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Hedge Funds Similar to Vestwell Advisors,

13F Portfolio OverlapQ1 2026Vestwell Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Vestwell Advisors, LLC is an institutional investor managing $365M across 31 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 Vestwell Advisors, are Zhang Financial, Wealth Architects,, Midwestern Financial, /IA, with shared positions in $DOV, $UNIT, $AMN, $SNOW, $UPST, $APP. The full ranking of 25 similar funds is below.

#1Zhang Financial LLCActive
Some overlap · 4 shared positions
$DOV$UNIT$AMN$SNOW
$2.9B
367 positions
#2Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$DOV$UNIT$AMN
$1.1B
244 positions
#3Midwestern Financial, LLC /IAActive
Some overlap · 3 shared positions
$DOV$UNIT$UPST
$127M
54 positions
#4Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$UNIT$UPST
$127M
57 positions
#5PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$UNIT$SNOW
$198M
106 positions
#6HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$UNIT$SNOW
$187M
72 positions
#7Coordinated Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$UNIT$SNOW
$174M
176 positions
#8Investments & Financial Planning, LLCSmart money
Some overlap · 3 shared positions
$DOV$UNIT$SNOW
$184M
36 positions
#9Pacific Park Financial, Inc.Active
Some overlap · 4 shared positions
$DOV$UNIT$UPST$SNOW
$153M
73 positions
#10Silver Coast Investments LLCActive
Slight overlap · 3 shared positions
$DOV$UNIT$SNOW
$313M
119 positions
#113EDGE Asset Management, LPSmart money
Slight overlap · 3 shared positions
$DOV$UNIT$AMN
$2.1B
91 positions
#12Breakwater Investment ManagementPassive
Slight overlap · 3 shared positions
$DOV$UPST$SNOW
$269M
506 positions
#13RETIREMENT CAPITAL STRATEGIESActive
Slight overlap · 3 shared positions
$DOV$UPST$SNOW
$265M
62 positions
#14TrustWell Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$DOV$UPST$SNOW
$106M
70 positions
#15Intergy Private Wealth, LLCActive
Slight overlap · 3 shared positions
$DOV$AMN$SNOW
$341M
123 positions
#16Evanson Asset Management, LLCActive
Slight overlap · 3 shared positions
$DOV$UNIT$AMN
$1.9B
321 positions
#17BARINGS LLCActive
Slight overlap · 3 shared positions
$DOV$UNIT$SNOW
$6.2B
179 positions
#18Financial Plan, Inc.Active
Slight overlap · 3 shared positions
$DOV$AMN$UPST
$933M
94 positions
#19Copia Wealth ManagementPassive
Slight overlap · 3 shared positions
$DOV$UNIT$SNOW
$146M
532 positions
#20Ballast Financial Advisors LLCActive
Slight overlap · 3 shared positions
$DOV$UNIT$AMN
$98M
68 positions
#21Creekside PartnersPassive
Slight overlap · 3 shared positions
$DOV$UNIT$APP
$243M
183 positions
#22STUDIO INVESTMENT MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$DOV$UNIT$UPST
$547M
180 positions
#23SC&H Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$DOV$UNIT$AMN
$663M
155 positions
#24Wealth Management NebraskaSmart money
Slight overlap · 3 shared positions
$DOV$UNIT$SNOW
$987M
100 positions
#25MidAtlantic Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$DOV$UNIT$SNOW
$145M
84 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.