What hedge funds are most similar to Neumann Capital Management, LLC?

The funds with the most similar 13F portfolios to Neumann Capital Management, LLC are rebel Financial, MBA Advisors, BCM ADVISORS,, based on overlapping conviction holdings in the latest SEC filings.

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 Neumann ,

13F Portfolio OverlapQ1 2026Neumann , portfolio →

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Most similar hedge funds by 13F overlap

Neumann Capital Management, LLC is an institutional investor managing $151M 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 Neumann , are rebel Financial, MBA Advisors, BCM ADVISORS,, with shared positions in $SNOW, $WT, $NOW, $NU, $MUFG, $SLV. The full ranking of 25 similar funds is below.

#1rebel Financial LLCPassive

Notable overlap · 6 shared positions

$SNOW $WT $NOW $NU $MUFG $SLV

$231M

65 positions

#2MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $VZ

$260M

146 positions

#3BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $VLO

$507M

78 positions

#4Beckerman Institutional, LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $BAC

$188M

121 positions

#5Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $WT $CVS

$172M

25 positions

#6Milestone Investment Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $WT $NOW $NU

$414M

139 positions

#7Etesian Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$WT $SNOW $DOV $SCHW $BAC $GILD

$313M

138 positions

#8Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $DOV

$514M

56 positions

#9Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $WFC

$227M

74 positions

#10Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$SNOW $SCHW $DOV $VLO $GILD

$313M

119 positions

#11Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $PEG

$136M

108 positions

#12RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 4 shared positions

$SNOW $WT $DOV $SLV

$265M

62 positions

#13Cornerstone Planning Group LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $SLV $PEG

$749M

1,818 positions

#14Discipline Wealth Solutions, LLCActive

Notable overlap · 5 shared positions

$SNOW $WT $SCHW $SLV $DOV

$950M

192 positions

#15OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $DOV

$215M

159 positions

#16North Forty Two & Co.Passive

Notable overlap · 7 shared positions

$SNOW $WT $BAC $GILD $VLO $SLV

$108M

97 positions

#17Opus Financial Solutions LLCPassive

Notable overlap · 4 shared positions

$SNOW $SCHW $WT $SLV

$106M

103 positions

#18VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 6 shared positions

$SNOW $WT $VLO $VZ $CVS $BMY

$193M

58 positions

#19Prairiewood Capital, LLCActive

Notable overlap · 5 shared positions

$SNOW $SCHW $BAC $TGT $WFC

$346M

77 positions

#20Mach-1 Financial Group, LLCPassive

Notable overlap · 6 shared positions

$SNOW $WT $SCHW $CVS $FITB $WFC

$284M

161 positions

#21Tillman Hartley LLCActive

Notable overlap · 5 shared positions

$SNOW $SCHW $WT $DOV $WFC

$398M

88 positions

#22Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$SNOW $SCHW $GILD $VZ $ACN

$163M

67 positions

#23MidAtlantic Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $SNOW $DOV $SLV

$145M

84 positions

#24Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$SNOW $SCHW $WT $BAC

$335M

104 positions

#25Frankly Finances, LLCActive

Notable overlap · 4 shared positions

$SNOW $SCHW $DOV $WT

$110M

64 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.