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Hedge Funds Similar to Wiser Wealth

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

Wiser Wealth Management, Inc is an institutional investor managing $523M across 75 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 Wiser Wealth are BEAM WEALTH ADVISORS, Daviman Financial, OLD POINT & FINANCIAL SERVICES N A, with shared positions in $BITB, $ETHW, $FBTC, $SO, $NSC, $PM. The full ranking of 18 similar funds is below.

#1BEAM WEALTH ADVISORS, INC.Active
Notable overlap · 3 shared positions
$BITB$ETHW$FBTC
$453M
117 positions
#2Daviman Financial, LLCActive
Some overlap · 3 shared positions
$SO$BITB$ETHW
$181M
92 positions
#3OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$SO$NSC$PM
$329M
323 positions
#4Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$SO$NSC$PM
$187M
45 positions
#5Mayfair Advisory Group, LLCPassive
Some overlap · 3 shared positions
$SO$NSC$PM
$332M
185 positions
#6Verus Financial Partners, Inc.Smart money
Slight overlap · 4 shared positions
$SO$FBTC$NSC$PM
$1.2B
127 positions
#7MTM Investment Management, LLCPassive
Slight overlap · 3 shared positions
$SO$NSC$PM
$350M
708 positions
#8Atlas Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$FBTC$SO$PM
$92M
64 positions
#9POM Investment Strategies, LLCActive
Slight overlap · 3 shared positions
$FBTC$SO$PM
$88M
350 positions
#10SOUTHERN MICHIGAN BANK & TRUSTActive
Slight overlap · 3 shared positions
$SO$NSC$PM
$281M
422 positions
#11Wilkins Miller Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SO$PM$NSC
$182M
95 positions
#12Wealth Management NebraskaSmart money
Slight overlap · 3 shared positions
$SO$FBTC$PM
$1.1B
106 positions
#13Cannon Wealth Management Services, LLCPassive
Slight overlap · 3 shared positions
$SO$NSC$PM
$183M
99 positions
#14Sepio Capital, LPActive
Slight overlap · 3 shared positions
$FBTC$NSC$PM
$2.0B
346 positions
#15WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$SO$PM$ETHW
$1.1B
105 positions
#16SHAYNE & JACOBS, LLCActive
Slight overlap · 3 shared positions
$PM$FTI$NSC
$337M
101 positions
#17Nicholas Hoffman & Company, LLC.Smart money
Slight overlap · 3 shared positions
$SO$PM$NSC
$4.7B
344 positions
#18Betterment LLCActive
Slight overlap · 3 shared positions
$BITB$ETHW$FBTC
$59.1B
675 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.