What hedge funds are most similar to Approach Retirement Advisors, LLC?

The funds with the most similar 13F portfolios to Approach Retirement Advisors, LLC are Burk, Wealth Architects,, Ballast Financial Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 Approach Retirement Advisors,

13F Portfolio OverlapQ1 2026Approach Retirement Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Approach Retirement Advisors, LLC is an institutional investor managing $138M across 82 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 Approach Retirement Advisors, are Burk, Wealth Architects,, Ballast Financial Advisors, with shared positions in $AMN, $NKE, $HUM, $IAU, $AMD, $IBM. The full ranking of 25 similar funds is below.

#1Burk Holdings LLCPassive

Notable overlap · 6 shared positions

$AMN $NKE $HUM $IAU $AMD $IBM

$233M

676 positions

#2Wealth Architects, LLCPassive

Notable overlap · 5 shared positions

$AMN $HUM $NKE $DOV $NEE

$1.1B

244 positions

#3Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $HUM $IAU $DOV $KKR

$98M

68 positions

#4Trailhead Planners LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $NEE $IAU

$104M

49 positions

#5Andrews Advisory Associates, LLCActive

Notable overlap · 7 shared positions

$AMN $HUM $DOV $NEE $IAU $KKR

$190M

82 positions

#6ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 8 shared positions

$AMN $NKE $SO $KKR $KO $IAU

$158M

125 positions

#7McCartney Wealth Management LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $NEE $DOV

$119M

65 positions

#8Foster Group, Inc.Active

Notable overlap · 5 shared positions

$AMN $NKE $NEE $DOV $UPST

$3.4B

284 positions

#9Focus Partners Advisor Solutions, LLCPassive

Notable overlap · 6 shared positions

$AMN $NKE $NEE $UPST $HUM $IAU

$9.9B

1,249 positions

#10Vistica Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $NEE $DOV

$100M

49 positions

#11Three Arch Wealth Management LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $NEE $DOV

$556M

61 positions

#12Tillman Hartley LLCActive

Notable overlap · 6 shared positions

$AMN $NKE $IAU $UPST $DOV $KO

$398M

88 positions

#13NORTHWEST WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$AMN $NKE $NEE $UPST $HUM

$665M

255 positions

#14DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $NEE $HUM $IAU

$249M

92 positions

#15HMV Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $NEE $KKR $KO

$213M

81 positions

#16Financial Harvest, LLCActive

Notable overlap · 7 shared positions

$AFL $IAU $NKE $KO $IBM $AMD

$170M

57 positions

#17Oceanside Advisors LLCActive

Notable overlap · 5 shared positions

$NKE $NEE $IAU $AMN $KO

$175M

53 positions

#18Meritas Wealth Management, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $NEE $UPST $IBM

$221M

60 positions

#19CURIO WEALTH, LLCActive

Notable overlap · 6 shared positions

$AMN $NKE $IAU $IBM $AMD $NEE

$293M

1,255 positions

#20JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$NKE $AMN $IAU $NEE $KO $SO

$1.1B

286 positions

#21Excelsior Advisor Network LLCPassive

Notable overlap · 8 shared positions

$HUM $IAU $DOV $NEE $SO $KKR

$263M

226 positions

#22Parkwoods Wealth Partners, LLCActive

Notable overlap · 6 shared positions

$NKE $AMN $NEE $IAU $CET $IBM

$408M

111 positions

#23ATLas Financial Planning LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $SO $DOV

$112M

69 positions

#24TCI Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$AMN $NKE $NEE $IBM

$1.9B

251 positions

#25Apeiron RIA LLCPassive

Notable overlap · 4 shared positions

$AMN $NKE $IAU $KKR

$431M

204 positions

Compare Approach Retirement Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Approach Retirement Advisors,’s holdings

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.