How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to LANDAAS & /WI /ADV

13F Portfolio OverlapQ1 2026LANDAAS & /WI /ADV portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LANDAAS & CO /WI /ADV is an institutional investor managing $456M across 130 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 LANDAAS & /WI /ADV are ATLas Financial Planning, McGlone Suttner Wealth ,, ECLECTIC ASSOCIATES /ADV, with shared positions in $NKE, $WT, $SAN, $APH, $WEC, $MCD. The full ranking of 25 similar funds is below.

#1ATLas Financial Planning LLCActive

Notable overlap · 4 shared positions

$NKE $WT $SAN $APH

$112M

69 positions

#2McGlone Suttner Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$NKE $WEC $MCD $DDOG $KO

$755M

189 positions

#3ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$NKE $WT $DDOG $KO

$753M

159 positions

#4ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 5 shared positions

$NKE $SAN $NEE $DDOG $KO

$158M

125 positions

#5Evanson Asset Management, LLCActive

Notable overlap · 4 shared positions

$NKE $WT $NEE $DDOG

$1.9B

321 positions

#6TCI Wealth Advisors, Inc.Active

Notable overlap · 5 shared positions

$NKE $MCD $NEE $DDOG $IBM

$1.9B

251 positions

#7VESTIA PERSONAL WEALTH ADVISORSActive

Notable overlap · 4 shared positions

$NKE $WT $KO $IBM

$213M

99 positions

#8McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$NKE $WT $NEE

$119M

65 positions

#9McLean Asset Management CorpActive

Notable overlap · 3 shared positions

$NKE $WT $ASML

$572M

165 positions

#10Prism Advisors, Inc.Active

Notable overlap · 3 shared positions

$NKE $WT $MCD

$375M

75 positions

#11Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$NKE $WT $IBM

$116M

77 positions

#12COWA, LLCActive

Notable overlap · 3 shared positions

$NKE $WT $IBM

$371M

158 positions

#13Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$NKE $WT $KO

$398M

88 positions

#14Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$NKE $WT $DDOG $IBM

$233M

676 positions

#15Planning Center, Inc.Smart money

Notable overlap · 5 shared positions

$NKE $NEE $WEC $KO $IBM

$987M

78 positions

#16DIXON FNANCIAL SERVICES, INC.Smart money

Notable overlap · 4 shared positions

$NKE $WT $NEE $DIS

$223M

44 positions

#17DiNuzzo Private Wealth, Inc.Active

Notable overlap · 4 shared positions

$NKE $MCD $NEE $IBM

$928M

1,345 positions

#18Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$NKE $NEE $DDOG $IBM

$279M

141 positions

#19Meritas Wealth Management, LLCActive

Notable overlap · 4 shared positions

$NKE $NEE $DIS $IBM

$221M

60 positions

#20Index Fund Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$NKE $NEE $KO $APH

$2.2B

127 positions

#21Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NKE $WT $DDOG

$1.5B

686 positions

#22Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 4 shared positions

$NKE $NEE $DDOG $WEC

$1.1B

81 positions

#23Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$NKE $WT $DIS

$110M

64 positions

#24ShankerValleau Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$NKE $WEC $IBM

$355M

39 positions

#25EnRich Financial Partners LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $DDOG

$377M

64 positions

Compare LANDAAS & /WI /ADV’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 LANDAAS & /WI /ADV’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.