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Hedge Funds Similar to McCartney Wealth

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

McCartney Wealth Management LLC is an institutional investor managing $132M across 65 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 McCartney Wealth are Xena Financial Planning, Affiance Financial, Betterment, with shared positions in $NU, $MUFG, $DOV, $CL. The full ranking of 8 similar funds is below.

#1Xena Financial Planning, LLCActive
Substantial overlap · 3 shared positions
$NU$MUFG$DOV
$104M
38 positions
#2Affiance Financial, LLCSmart money
Notable overlap · 3 shared positions
$DOV$MUFG$NU
$695M
111 positions
#3Betterment LLCActive
Some overlap · 3 shared positions
$MUFG$DOV$NU
$59.1B
675 positions
#4Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$CL$NU
$225M
114 positions
#5Financial Planning Fort Collins, LLCSmart money
Some overlap · 3 shared positions
$DOV$MUFG$NU
$132M
33 positions
#6PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$DOV$CL$MUFG
$651M
96 positions
#7RTD Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$MUFG$NU$DOV$CL
$917M
120 positions
#8VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$DOV$MUFG$NU
$29.4B
715 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.