $RELX. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 4 shared positions
$WT$UNIT$SCHW$NOW
$206M
97 positions
#2Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 3 shared positions
$WT$UNIT$SCHW
$365M
111 positions
#3Sharper & Granite LLCPassive
Notable overlap · 4 shared positions
$WT$UNIT$SCHW$NOW
$293M
107 positions
#4truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$WT$UNIT$DE
$97M
49 positions
#5Alpine Bank Wealth ManagementActive
Notable overlap · 3 shared positions
$WT$UNIT$SCHW
$688M
161 positions
#6WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$WT$UNIT$SCHW$RELX
$508M
107 positions
#7Avant Capital LLCPassive
Notable overlap · 3 shared positions
$WT$UNIT$DE
$142M
76 positions
#8Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$WT$SCHW$DE
$90M
65 positions
#9Spinnaker Investment Group, LLCActive
Notable overlap · 3 shared positions
$WT$UNIT$SRE
$491M
147 positions
#10Glassman Wealth ServicesSmart money
Notable overlap · 3 shared positions
$WT$UNIT$SCHW
$736M
187 positions
#11Serenus Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$WT$RELX$UNIT
$501M
68 positions
#12CPWA, LLCPassive
Notable overlap · 3 shared positions
$WT$UNIT$SCHW
$84M
90 positions
#13REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$WT$UNIT$DE
$697M
218 positions
#14Fairway Wealth LLCPassive
Notable overlap · 3 shared positions
$WT$SCHW$DE
$379M
192 positions
#15MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$WT$SCHW$NOW
$507M
67 positions
#16Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 5 shared positions
$WT$SCHW$NOW$DE$RELX
$589M
138 positions
#17BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$WT$SCHW$RELX$NOW
$129M
217 positions
#18MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 4 shared positions
$WT$UNIT$SCHW$RELX
$136M
442 positions
#19HOWARD BAILEY SECURITIES, LLCPassive
Some overlap · 3 shared positions
$WT$SCHW$DE
$243M
122 positions
#20Financially in Tune, LLCActive
Some overlap · 3 shared positions
$WT$UNIT$NOW
$116M
77 positions
#21MidAtlantic Capital Management, Inc.Passive
Some overlap · 3 shared positions
$WT$UNIT$DE
$145M
84 positions
#22WT Wealth ManagementPassive
Some overlap · 3 shared positions
$WT$SCHW$RELX
$336M
138 positions
#23Falcon Wealth PlanningActive
Some overlap · 4 shared positions
$WT$UNIT$SCHW$NOW
$1.5B
236 positions
#24Milestone Investment Advisors LLCActive
Some overlap · 3 shared positions
$WT$UNIT$NOW
$414M
139 positions
#25Meramec Financial Planners, LLCPassive
Some overlap · 4 shared positions
$WT$UNIT$SCHW$RELX
$252M
520 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.