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Hedge Funds Similar to Three Arch Wealth

13F Portfolio OverlapQ1 2026Three Arch Wealth portfolio →
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Most similar hedge funds by 13F overlap

Three Arch Wealth Management LLC is an institutional investor managing $556M across 61 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 Three Arch Wealth are Meritas Wealth ,, KEB ASSET ,, CLARIS ADVISORS, / MO /, with shared positions in $AMN, $NKE, $NEE, $UNIT, $NOW, $DOV. The full ranking of 25 similar funds is below.

#1Meritas Wealth Management, LLCActive
Highly similar · 4 shared positions
$AMN$NKE$NEE$UNIT
$221M
60 positions
#2KEB ASSET MANAGEMENT, LLCActive
Highly similar · 4 shared positions
$AMN$NKE$NEE$UNIT
$522M
97 positions
#3CLARIS ADVISORS, LLC / MO /Active
Highly similar · 4 shared positions
$NKE$AMN$NEE$UNIT
$334M
70 positions
#4Team Hewins, LLCSmart money
Highly similar · 3 shared positions
$AMN$NKE$UNIT
$337M
41 positions
#5Kane Co Wealth Management, Inc.Active
Highly similar · 3 shared positions
$AMN$NEE$NKE
$119M
51 positions
#6Capstone Wealth Management, LLCActive
Highly similar · 3 shared positions
$NKE$AMN$NEE
$143M
50 positions
#7Meredith Wealth PlanningActive
Highly similar · 4 shared positions
$AMN$NEE$NKE$UNIT
$369M
70 positions
#8Torren Management, LLCActive
Highly similar · 4 shared positions
$AMN$NEE$UNIT$NOW
$201M
983 positions
#9Trailhead Planners LLCActive
Highly similar · 3 shared positions
$AMN$NEE$NKE
$104M
49 positions
#10Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 5 shared positions
$AMN$NKE$NEE$DOV$UNIT
$1.1B
81 positions
#11TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$1.9B
251 positions
#12HMV Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$213M
81 positions
#13MB Generational Wealth, LLCActive
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$UNIT
$181M
66 positions
#14JDH Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$DOV
$148M
54 positions
#15QUARRY HILL ADVISORS, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$243M
51 positions
#16RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NOW
$296M
80 positions
#17DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$UNIT
$249M
92 positions
#18POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$127M
130 positions
#19Vistica Wealth Advisors, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$DOV
$100M
49 positions
#20EnRich Financial Partners LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$377M
64 positions
#21McCartney Wealth Management LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$DOV
$119M
65 positions
#22Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$AMN
$175M
53 positions
#23COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$97M
56 positions
#24Fort Vancouver Investment Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$DOV$NOW
$197M
59 positions
#25ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Substantial overlap · 4 shared positions
$NKE$NEE$AMN$UNIT
$167M
35 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.