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Hedge Funds Similar to Fidato Wealth

13F Portfolio OverlapQ1 2026Fidato Wealth portfolio →
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Most similar hedge funds by 13F overlap

Fidato Wealth LLC is an institutional investor managing $154M across 15 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 Fidato Wealth are Elwood & Goetz Wealth Advisory Group,, CURIO WEALTH,, Oceanside Advisors, with shared positions in $IAU, $SCHW, $NEE, $PGR, $SHW. The full ranking of 25 similar funds is below.

#1Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$IAU$SCHW$NEE
$589M
138 positions
#2CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$IAU$SCHW$NEE
$293M
1,255 positions
#3Oceanside Advisors LLCActive
Notable overlap · 3 shared positions
$IAU$SCHW$NEE
$175M
53 positions
#4Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$IAU$PGR$NEE
$648M
113 positions
#5PINNEY & SCOFIELD, INC.Active
Notable overlap · 3 shared positions
$IAU$NEE$SCHW
$185M
243 positions
#6FORBES J M & CO LLPActive
Notable overlap · 3 shared positions
$IAU$NEE$PGR
$1.2B
150 positions
#7Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$SHW$NEE
$265M
75 positions
#8Prairie Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$SHW$NEE
$231M
152 positions
#9Ridge Creek Global, IncActive
Some overlap · 4 shared positions
$IAU$SHW$NEE$PGR
$118M
85 positions
#10FMB WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$IAU$SCHW$NEE
$242M
73 positions
#11LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 4 shared positions
$IAU$SCHW$NEE$PGR
$378M
89 positions
#12Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$IAU$SCHW$SHW
$254M
108 positions
#13Vision Capital Management, Inc.Active
Some overlap · 4 shared positions
$IAU$SHW$NEE$PGR
$792M
150 positions
#14First Financial Group CorpActive
Some overlap · 3 shared positions
$IAU$SHW$NEE
$122M
80 positions
#15Oasis Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SHW$NEE
$509M
210 positions
#16American Investment Services, Inc.Active
Some overlap · 3 shared positions
$IAU$SCHW$NEE
$448M
132 positions
#17CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$IAU$SHW$NEE
$149M
96 positions
#18Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$SHW$IAU$SCHW$NEE
$448M
108 positions
#19NORTH DALLAS BANK & TRUST COPassive
Some overlap · 3 shared positions
$IAU$SCHW$NEE
$148M
109 positions
#20STABLEFORD CAPITAL II LLCPassive
Some overlap · 3 shared positions
$IAU$SHW$SCHW
$269M
144 positions
#21Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$SCHW$NEE
$420M
120 positions
#22Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$NEE
$279M
141 positions
#23BALDWIN WEALTH PARTNERS LLC/MAActive
Some overlap · 3 shared positions
$IAU$SCHW$NEE
$1.4B
222 positions
#24MARYLAND CAPITAL ADVISORS INC.
Slight overlap · 3 shared positions
$IAU$SCHW$NEE
$295M
271 positions
#25Perkins Coie Trust CoPassive
Slight overlap · 3 shared positions
$SHW$IAU$SCHW
$520M
257 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.