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Hedge Funds Similar to Disciplined Investments,

13F Portfolio OverlapQ1 2026Disciplined Investments, portfolio →
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Most similar hedge funds by 13F overlap

Disciplined Investments, LLC is an institutional investor managing $279M across 141 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 Disciplined Investments, are Strategic Financial Services,, Altiora Financial Group,, Tillman Hartley, with shared positions in $COP, $NKE, $UPST, $USB, $SNPS, $NEE. The full ranking of 25 similar funds is below.

#1Strategic Financial Services, Inc.Smart money
Substantial overlap · 7 shared positions
$COP$NKE$UPST$USB$SNPS$NEE
$2.1B
152 positions
#2Altiora Financial Group, LLCActive
Substantial overlap · 10 shared positions
$NKE$UPST$NEE$IAU$SE$DDOG
$607M
110 positions
#3Tillman Hartley LLCActive
Notable overlap · 7 shared positions
$NKE$UPST$IAU$SCHW$COP$CTVA
$398M
88 positions
#4Cordant, Inc.Active
Notable overlap · 6 shared positions
$COP$UPST$NKE$SCHW$USB$SNOW
$246M
75 positions
#5Bear Mountain Capital, Inc.Active
Notable overlap · 6 shared positions
$COP$UPST$SCHW$SE$DDOG$MDY
$333M
198 positions
#6CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 7 shared positions
$NKE$COP$SCHW$SNPS$IAU$UNIT
$532M
162 positions
#7MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Notable overlap · 6 shared positions
$COP$NKE$NEE$USB$UNIT$SNOW
$634M
106 positions
#8Cedar Point Capital Partners, LLCPassive
Notable overlap · 7 shared positions
$NKE$COP$SCHW$USB$OKE$NEE
$154M
71 positions
#9MARYLAND CAPITAL ADVISORS INC.
Notable overlap · 8 shared positions
$COP$NKE$IAU$SCHW$UNIT$NEE
$295M
271 positions
#10ShankerValleau Wealth Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$COP$IBM
$355M
39 positions
#11Guardian Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$UPST$IAU
$330M
30 positions
#12McLean Asset Management CorpActive
Notable overlap · 6 shared positions
$NKE$UPST$AJG$CTVA$SNOW$SE
$572M
165 positions
#13Foundation Wealth Management, LLC\PAActive
Notable overlap · 11 shared positions
$COP$NEE$SE$SCHW$USB$NKE
$284M
91 positions
#14Foster Group, Inc.Active
Notable overlap · 8 shared positions
$NKE$NEE$UPST$SE$DDOG$UNIT
$3.4B
284 positions
#15Shotwell Rutter Baer IncActive
Notable overlap · 5 shared positions
$NKE$COP$USB$TXN$IBM
$170M
38 positions
#16MASECO LLPActive
Notable overlap · 5 shared positions
$NKE$UPST$USB$SCHW$UNIT
$3.2B
391 positions
#17WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 9 shared positions
$UPST$COP$NEE$SCHW$USB$DDOG
$350M
95 positions
#18E&R Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$COP$UPST$SCHW$UNIT
$100M
12 positions
#19ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Notable overlap · 6 shared positions
$NKE$NEE$IAU$MDY$SNOW$UNIT
$167M
35 positions
#20BlueSky Wealth Advisors, LLCActive
Notable overlap · 9 shared positions
$COP$NKE$USB$SNPS$UNIT$SCHW
$777M
115 positions
#21AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$COP$UPST$SCHW$DDOG$NKE
$445M
77 positions
#22BluePrint Investing LLCActive
Notable overlap · 6 shared positions
$UPST$NKE$NEE$SCHW$COP$USB
$126M
26 positions
#23Kure Advisory, LLCActive
Notable overlap · 7 shared positions
$UPST$COP$IAU$SCHW$LEN$USB
$184M
56 positions
#24Falcon Wealth PlanningActive
Notable overlap · 6 shared positions
$NKE$UPST$SCHW$UNIT$CTVA$SE
$1.5B
236 positions
#25Sterling Financial Planning, Inc.Active
Notable overlap · 8 shared positions
$NKE$IAU$COP$SE$SCHW$DDOG
$337M
117 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.