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 Financial Advisory

13F Portfolio OverlapQ1 2026Financial Advisory portfolio →

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Most similar hedge funds by 13F overlap

Financial Advisory Corp is an institutional investor managing $754M across 58 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 Financial Advisory are Shakespeare Wealth ,, TrueWealth Financial Partners, Gladwyn Financial Advisors,, with shared positions in $UNIT, $SE, $HBAN, $SCHW, $MKL, $MCD. The full ranking of 25 similar funds is below.

#1Shakespeare Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$UNIT $SE $HBAN

$422M

98 positions

#2TrueWealth Financial PartnersActive

Notable overlap · 4 shared positions

$UNIT $SCHW $MKL $SE

$251M

66 positions

#3Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$UNIT $SE $MKL $MCD

$160M

82 positions

#4ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$UNIT $MKL $SCHW $SE

$3.5B

338 positions

#5Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $SCHW $MKL $SE

$1.4B

58 positions

#6Traveka Wealth, LLCPassive

Notable overlap · 4 shared positions

$UNIT $SE $SCHW $MKL

$262M

186 positions

#7Oath Planning, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MCD

$113M

69 positions

#8Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 3 shared positions

$UNIT $SE $SCHW

$2.2B

79 positions

#9Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$950M

192 positions

#10Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$SE $SCHW $MKL

$333M

198 positions

#11Rodgers & Associates, LTDActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$982M

101 positions

#12Zeit Capital LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$149M

52 positions

#13Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 4 shared positions

$UNIT $MKL $SCHW $SE

$166M

43 positions

#14Topel & Distasi Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SE $UNIT $MKL $SCHW

$193M

58 positions

#15Family CFO IncActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$223M

41 positions

#16Envision Financial Planning, LLCActive

Notable overlap · 3 shared positions

$SE $UNIT $HLT

$276M

51 positions

#17LAM GROUP, INC.Passive

Notable overlap · 4 shared positions

$UNIT $SE $MKL $SCHW

$182M

136 positions

#18WALLER FINANCIAL PLANNING GROUP, INCActive

Notable overlap · 4 shared positions

$UNIT $SCHW $MKL $SYK

$453M

74 positions

#19Partners in Financial PlanningActive

Notable overlap · 4 shared positions

$UNIT $SCHW $SE $MKL

$603M

122 positions

#20Grey Fox Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$518M

140 positions

#21FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 4 shared positions

$UNIT $SCHW $MKL $SE

$293M

105 positions

#22SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$UNIT $SCHW $MKL $MCD

$272M

554 positions

#23Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 3 shared positions

$UNIT $MKL $SE

$111M

63 positions

#24Creekside PartnersPassive

Notable overlap · 5 shared positions

$UNIT $SE $SCHW $MKL $MCD

$243M

183 positions

#25Ifrah Financial Services, Inc.Passive

Notable overlap · 5 shared positions

$SE $UNIT $SCHW $MKL $SYK

$378M

200 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.