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Hedge Funds Similar to Wealth Architects

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

Wealth Architects, LLC is an institutional investor managing $1.3B across 248 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 Wealth Architects are NavPoint Financial, Rakuten Investment, AA Financial Advisors, with shared positions in $DOV, $MMM, $PLTR, $KLAC, $TXN, $PM. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$MMM$PLTR
$283M
75 positions
#2Rakuten Investment Management, Inc.Smart money
Notable overlap · 5 shared positions
$DOV$PLTR$KLAC$TXN$PM
$34.6B
467 positions
#3AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$KLAC$PM
$840M
251 positions
#4Affiance Financial, LLCSmart money
Notable overlap · 3 shared positions
$DOV$MMM$MUFG
$701M
111 positions
#5Noble Wealth Partners LLCPassive
Notable overlap · 3 shared positions
$DOV$MUFG$PM
$115M
76 positions
#6LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$PLTR$KLAC
$713M
379 positions
#7ALONGSIDE, LLCPassive
Notable overlap · 3 shared positions
$DOV$TXN$PM
$525M
190 positions
#849 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$TXN$PM
$524M
189 positions
#9Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$DOV$TXN$PM
$1.1B
109 positions
#10Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$MMM$TXN$PM
$212M
171 positions
#11Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$PLTR$PM
$3.7B
316 positions
#12Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$PLTR$TXN
$259M
181 positions
#13SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$DOV$PLTR$RKLB
$4.4B
4,126 positions
#14Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$DOV$PLTR$MMM$PM
$277M
87 positions
#15XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$DOV$MUFG$PM
$929M
380 positions
#16Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$WELL$PM
$475M
154 positions
#17Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$DOV$MUFG$PM
$445M
141 positions
#18CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$DOV$MMM$PM
$5.2B
56 positions
#19THOMPSON DAVIS & CO., INC.Active
Some overlap · 3 shared positions
$DOV$RKLB$PLTR
$167M
168 positions
#20Murphy & Mullick Capital Management CorpPassive
Some overlap · 3 shared positions
$DOV$PLTR$KLAC
$161M
666 positions
#21WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 3 shared positions
$DOV$PLTR$TXN
$405M
169 positions
#22CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$TXN
$184M
143 positions
#23GeoWealth Management, LLCPassive
Some overlap · 5 shared positions
$DOV$MUFG$WELL$TXN$PM
$3.2B
882 positions
#24PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$DOV$MUFG$PM
$679M
111 positions
#25MAYPORT, LLCSmart money
Some overlap · 3 shared positions
$DOV$PLTR$KLAC
$645M
134 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.