How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Burk

13F Portfolio OverlapQ1 2026Burk portfolio →

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Most similar hedge funds by 13F overlap

Burk Holdings LLC is an institutional investor managing $233M across 676 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 Burk are Team Hewins,, Porter White Investment Advisors,, Moisand Fitzgerald Tamayo,, with shared positions in $AMN, $NKE, $SNOW, $HUM, $WT, $IAU. The full ranking of 25 similar funds is below.

#1Team Hewins, LLCSmart money

Substantial overlap · 5 shared positions

$AMN $NKE $SNOW $HUM $WT

$337M

41 positions

#2Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $NKE $IAU

$250M

40 positions

#3Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 6 shared positions

$AMN $IAU $SNOW $NKE $SCHW $WT

$931M

518 positions

#4Kondo Wealth Advisors, Inc.Active

Substantial overlap · 5 shared positions

$AMN $NKE $WT $SNOW $BAC

$266M

69 positions

#5Trailhead Planners LLCActive

Substantial overlap · 3 shared positions

$AMN $IAU $NKE

$104M

49 positions

#6KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $IBM

$522M

97 positions

#7Meritas Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $IBM

$221M

60 positions

#8BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 5 shared positions

$AMN $NKE $IAU $SCHW $HUM

$251M

40 positions

#9POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 4 shared positions

$AMN $NKE $SNOW $BAC

$127M

130 positions

#10McCartney Wealth Management LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $SNOW $WT

$119M

65 positions

#11Valued Wealth Advisors LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $SCHW

$247M

751 positions

#12TCI Wealth Advisors, Inc.Active

Substantial overlap · 5 shared positions

$AMN $NKE $IBM $SCHW $DDOG

$1.9B

251 positions

#13RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 7 shared positions

$AMN $NKE $DHR $IAU $AMD $BAC

$296M

80 positions

#14Capstone Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $DHR

$143M

50 positions

#15Pacific Asset Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $IAU $NKE

$179M

70 positions

#16Burton Enright WelchActive

Substantial overlap · 4 shared positions

$AMN $IAU $SCHW $BAC

$736M

134 positions

#17HMV Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $SCHW

$213M

81 positions

#18Arcadia Wealth Management, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $IAU $SNOW

$185M

55 positions

#19Cauble & Harre Wealth Management, Inc.Passive

Substantial overlap · 4 shared positions

$AMN $IAU $SNOW $HUM

$126M

74 positions

#20Kane Co Wealth Management, Inc.Active

Substantial overlap · 4 shared positions

$AMN $NKE $WT $DDOG

$119M

51 positions

#21Beaird Harris Wealth Management, LLCActive

Substantial overlap · 8 shared positions

$AMN $NKE $IAU $OKE $DDOG $SNOW

$1.5B

686 positions

#22ACCREDITED INVESTOR SERVICES, LLCSmart money

Substantial overlap · 4 shared positions

$AMN $IAU $HUM $DDOG

$156M

77 positions

#23Physician Wealth Solutions Inc.Active

Substantial overlap · 4 shared positions

$AMN $SNOW $AMD $DDOG

$242M

45 positions

#24Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 5 shared positions

$AMN $NKE $DDOG $IAU $PSX

$1.1B

81 positions

#25BWM Planning, LLCActive

Substantial overlap · 4 shared positions

$AMN $SNOW $NKE $PSX

$379M

87 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.