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Hedge Funds Similar to Petersen Hastings Wealth Advisors

13F Portfolio OverlapQ1 2026Petersen Hastings Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Petersen Hastings Wealth Advisors Inc. is an institutional investor managing $1.2B across 87 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 Petersen Hastings Wealth Advisors are CLARIS ADVISORS, / MO /, Three Arch Wealth, Meritas Wealth ,, with shared positions in $AMN, $NKE, $NEE, $SE, $COP, $PCAR. The full ranking of 25 similar funds is below.

#1CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 7 shared positions
$AMN$NKE$NEE$SE$COP$PCAR
$334M
70 positions
#2Three Arch Wealth Management LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$NEE$DOV$UNIT
$556M
61 positions
#3Meritas Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$UNIT
$221M
60 positions
#4TCI Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$DDOG
$1.9B
251 positions
#5Beaird Harris Wealth Management, LLCActive
Substantial overlap · 6 shared positions
$AMN$NKE$DDOG$USB$IAU$UNIT
$1.5B
686 positions
#6Kane Co Wealth Management, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$DDOG
$119M
51 positions
#7McCartney Wealth Management LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$DOV
$119M
65 positions
#8KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 6 shared positions
$AMN$NKE$NEE$ABT$EPAM$UNIT
$522M
97 positions
#9Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$143M
50 positions
#10Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$NKE$IAU
$250M
40 positions
#11BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$IAU
$251M
40 positions
#12Team Hewins, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$337M
41 positions
#13HMV Wealth Advisors, LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$NEE$REGN$ABT
$213M
81 positions
#14Trailhead Planners LLCActive
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$IAU
$104M
49 positions
#15Meredith Wealth PlanningActive
Substantial overlap · 6 shared positions
$AMN$NEE$DDOG$NKE$COP$UNIT
$369M
70 positions
#16Plancorp, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$SE$USB
$3.5B
378 positions
#17MB Generational Wealth, LLCActive
Substantial overlap · 6 shared positions
$AMN$NEE$NKE$DDOG$SE$UNIT
$181M
66 positions
#18STOLZ & ASSOCIATES, PSSmart money
Substantial overlap · 5 shared positions
$AMN$NEE$SE$USB$IAU
$143M
30 positions
#19SATOVSKY ASSET MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$IAU
$566M
73 positions
#20Torren Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$UNIT
$201M
983 positions
#21COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$97M
56 positions
#22Oceanside Advisors LLCActive
Substantial overlap · 4 shared positions
$NKE$NEE$AMN$IAU
$175M
53 positions
#23Burk Holdings LLCPassive
Substantial overlap · 5 shared positions
$AMN$NKE$DDOG$IAU$PSX
$233M
676 positions
#24Generations Wealth, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$103M
29 positions
#25POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$EPAM
$127M
130 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.