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 HBE Wealth ,

13F Portfolio OverlapQ1 2026HBE Wealth , portfolio →

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Most similar hedge funds by 13F overlap

HBE Wealth Management, LLC is an institutional investor managing $139M across 59 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 HBE Wealth , are CLARIS ADVISORS, / MO /, Meritas Wealth ,, Petersen Hastings Wealth Advisors, with shared positions in $NEE, $AMN, $NKE, $MU, $CB, $BMY. The full ranking of 25 similar funds is below.

#1CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 4 shared positions

$NEE $AMN $NKE $MU

$334M

70 positions

#2Meritas Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$NEE $AMN $NKE

$221M

60 positions

#3Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 3 shared positions

$NEE $AMN $NKE

$1.1B

81 positions

#4Three Arch Wealth Management LLCActive

Substantial overlap · 3 shared positions

$NEE $AMN $NKE

$556M

61 positions

#5Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NEE $AMN $NKE

$119M

51 positions

#6TCI Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$AMN $NEE $NKE

$1.9B

251 positions

#7HMV Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $NKE

$213M

81 positions

#8McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $NKE

$119M

65 positions

#9Trailhead Planners LLCActive

Notable overlap · 3 shared positions

$NEE $AMN $NKE

$104M

49 positions

#10COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 8 shared positions

$AMN $NKE $NEE $CB $BMY $FTI

$97M

56 positions

#11True Wealth Design, LLCActive

Notable overlap · 6 shared positions

$NEE $AMN $BMY $PCG $FTI $MU

$360M

2,699 positions

#12MB Generational Wealth, LLCActive

Notable overlap · 3 shared positions

$NEE $AMN $NKE

$181M

66 positions

#13Generations Wealth, LLCSmart money

Notable overlap · 3 shared positions

$NEE $AMN $NKE

$103M

29 positions

#14Meredith Wealth PlanningActive

Notable overlap · 4 shared positions

$NEE $AMN $NKE $MU

$369M

70 positions

#15Torren Management, LLCActive

Notable overlap · 4 shared positions

$NEE $AMN $MU $CB

$201M

983 positions

#16POINCIANA ADVISORS GROUP, LLCPassive

Notable overlap · 7 shared positions

$AMN $NKE $NEE $BMY $FTI $INTC

$127M

130 positions

#17Oceanside Advisors LLCActive

Notable overlap · 4 shared positions

$NEE $NKE $AMN $MU

$175M

53 positions

#18FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 6 shared positions

$AMN $NEE $NKE $BMY $MU $PCG

$293M

105 positions

#19Savant Capital, LLCActive

Notable overlap · 3 shared positions

$NEE $NKE $AMN

$20.7B

1,500 positions

#20Kaufman Rossin Wealth, LLCActive

Notable overlap · 5 shared positions

$NEE $NKE $AMN $INTC $FTI

$174M

98 positions

#21Vistica Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $NEE $BMY $MU

$100M

49 positions

#22Focus Partners Advisor Solutions, LLCPassive

Notable overlap · 3 shared positions

$AMN $NKE $NEE

$9.9B

1,249 positions

#23DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $AMN $NEE

$249M

92 positions

#24KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $NEE

$522M

97 positions

#25NORTHWEST WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$AMN $NKE $NEE $MU $INTC

$665M

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.