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Hedge Funds Similar to MERCER GLOBAL ADVISORS /ADV

13F Portfolio OverlapQ1 2026MERCER GLOBAL ADVISORS /ADV portfolio →
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Most similar hedge funds by 13F overlap

MERCER GLOBAL ADVISORS INC /ADV is an institutional investor managing $67.6B across 3,217 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 MERCER GLOBAL ADVISORS /ADV are Apella ,, Kestra Investment ,, Kane Wealth ,, with shared positions in $NKE, $NEE, $KKR, $DDOG, $HUM, $WT. The full ranking of 25 similar funds is below.

#1Apella Capital, LLCActive
Some overlap · 5 shared positions
$NKE$NEE$KKR$DDOG$HUM
$6.7B
685 positions
#2Kestra Investment Management, LLCActive
Some overlap · 5 shared positions
$NKE$NEE$DDOG$WT$MU
$5.8B
439 positions
#3Kane Co Wealth Management, Inc.Active
Some overlap · 4 shared positions
$NKE$NEE$DDOG$WT
$119M
51 positions
#4Timonier Family Office, LTD.
Some overlap · 4 shared positions
$NKE$NEE$DDOG$MAR
$315M
56 positions
#5Donalies Financial Planning, LLCActive
Some overlap · 6 shared positions
$NKE$NEE$DDOG$KKR$MAR$HUM
$117M
74 positions
#6Savant Capital, LLCActive
Some overlap · 4 shared positions
$NKE$NEE$DDOG$WT
$20.7B
1,500 positions
#7Petersen Hastings Wealth Advisors Inc.Smart money
Some overlap · 3 shared positions
$NKE$NEE$DDOG
$1.1B
81 positions
#8Foster Group, Inc.Active
Some overlap · 3 shared positions
$NKE$NEE$DDOG
$3.4B
284 positions
#9Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$NKE$NEE$DDOG
$607M
110 positions
#10Forum Financial Management, LPSmart money
Some overlap · 4 shared positions
$NEE$NKE$DDOG$MAR
$7.1B
331 positions
#11Schubert & CoActive
Some overlap · 3 shared positions
$NKE$NEE$KKR
$123M
69 positions
#12Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$NKE$NEE$KKR$HUM
$120M
79 positions
#13Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$NKE$NEE$DDOG
$279M
141 positions
#14Glass Jacobson Investment Advisors llcPassive
Some overlap · 4 shared positions
$NKE$NEE$DDOG$KKR
$290M
607 positions
#15RIVERCHASE WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NKE$NEE$WT$SSL
$192M
73 positions
#16HMV Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$NKE$NEE$KKR$LRCX
$213M
81 positions
#17Evanson Asset Management, LLCActive
Some overlap · 5 shared positions
$NKE$DDOG$KKR$NEE$WT
$1.9B
321 positions
#18Focus Partners Advisor Solutions, LLCPassive
Some overlap · 4 shared positions
$NKE$NEE$WT$HUM
$9.9B
1,249 positions
#19McCartney Wealth Management LLCActive
Some overlap · 3 shared positions
$NKE$NEE$WT
$119M
65 positions
#20Planning Center, Inc.Smart money
Some overlap · 4 shared positions
$NKE$NEE$HUM$KKR
$987M
78 positions
#21Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$NKE$DDOG$KKR$WT$HUM
$337M
117 positions
#22SB Capital Management Inc
Some overlap · 3 shared positions
$NKE$NEE$LRCX
$273M
93 positions
#23OMNI 360 Wealth, Inc.Passive
Some overlap · 6 shared positions
$NKE$KKR$DDOG$NEE$WT$HUM
$194M
125 positions
#24HBE Wealth Management, LLCActive
Some overlap · 3 shared positions
$NKE$NEE$MU
$115M
53 positions
#25Oceanside Advisors LLCActive
Some overlap · 3 shared positions
$NKE$NEE$MU
$175M
53 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.