13F Pro

Hedge Funds Similar to McCartney Wealth

13F Portfolio OverlapQ1 2026McCartney Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

McCartney Wealth Management LLC is an institutional investor managing $119M across 65 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 McCartney Wealth are Hill Investment Group Partners,, Porter White Investment Advisors,, Physician Wealth Solutions, with shared positions in $AMN, $NSC, $NKE, $SNOW, $NEE, $DOV. The full ranking of 25 similar funds is below.

#1Hill Investment Group Partners, LLCSmart money
Highly similar · 3 shared positions
$AMN$NSC$NKE
$906M
50 positions
#2Porter White Investment Advisors, Inc.Smart money
Highly similar · 3 shared positions
$AMN$NSC$NKE
$250M
40 positions
#3Physician Wealth Solutions Inc.Active
Substantial overlap · 3 shared positions
$AMN$NSC$SNOW
$242M
45 positions
#4Three Arch Wealth Management LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$DOV
$556M
61 positions
#5Meritas Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$NSC
$221M
60 positions
#6CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$334M
70 positions
#7TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$1.9B
251 positions
#8Kane Co Wealth Management, Inc.Active
Substantial overlap · 5 shared positions
$AMN$NEE$NKE$NSC$WT
$119M
51 positions
#9Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$DOV
$1.1B
81 positions
#10Planning Center, Inc.Smart money
Substantial overlap · 3 shared positions
$NSC$NKE$NEE
$987M
78 positions
#11Team Hewins, LLCSmart money
Substantial overlap · 4 shared positions
$AMN$NKE$SNOW$WT
$337M
41 positions
#12HMV Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$213M
81 positions
#13Burk Holdings LLCPassive
Substantial overlap · 4 shared positions
$AMN$NKE$SNOW$WT
$233M
676 positions
#14PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NSC$NKE$NEE
$185M
243 positions
#15KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$522M
97 positions
#16Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$143M
50 positions
#17MB Generational Wealth, LLCActive
Substantial overlap · 4 shared positions
$AMN$NEE$NSC$NKE
$181M
66 positions
#18POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$SNOW
$127M
130 positions
#19Trailhead Planners LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$104M
49 positions
#20Beaird Harris Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$SNOW$WT
$1.5B
686 positions
#21Kondo Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$WT$SNOW
$266M
69 positions
#22Torren Management, LLCActive
Substantial overlap · 5 shared positions
$AMN$NEE$MUFG$WT$NSC
$201M
983 positions
#23Generations Wealth, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$103M
29 positions
#24Rather & Kittrell, Inc.Active
Substantial overlap · 3 shared positions
$NSC$NKE$NEE
$648M
113 positions
#25Foundry Financial LLCActive
Substantial overlap · 4 shared positions
$NSC$NEE$AMN$NKE
$236M
71 positions

Compare McCartney Wealth’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 McCartney Wealth’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.