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Hedge Funds Similar to Trailhead Planners

13F Portfolio OverlapQ1 2026Trailhead Planners portfolio →
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Most similar hedge funds by 13F overlap

Trailhead Planners LLC is an institutional investor managing $104M across 49 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 Trailhead Planners are Meredith Wealth Planning, Kane Wealth ,, STOLZ & ASSOCIATES, PS, with shared positions in $AMN, $NEE, $NKE, $IAU. The full ranking of 25 similar funds is below.

#1Meredith Wealth PlanningActive
Highly similar · 3 shared positions
$AMN$NEE$NKE
$369M
70 positions
#2Kane Co Wealth Management, Inc.Active
Highly similar · 3 shared positions
$AMN$NEE$NKE
$119M
51 positions
#3STOLZ & ASSOCIATES, PSSmart money
Highly similar · 3 shared positions
$AMN$NEE$IAU
$143M
30 positions
#4Three Arch Wealth Management LLCActive
Highly similar · 3 shared positions
$AMN$NEE$NKE
$556M
61 positions
#5Meritas Wealth Management, LLCActive
Highly similar · 3 shared positions
$AMN$NEE$NKE
$221M
60 positions
#6SATOVSKY ASSET MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$IAU
$566M
73 positions
#7Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$IAU$NKE
$250M
40 positions
#8MB Generational Wealth, LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$181M
66 positions
#9CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$334M
70 positions
#10KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$522M
97 positions
#11HMV Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$213M
81 positions
#12RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$IAU
$296M
80 positions
#13Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 3 shared positions
$AMN$IAU$NKE
$931M
518 positions
#14Burk Holdings LLCPassive
Substantial overlap · 3 shared positions
$AMN$IAU$NKE
$233M
676 positions
#15Oceanside Advisors LLCActive
Substantial overlap · 4 shared positions
$NEE$IAU$NKE$AMN
$175M
53 positions
#16Generations Wealth, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$103M
29 positions
#17POINCIANA ADVISORS GROUP, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$127M
130 positions
#18TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$1.9B
251 positions
#19GREAT OAK CAPITAL PARTNERS, LLCSmart money
Substantial overlap · 3 shared positions
$NEE$IAU$NKE
$430M
47 positions
#20Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$IAU
$1.1B
81 positions
#21McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$119M
65 positions
#22Pacific Asset Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$IAU$NKE
$179M
70 positions
#23Timonier Family Office, LTD.
Substantial overlap · 3 shared positions
$NEE$IAU$NKE
$315M
56 positions
#24BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$IAU
$251M
40 positions
#25DiNuzzo Private Wealth, Inc.Active
Substantial overlap · 3 shared positions
$NEE$NKE$IAU
$928M
1,345 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.