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Hedge Funds Similar to Betterment

13F Portfolio OverlapQ2 2026Betterment portfolio →
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Most similar hedge funds by 13F overlap

Betterment LLC is an institutional investor managing $59.1B across 675 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Betterment are Financial Alternatives, Robinswood Financial, Trust Co, with shared positions in $SNPS, $MUFG, $IAU, $DOV, $FBTC, $STT. The full ranking of 25 similar funds is below.

#1Financial Alternatives, IncActive
Substantial overlap · 3 shared positions
$SNPS$MUFG$IAU
$203M
84 positions
#2Robinswood Financial LLCPassive
Substantial overlap · 3 shared positions
$SNPS$DOV$FBTC
$349M
435 positions
#3Trust CoActive
Notable overlap · 4 shared positions
$SNPS$MUFG$STT$VZ
$1.1B
908 positions
#4BlueStem Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$SNPS$MUFG$NU
$1.0B
127 positions
#5AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Notable overlap · 3 shared positions
$SNPS$MUFG$STT
$221M
102 positions
#6PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$SNPS$DOV$IAU
$2.8B
186 positions
#7Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$SNPS$VZ$DOV
$160M
82 positions
#8McIlrath & Eck, LLC
Notable overlap · 3 shared positions
$SNPS$SLV$SIVR
$1.3B
1,645 positions
#9Archer Investment Management, LLCActive
Notable overlap · 5 shared positions
$MUFG$IBIT$DOV$IAU$ETHW
$293M
110 positions
#10RAFFA WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MUFG$DOV$IAU
$793M
1,591 positions
#11Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$SNPS$IBIT$IAU
$159M
71 positions
#12McCartney Wealth Management LLCActive
Some overlap · 3 shared positions
$MUFG$DOV$NU
$132M
65 positions
#13LFA - Lugano Financial Advisors SAActive
Some overlap · 4 shared positions
$SNPS$MUFG$IAU$STT
$166M
274 positions
#14eCIO, Inc.Smart money
Some overlap · 3 shared positions
$MUFG$DOV$TXN
$356M
46 positions
#15Balanced Rock Investment Advisors LLC
Some overlap · 3 shared positions
$MUFG$SNPS$NU
$160M
102 positions
#16Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$MUFG$GLDM$NU
$360M
95 positions
#17TME FINANCIAL, INC.Active
Some overlap · 4 shared positions
$MUFG$IBIT$BTC$IAU
$162M
70 positions
#18Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$MUFG$DOV$STT
$433M
147 positions
#19Aureum Wealth Management, LLCActive
Some overlap · 3 shared positions
$MUFG$IAU$GLDM
$161M
62 positions
#20SOFI WEALTH, LLCSmart money
Some overlap · 3 shared positions
$MUFG$IBIT$IAU
$2.5B
52 positions
#21Comprehensive Money Management Services LLC
Some overlap · 3 shared positions
$SNPS$IAU$SIVR
$159M
200 positions
#22Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$SNPS$DOV$IAU
$294M
600 positions
#23Sharkey, Howes & JaverActive
Some overlap · 5 shared positions
$MUFG$IBIT$DOV$IAU$STT
$829M
163 positions
#24Impact Investors, IncPassive
Some overlap · 3 shared positions
$MUFG$IAU$STT
$137M
88 positions
#25Centennial Bank/AR/Passive
Some overlap · 4 shared positions
$MUFG$IBIT$STT$TXN
$311M
341 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.