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Hedge Funds Similar to Carter Financial,

13F Portfolio OverlapQ1 2026Carter Financial, portfolio →
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Most similar hedge funds by 13F overlap

Carter Financial, LLC is an institutional investor managing $115M across 28 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 Carter Financial, are WealthCollab,, Wrenne Financial Planning, SVRN Asset ,, with shared positions in $SCHW, $BRZE, $DDOG, $SNOW, $SRE. The full ranking of 25 similar funds is below.

#1WealthCollab, LLCPassive
Some overlap · 4 shared positions
$SCHW$BRZE$DDOG$SNOW
$243M
977 positions
#2Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$SCHW$BRZE$DDOG
$255M
49 positions
#3SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$SCHW$BRZE$DDOG
$103M
37 positions
#4BLUESTEM FINANCIAL ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$SCHW$BRZE$DDOG
$259M
33 positions
#5Amicus Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$DDOG$BRZE$SNOW
$363M
90 positions
#6Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$BRZE$SNOW
$1.4B
58 positions
#7Note Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$200M
85 positions
#8Partners in Financial PlanningActive
Some overlap · 4 shared positions
$SCHW$DDOG$BRZE$SNOW
$603M
122 positions
#9Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SCHW$DDOG$SNOW
$420M
120 positions
#10Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$SCHW$DDOG$SNOW
$335M
104 positions
#11KRM WEALTH MANAGEMENT L.L.C.Smart money
Some overlap · 3 shared positions
$SCHW$DDOG$SNOW
$192M
43 positions
#12Allodium Investment Consultants, LLCActive
Some overlap · 3 shared positions
$SCHW$DDOG$SNOW
$209M
52 positions
#13Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$SCHW$DDOG$SNOW
$228M
72 positions
#14FC Advisory LLCActive
Some overlap · 5 shared positions
$SCHW$DDOG$SNOW$BRZE$SRE
$342M
115 positions
#15IF Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$141M
53 positions
#16West Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$589M
193 positions
#17United Financial Planning Group LLCActive
Some overlap · 3 shared positions
$SCHW$BRZE$SNOW
$169M
462 positions
#18Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$SCHW$BRZE$DDOG$SNOW
$117M
74 positions
#19Rockwood Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$SCHW$DDOG$BRZE$SNOW
$1.4B
118 positions
#20ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 3 shared positions
$SCHW$DDOG$SNOW
$158M
125 positions
#21Alhambra Investment Partners LLCPassive
Some overlap · 3 shared positions
$SCHW$BRZE$DDOG
$217M
176 positions
#22Delta Global Management LPPassive
Some overlap · 3 shared positions
$SCHW$DDOG$SNOW
$1.2B
154 positions
#23Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$SCHW$SNOW$DDOG$BRZE
$313M
119 positions
#24Aletheian Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$SCHW$DDOG$BRZE
$205M
97 positions
#25Ariston Services GroupActive
Some overlap · 3 shared positions
$SCHW$DDOG$SNOW
$167M
71 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.