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Hedge Funds Similar to Wealthfront Advisers

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

Wealthfront Advisers LLC is an institutional investor managing $52.0B across 1,119 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 Wealthfront Advisers are Betterment, Trust Co, SEEDS INVESTOR, with shared positions in $SNPS, $MUFG, $IBIT, $STX, $SNDK, $KLAC. The full ranking of 25 similar funds is below.

#1Betterment LLCActive
Some overlap · 3 shared positions
$SNPS$MUFG$IBIT
$59.1B
675 positions
#2Trust CoActive
Some overlap · 3 shared positions
$SNPS$MUFG$STX
$1.1B
908 positions
#3SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$SNPS$SNDK$KLAC$STX
$973M
379 positions
#4Dynamic Wealth Strategies, LLCActive
Slight overlap · 3 shared positions
$SNPS$MUFG$KLAC
$188M
291 positions
#5Verde Capital ManagementActive
Slight overlap · 3 shared positions
$SNPS$PLTR$IBIT
$541M
80 positions
#6Gordian Capital Singapore Pte LtdPassive
Slight overlap · 3 shared positions
$SNPS$SNDK$STX
$58M
126 positions
#7MAPLELANE CAPITAL, LLCActive
Slight overlap · 3 shared positions
$SNPS$SNDK$STX
$5.5B
86 positions
#8Sunstone Asset Management, L.P.Passive
Slight overlap · 3 shared positions
$SNPS$KLAC$STX
$92M
57 positions
#9NEOS Investment Management LLCActive
Slight overlap · 5 shared positions
$SNDK$PLTR$KLAC$IBIT$STX
$27.1B
578 positions
#10Pacific Excel Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$SNPS$KLAC$IBIT
$258M
228 positions
#11Heritage Family Offices, LLPPassive
Slight overlap · 3 shared positions
$SNPS$KLAC$IBIT
$259M
233 positions
#12ALKEON CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$SNPS$PLTR$KLAC
$74.1B
109 positions
#13Assenagon Asset Management S.A.Active
Slight overlap · 3 shared positions
$SNPS$SNDK$KLAC
$80.2B
1,158 positions
#14CCM INVESTMENT ADVISERS LLCPassive
Slight overlap · 3 shared positions
$SNPS$KLAC$STX
$1.3B
88 positions
#15Torren Management, LLCActive
Slight overlap · 3 shared positions
$MUFG$SNDK$KLAC
$197M
948 positions
#16Mountain Capital Investment Advisors Inc.Smart money
Slight overlap · 3 shared positions
$MUFG$PLTR$IBIT
$702M
95 positions
#17LifeGoal Investments, LLCPassive
Slight overlap · 3 shared positions
$SNPS$SNDK$STX
$218M
155 positions
#18EWA, LLCPassive
Slight overlap · 4 shared positions
$MUFG$SNDK$KLAC$STX
$548M
332 positions
#19Blue Sparrow, LLC /DEActive
Slight overlap · 4 shared positions
$SNDK$SNPS$PLTR$IBIT
$10.3B
126 positions
#20High Note Wealth, LLCPassive
Slight overlap · 3 shared positions
$MUFG$PLTR$IBIT
$586M
959 positions
#21Centennial Bank/AR/Passive
Slight overlap · 3 shared positions
$MUFG$IBIT$STX
$311M
341 positions
#22TSA Wealth Managment LLCActive
Slight overlap · 3 shared positions
$SNPS$KLAC$STX
$354M
119 positions
#23ProShare Advisors LLCActive
Slight overlap · 4 shared positions
$SNDK$PLTR$KLAC$STX
$69.2B
1,913 positions
#24ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Slight overlap · 4 shared positions
$SNDK$PLTR$KLAC$STX
$225.4B
1,887 positions
#25Invesco Ltd.Passive
Slight overlap · 4 shared positions
$SNDK$PLTR$KLAC$STX
$1.3T
3,819 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.