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 Zeit

13F Portfolio OverlapQ1 2026Zeit portfolio →

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Most similar hedge funds by 13F overlap

Zeit Capital LLC is an institutional investor managing $149M across 52 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 Zeit are Cassaday & Wealth, Praetorian Wealth ,, BHK Investment Advisors,, with shared positions in $NTRB, $SCHW, $IBM, $ABT, $UNIT, $AMAT. The full ranking of 25 similar funds is below.

#1Cassaday & Co Wealth Management LLCActive

Substantial overlap · 4 shared positions

$NTRB $SCHW $IBM $ABT

$4.7B

1,361 positions

#2Praetorian Wealth Management, Inc.Active

Substantial overlap · 3 shared positions

$NTRB $UNIT $SCHW

$526M

77 positions

#3BHK Investment Advisors, LLCActive

Substantial overlap · 4 shared positions

$NTRB $UNIT $AMAT $AMGN

$299M

79 positions

#4Black Diamond Financial, LLCActive

Notable overlap · 4 shared positions

$NTRB $UNIT $SCHW $MKL

$916M

185 positions

#5FC Advisory LLCActive

Notable overlap · 3 shared positions

$NTRB $SCHW $MKL

$342M

115 positions

#6Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$NTRB $UNIT $MKL

$171M

106 positions

#7Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$NTRB $UNIT $MKL $MMM

$144M

86 positions

#8TrueWealth Financial PartnersActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$251M

66 positions

#9SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$SCHW $UNIT $PLTR $MKL

$272M

554 positions

#10Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$1.4B

58 positions

#11Falcon Wealth PlanningActive

Notable overlap · 4 shared positions

$NTRB $SCHW $UNIT $MKL

$1.5B

236 positions

#12Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $AMAT

$313M

119 positions

#13Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$SCHW $UNIT $MKL

$255M

49 positions

#14Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$NTRB $SCHW $IBM $AMAT

$151M

97 positions

#15Investment Insight Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$NTRB $UNIT $AMGN

$93M

36 positions

#16ASSETMARK, INCPassive

Notable overlap · 5 shared positions

$NTRB $UNIT $SCHW $AMAT $T

$49.0B

3,443 positions

#17WAYSTONE ADVISORS LLCPassive

Notable overlap · 4 shared positions

$NTRB $UNIT $MKL $AMGN

$112M

101 positions

#18Rodgers & Associates, LTDActive

Notable overlap · 5 shared positions

$UNIT $SCHW $NTRB $MKL $T

$982M

101 positions

#19Financial Advisory CorpSmart money

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$720M

51 positions

#20PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 4 shared positions

$SCHW $UNIT $IBM $CI

$567M

75 positions

#21Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $SCHW $AMAT

$713M

154 positions

#22ODonnell Financial Services, LLCActive

Notable overlap · 3 shared positions

$NTRB $AMAT $INTC

$290M

64 positions

#23Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$UNIT $SCHW $IBM

$543M

103 positions

#24Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$950M

192 positions

#25Clifford Group, LLCActive

Notable overlap · 3 shared positions

$NTRB $SCHW $ABT

$130M

80 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.