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 TOBIAS FINANCIAL ADVISORS,

13F Portfolio OverlapQ1 2026TOBIAS FINANCIAL ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

TOBIAS FINANCIAL ADVISORS, INC. is an institutional investor managing $718M across 143 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 TOBIAS FINANCIAL ADVISORS, are Opus Financial Solutions, Fonville Wealth, Tillman Hartley, with shared positions in $NKE, $SCHW, $SNOW, $WT, $HUM, $BRZE. The full ranking of 25 similar funds is below.

#1Opus Financial Solutions LLCPassive

Notable overlap · 6 shared positions

$NKE $SCHW $SNOW $WT $HUM $BRZE

$106M

103 positions

#2Fonville Wealth Management LLCPassive

Notable overlap · 9 shared positions

$NKE $SCHW $SNOW $GMM $HUM $UNIT

$525M

138 positions

#3Tillman Hartley LLCActive

Notable overlap · 6 shared positions

$NKE $SCHW $SNOW $CTVA $WT $BRZE

$398M

88 positions

#4Frankly Finances, LLCActive

Notable overlap · 6 shared positions

$NKE $SCHW $SNOW $MKL $WT $BRZE

$110M

64 positions

#5Financial Futures Ltd Liability Co.Active

Notable overlap · 6 shared positions

$NKE $SCHW $SNOW $DIA $UNIT $KKR

$228M

72 positions

#6Sterling Financial Planning, Inc.Active

Notable overlap · 8 shared positions

$NKE $SNOW $SCHW $WT $UNIT $HUM

$337M

117 positions

#7Falcon Wealth PlanningActive

Notable overlap · 7 shared positions

$NKE $SCHW $WT $UNIT $MKL $CTVA

$1.5B

236 positions

#8Burk Holdings LLCPassive

Notable overlap · 6 shared positions

$NKE $SNOW $WT $SCHW $HUM $DIA

$233M

676 positions

#9Donalies Financial Planning, LLCActive

Notable overlap · 8 shared positions

$NKE $SNOW $SCHW $HUM $GMM $UNIT

$117M

74 positions

#10DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$NKE $SNOW $SCHW $HUM $UNIT

$249M

92 positions

#11Schoolcraft Capital LLCActive

Notable overlap · 4 shared positions

$NKE $SCHW $WT $SE

$516M

65 positions

#12FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 7 shared positions

$NKE $SNOW $SCHW $HUM $MKL $UNIT

$754M

345 positions

#13Savant Capital, LLCActive

Notable overlap · 7 shared positions

$NKE $SNOW $WT $UNIT $MKL $SE

$20.7B

1,500 positions

#14OMNI 360 Wealth, Inc.Passive

Notable overlap · 7 shared positions

$NKE $SNOW $WT $HUM $MKL $DIA

$194M

125 positions

#15Austin Asset Management Co IncSmart money

Notable overlap · 3 shared positions

$NKE $SCHW $SNOW

$608M

85 positions

#16ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 8 shared positions

$NKE $WT $SNOW $HUM $SCHW $UNIT

$753M

159 positions

#17ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$SCHW $SNOW $NKE $WT $CTVA $UNIT

$370M

119 positions

#18Disciplined Investments, LLCPassive

Notable overlap · 6 shared positions

$NKE $SCHW $CTVA $SNOW $UNIT $SE

$279M

141 positions

#19ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 5 shared positions

$NKE $SCHW $SNOW $KKR $SE

$158M

125 positions

#20Altiora Financial Group, LLCActive

Notable overlap · 6 shared positions

$NKE $SNOW $CTVA $UNIT $SE $BRZE

$607M

110 positions

#21BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$NKE $SCHW $HUM

$251M

40 positions

#22Team Hewins, LLCSmart money

Notable overlap · 5 shared positions

$NKE $SNOW $HUM $WT $UNIT

$337M

41 positions

#23Pillar Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$NKE $SNOW $MKL $UNIT $BRZE

$171M

106 positions

#24Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$NKE $SNOW $MKL $UNIT $BRZE

$1.1B

121 positions

#25McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $WT

$119M

65 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.