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Hedge Funds Similar to Fidato Wealth

13F Portfolio OverlapQ3 2026Fidato Wealth portfolio →
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Most similar hedge funds by 13F overlap

Fidato Wealth LLC is an institutional investor managing $184M across 31 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Fidato Wealth are Cannon Wealth Services, Vision, Nvest Financial, with shared positions in $SHW, $PGR, $NSC, $NEE. The full ranking of 11 similar funds is below.

#1Cannon Wealth Management Services, LLCActive
Notable overlap · 3 shared positions
$SHW$PGR$NSC
$183M
99 positions
#2Vision Capital Management, Inc.Active
Some overlap · 3 shared positions
$SHW$PGR$NEE
$882M
151 positions
#3Nvest Financial, LLCPassive
Some overlap · 3 shared positions
$NEE$PGR$SHW
$316M
150 positions
#4Carnegie Investment CounselPassive
Some overlap · 4 shared positions
$PGR$SHW$NSC$NEE
$5.0B
551 positions
#5Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$SHW$NEE$NSC
$275M
82 positions
#6Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$NEE$SHW$PGR
$129M
94 positions
#7DAGCO, INC.Active
Some overlap · 3 shared positions
$SHW$NEE$NSC
$576M
118 positions
#8MPS Loria Financial Planners, LLCSmart money
Some overlap · 3 shared positions
$PGR$SHW$NEE
$527M
87 positions
#9DAVENPORT & Co LLCPassive
Slight overlap · 3 shared positions
$NEE$SHW$NSC
$19.9B
1,389 positions
#10Meiji Yasuda America IncActive
Slight overlap · 3 shared positions
$NEE$PGR$SHW
$764M
57 positions
#11HUTNER CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$NSC$PGR$SHW
$252M
43 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.