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 Stordahl ,

13F Portfolio OverlapQ1 2026Stordahl , portfolio →

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Most similar hedge funds by 13F overlap

Stordahl Capital Management, Inc. is an institutional investor managing $546M across 68 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 Stordahl , are Foundation Wealth , \PA, Disciplined Investments,, Rialto Wealth ,, with shared positions in $COP, $CTVA, $SNOW, $MKL, $DDOG, $BRZE. The full ranking of 25 similar funds is below.

#1Foundation Wealth Management, LLC\PAActive

Notable overlap · 4 shared positions

$COP $CTVA $SNOW $MKL

$284M

91 positions

#2Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$COP $CTVA $SNOW $DDOG

$279M

141 positions

#3Rialto Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$COP $SNOW $DDOG $CTVA

$445M

1,730 positions

#4VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$COP $DDOG $SNOW $MKL

$335M

505 positions

#5Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$COP $DDOG $SNOW $MKL

$374M

86 positions

#6Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$COP $SNOW $DDOG $BRZE

$167M

92 positions

#7GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$COP $CTVA $DDOG $SNOW

$212M

87 positions

#8William Mack & Associates, Inc.Active

Notable overlap · 3 shared positions

$COP $SNOW $DDOG

$175M

73 positions

#9SpringVest Wealth Management LLCActive

Notable overlap · 3 shared positions

$COP $DDOG $MKL

$146M

67 positions

#10Quantum Financial Planning Services, Inc.Smart money

Notable overlap · 4 shared positions

$COP $DDOG $IBIT $BRZE

$278M

53 positions

#11McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$COP $SNOW $BRZE

$192M

27 positions

#12Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $MS

$184M

157 positions

#13Trellis Wealth Advisors LLCSmart money

Notable overlap · 3 shared positions

$COP $DDOG $BRZE

$263M

47 positions

#14PROFFITT & GOODSON INCActive

Notable overlap · 3 shared positions

$COP $DDOG $BRZE

$649M

283 positions

#15Rockbridge Investment Management, LCCSmart money

Notable overlap · 3 shared positions

$COP $DDOG $BRZE

$1.1B

137 positions

#16Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$COP $DDOG $MKL $SBUX

$333M

198 positions

#17Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$COP $DDOG $MS

$453M

103 positions

#18Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $DDOG $BRZE

$2.1B

152 positions

#19CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $DDOG $MS

$363M

102 positions

#20Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$COP $MKL $MS

$1.2B

1,060 positions

#21Fort Vancouver Investment Management, LLCActive

Notable overlap · 3 shared positions

$COP $MKL $SNOW

$197M

59 positions

#22DecisionPoint Financial, LLCActive

Notable overlap · 3 shared positions

$COP $BRZE $IBIT

$464M

679 positions

#23Beacon Financial Strategies CORPActive

Notable overlap · 3 shared positions

$COP $BRZE $MKL

$176M

177 positions

#24Towneley Capital Management, Inc / DESmart money

Notable overlap · 5 shared positions

$COP $SNOW $DDOG $BRZE $MKL

$478M

42 positions

#25Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$COP $DDOG $MKL $__PARK_1390777 $BRZE

$578M

118 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.