How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Efficient Advisors,

13F Portfolio OverlapQ1 2026Efficient Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Efficient Advisors, LLC is an institutional investor managing $1.4B across 58 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Efficient Advisors, are Discipline Wealth Solutions,, Verus Financial Partners,, Sage Financial Group,, with shared positions in $SNOW, $UNIT, $MKL, $BRZE, $SCHW, $NEE. The full ranking of 25 similar funds is below.

#1Discipline Wealth Solutions, LLCActive

Substantial overlap · 11 shared positions

$SNOW $UNIT $MKL $BRZE $SCHW $NEE

$950M

192 positions

#2Verus Financial Partners, Inc.Smart money

Substantial overlap · 6 shared positions

$SNOW $MKL $UNIT $BRZE $UPST $DOV

$1.1B

121 positions

#3Sage Financial Management Group, Inc.Active

Substantial overlap · 5 shared positions

$SNOW $MKL $COP $UPST $UNIT

$325M

57 positions

#4Silver Coast Investments LLCActive

Substantial overlap · 5 shared positions

$UNIT $SNOW $SCHW $BRZE $DOV

$313M

119 positions

#5Valpey Financial Services, LLCPassive

Substantial overlap · 5 shared positions

$SNOW $MKL $UNIT $BRZE $UPST

$154M

75 positions

#6Grey Fox Wealth Advisors, LLCActive

Substantial overlap · 6 shared positions

$SNOW $UNIT $COP $SCHW $MKL $BRZE

$518M

140 positions

#7Gladwyn Financial Advisors, Inc.Active

Substantial overlap · 5 shared positions

$UNIT $MKL $COP $NEE $SE

$160M

82 positions

#8Grove Street Fiduciary, LLCActive

Substantial overlap · 5 shared positions

$UNIT $SNOW $MKL $UPST $WT

$227M

74 positions

#9Frankly Finances, LLCActive

Substantial overlap · 6 shared positions

$SNOW $SCHW $MKL $WT $BRZE $DOV

$110M

64 positions

#10Clear Retirement Advice LLCActive

Substantial overlap · 3 shared positions

$SNOW $UNIT $COP

$127M

54 positions

#11Wrenne Financial Planning LLCSmart money

Substantial overlap · 5 shared positions

$MKL $SCHW $BRZE $UNIT $WT

$255M

49 positions

#12Hegarty Advisors, LLCActive

Substantial overlap · 5 shared positions

$UNIT $MKL $COP $UPST $DOV

$127M

57 positions

#13Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$SNOW $MKL $UPST

$156M

30 positions

#14TrueWealth Financial PartnersActive

Notable overlap · 7 shared positions

$UNIT $SCHW $MKL $UPST $SNOW $SE

$251M

66 positions

#15Mustard Seed Financial, LLCPassive

Notable overlap · 6 shared positions

$SNOW $BRZE $COP $UNIT $SCHW $DOV

$167M

92 positions

#16CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $COP $UNIT $BRZE $NEE

$156M

80 positions

#17Retirement Investment Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $UNIT $BRZE $COP

$1.2B

67 positions

#18Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $MKL $WT

$172M

25 positions

#19Passive Capital Management, LLC.Active

Notable overlap · 5 shared positions

$SNOW $SCHW $WT $MKL $UNIT

$335M

104 positions

#20KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 3 shared positions

$SNOW $SCHW $UPST

$192M

43 positions

#21Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$MKL $SCHW $COP $UNIT $NEE

$480M

160 positions

#22Gordian Advisors LLCSmart money

Notable overlap · 3 shared positions

$SNOW $BRZE $COP

$150M

55 positions

#23Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $SNOW $SCHW $UPST

$543M

103 positions

#24E&R Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$UNIT $COP $SCHW $UPST

$100M

12 positions

#25FC Advisory LLCActive

Notable overlap · 6 shared positions

$MKL $SNOW $SCHW $BRZE $COP $DOV

$342M

115 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.