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 REBALANCE,

13F Portfolio OverlapQ1 2026REBALANCE, portfolio →

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Most similar hedge funds by 13F overlap

REBALANCE, LLC is an institutional investor managing $1.9B across 103 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 REBALANCE, are Financial Futures Ltd Liability, DecisionPoint Financial,, Frisco Financial Planning, with shared positions in $USB, $SCHW, $UNIT, $KKR, $IAU, $IBM. The full ranking of 25 similar funds is below.

#1Financial Futures Ltd Liability Co.Active

Notable overlap · 6 shared positions

$USB $SCHW $UNIT $KKR $IAU $IBM

$228M

72 positions

#2DecisionPoint Financial, LLCActive

Notable overlap · 5 shared positions

$USB $SCHW $IAU $AXP $DOV

$464M

679 positions

#3Frisco Financial Planning LLCActive

Notable overlap · 3 shared positions

$USB $SCHW $MKL

$133M

29 positions

#4CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$USB $SCHW $IBM

$363M

102 positions

#5Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 4 shared positions

$USB $KKR $SCHW $DOV

$462M

228 positions

#6SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$SCHW $USB $KKR $UNIT $MKL

$272M

554 positions

#7Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$USB $SCHW $KKR

$147M

13 positions

#8Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$USB $KKR $SCHW $UNIT $IAU

$745M

219 positions

#9Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$USB $SCHW $KKR $IAU

$420M

120 positions

#10Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$USB $KKR $SCHW $IBM

$236M

81 positions

#11Pioneer Wealth Management GroupSmart money

Notable overlap · 4 shared positions

$USB $SCHW $UNIT $MKL

$357M

50 positions

#12Piedmont Capital Management, LLCActive

Notable overlap · 5 shared positions

$USB $KKR $SCHW $IBM $KO

$197M

50 positions

#13Dodds Wealth, LLCSmart money

Notable overlap · 7 shared positions

$USB $SCHW $KKR $IAU $SE $DOV

$407M

51 positions

#1421 West Wealth Management LLCPassive

Notable overlap · 4 shared positions

$USB $KKR $SCHW $SE

$108M

63 positions

#15WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$USB $SCHW $UNIT $IAU $SE

$508M

107 positions

#16McGlone Suttner Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$USB $KKR $SSL $HLT $UNIT $KO

$755M

189 positions

#17PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Notable overlap · 6 shared positions

$USB $SCHW $KKR $UNIT $IAU $MKL

$1.6B

236 positions

#18Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$USB $KKR $UNIT $IAU $IBM

$149M

70 positions

#19Pacific Capital Wealth Advisors, Inc.Smart money

Notable overlap · 5 shared positions

$USB $KKR $SCHW $IAU $AXP

$595M

87 positions

#20Berkeley Capital Partners, LLCActive

Notable overlap · 3 shared positions

$USB $KKR $MKL

$431M

184 positions

#21Foundation Wealth Management, LLC\PAActive

Notable overlap · 7 shared positions

$USB $SCHW $EPAM $UNIT $IAU $MKL

$284M

91 positions

#22Summit Asset Management, LLCActive

Notable overlap · 5 shared positions

$USB $SSL $HLT $IBM $KO

$719M

172 positions

#23Graetz Wealth LLCPassive

Notable overlap · 4 shared positions

$USB $SCHW $UNIT $IAU

$112M

80 positions

#24Westview Management dba Westview Investment AdvisorsPassive

Notable overlap · 3 shared positions

$USB $SCHW $PHYS

$192M

70 positions

#25Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$USB $SCHW $UNIT

$163M

67 positions

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View REBALANCE,’s holdings

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.