13F Pro

Hedge Funds Similar to Sanchez Levi Garrett

13F Portfolio OverlapQ1 2026Sanchez Levi Garrett portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sanchez Levi Garrett is an institutional investor managing $159M across 74 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 Sanchez Levi Garrett are Petersen Hastings Wealth Advisors, Golden Bell Financial Planning, Kane Wealth ,, with shared positions in $AMN, $DDOG, $NEE, $USB, $IAU, $DE. The full ranking of 25 similar funds is below.

#1Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 5 shared positions
$AMN$DDOG$NEE$USB$IAU
$1.1B
81 positions
#2Golden Bell Financial Planning LLCActive
Notable overlap · 3 shared positions
$AMN$DDOG$USB
$125M
37 positions
#3Kane Co Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$AMN$NEE$DDOG$DE
$119M
51 positions
#4Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$AMN$DDOG$SHW$USB$IAU
$1.5B
686 positions
#5Meredith Wealth PlanningActive
Notable overlap · 5 shared positions
$AMN$NEE$DDOG$SHW$DE
$369M
70 positions
#6BetterWealth, LLCSmart money
Notable overlap · 4 shared positions
$AMN$NEE$USB$AMAT
$510M
85 positions
#7STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 4 shared positions
$AMN$NEE$USB$IAU
$143M
30 positions
#8MB Generational Wealth, LLCActive
Notable overlap · 4 shared positions
$AMN$NEE$GMM$DDOG
$181M
66 positions
#9REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$AMN$DDOG$IAU
$342M
70 positions
#10Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$AMN$DDOG$IBIT$USB$IAU
$228M
72 positions
#11HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$NEE$MPC
$213M
81 positions
#12Joel Adams & Associates, Inc.Active
Notable overlap · 3 shared positions
$AFRM$DDOG$NEE
$135M
64 positions
#13High Probability Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$NEE$DDOG$IAU
$781M
67 positions
#14SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$AMN$NEE$IAU$AMAT
$566M
73 positions
#15CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$AMN$NEE$AMAT
$334M
70 positions
#16Trailhead Planners LLCActive
Notable overlap · 3 shared positions
$AMN$NEE$IAU
$104M
49 positions
#17TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$NEE$DDOG
$1.9B
251 positions
#18ACCREDITED INVESTOR SERVICES, LLCSmart money
Notable overlap · 3 shared positions
$AMN$DDOG$IAU
$156M
77 positions
#19Torren Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NEE$AMAT
$201M
983 positions
#20Northland Capital Management LLCActive
Notable overlap · 3 shared positions
$AMN$AFRM$DDOG
$183M
31 positions
#21WealthCollab, LLCPassive
Notable overlap · 5 shared positions
$AMN$DDOG$AFRM$USB$IAU
$243M
977 positions
#22NORTHWEST WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$AMN$NEE$USB$DE
$665M
255 positions
#23WorthPointe, LLCActive
Notable overlap · 3 shared positions
$AMN$NEE$IAU
$369M
118 positions
#24Unison Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$DDOG$TRV
$1.3B
175 positions
#25Wheelhouse Advisory Group LLCActive
Notable overlap · 4 shared positions
$AMN$DDOG$NEE$USB
$302M
51 positions

Compare Sanchez Levi Garrett’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 Sanchez Levi Garrett’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.