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 MARKET STREET WEALTH ADVISORS

13F Portfolio OverlapQ1 2026MARKET STREET WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC is an institutional investor managing $634M across 106 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 MARKET STREET WEALTH ADVISORS are Disciplined Investments,, Strategic Financial Services,, McCartney Wealth, with shared positions in $COP, $NKE, $NEE, $USB, $UNIT, $SNOW. The full ranking of 25 similar funds is below.

#1Disciplined Investments, LLCPassive

Notable overlap · 6 shared positions

$COP $NKE $NEE $USB $UNIT $SNOW

$279M

141 positions

#2Strategic Financial Services, Inc.Smart money

Notable overlap · 6 shared positions

$COP $NKE $USB $NEE $GE $GEV

$2.1B

152 positions

#3McCartney Wealth Management LLCActive

Notable overlap · 4 shared positions

$NKE $NEE $NSC $SNOW

$119M

65 positions

#4Planning Center, Inc.Smart money

Notable overlap · 3 shared positions

$NKE $NEE $NSC

$987M

78 positions

#5PINNEY & SCOFIELD, INC.Active

Notable overlap · 5 shared positions

$NKE $NSC $NEE $GE $GEV

$185M

243 positions

#6MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 6 shared positions

$COP $NKE $UNIT $NEE $RELX $NSC

$295M

271 positions

#7BlueSky Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$COP $NKE $USB $UNIT $GEV

$777M

115 positions

#8Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$NKE $COP $USB

$170M

38 positions

#9Foundation Wealth Management, LLC\PAActive

Notable overlap · 7 shared positions

$COP $NEE $USB $NKE $SNOW $MAR

$284M

91 positions

#10Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NEE $NKE $NSC

$119M

51 positions

#11Stone Summit Wealth LLCPassive

Notable overlap · 6 shared positions

$COP $NKE $USB $NEE $UNIT $GILD

$359M

142 positions

#12CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 4 shared positions

$NKE $COP $UNIT $RELX

$532M

162 positions

#13Cedar Point Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$NKE $COP $USB $NEE

$154M

71 positions

#14Cordant, Inc.Active

Notable overlap · 4 shared positions

$COP $NKE $USB $SNOW

$246M

75 positions

#15Timonier Family Office, LTD.

Notable overlap · 5 shared positions

$NKE $NEE $USB $MAR $DUK

$315M

56 positions

#16Meritas Wealth Management, LLCActive

Notable overlap · 4 shared positions

$NKE $NEE $UNIT $NSC

$221M

60 positions

#17DiNuzzo Private Wealth, Inc.Active

Notable overlap · 4 shared positions

$NKE $NEE $COP $USB

$928M

1,345 positions

#18CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 4 shared positions

$NKE $NEE $COP $UNIT

$334M

70 positions

#19Wealth Management NebraskaSmart money

Notable overlap · 6 shared positions

$NKE $COP $USB $UNIT $SNOW $NEE

$987M

100 positions

#20Rather & Kittrell, Inc.Active

Notable overlap · 5 shared positions

$NKE $NSC $USB $NEE $BAC

$648M

113 positions

#21Three Arch Wealth Management LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $UNIT

$556M

61 positions

#22Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $NSC

$175M

53 positions

#23Altiora Financial Group, LLCActive

Notable overlap · 7 shared positions

$NKE $NEE $NSC $SNOW $COP $UNIT

$607M

110 positions

#24Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$NKE $NSC $COP $UNIT $SNOW

$337M

117 positions

#25Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 5 shared positions

$NKE $NEE $USB $COP $UNIT

$1.1B

81 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.