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Hedge Funds Similar to Cordant,

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

Cordant, Inc. is an institutional investor managing $278M across 353 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 Cordant, are BluePrint Investing, E&R Wealth ,, Strategic Financial Services,, with shared positions in $UPST, $USB, $SCHW, $NKE, $COP, $AMD. The full ranking of 25 similar funds is below.

#1BluePrint Investing LLCActive
Substantial overlap · 5 shared positions
$UPST$USB$SCHW$NKE$COP
$126M
26 positions
#2E&R Wealth Management, LLCSmart money
Substantial overlap · 3 shared positions
$UPST$COP$SCHW
$100M
12 positions
#3Strategic Financial Services, Inc.Smart money
Substantial overlap · 4 shared positions
$USB$COP$UPST$NKE
$2.1B
152 positions
#4Bear Mountain Capital, Inc.Active
Substantial overlap · 5 shared positions
$UPST$COP$SCHW$AMD$INTC
$333M
198 positions
#5Cascade Wealth Advisors, IncActive
Substantial overlap · 4 shared positions
$UPST$USB$COP$SNOW
$228M
60 positions
#6PRESILIUM PRIVATE WEALTH, LLCActive
Substantial overlap · 5 shared positions
$UPST$SCHW$COP$NKE$DIS
$567M
75 positions
#7DecisionPoint Financial, LLCActive
Substantial overlap · 5 shared positions
$USB$COP$SCHW$UPST$NKE
$464M
679 positions
#8Kure Advisory, LLCActive
Substantial overlap · 4 shared positions
$UPST$COP$SCHW$USB
$184M
56 positions
#9CYPRESS FINANCIAL PLANNING LLCActive
Substantial overlap · 3 shared positions
$USB$COP$SCHW
$363M
102 positions
#10AMI INVESTMENT MANAGEMENT INCActive
Substantial overlap · 5 shared positions
$UPST$COP$SCHW$NKE$DIS
$445M
77 positions
#11Drum Hill Capital, LLCActive
Notable overlap · 3 shared positions
$UPST$USB$NEM
$109M
46 positions
#12Disciplined Investments, LLCPassive
Notable overlap · 6 shared positions
$COP$UPST$NKE$SCHW$USB$SNOW
$279M
141 positions
#13ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 6 shared positions
$UPST$SCHW$NKE$COP$ICFI$SNOW
$370M
119 positions
#14Causey Wealth LLCPassive
Notable overlap · 5 shared positions
$UPST$USB$NKE$SCHW$COP
$236M
81 positions
#15Beacon Capital Management, Inc.Active
Notable overlap · 4 shared positions
$UPST$COP$SCHW$SNOW
$1.8B
57 positions
#16Level Financial AdvisorsActive
Notable overlap · 5 shared positions
$UPST$COP$NKE$SCHW$SNOW
$392M
92 positions
#17WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$UPST$USB$COP$SCHW$SNOW
$350M
95 positions
#18NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$UPST
$5.0B
51 positions
#19Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$SCHW$USB$COP$SNOW
$420M
120 positions
#20BlueSky Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$COP$USB$NKE$SCHW
$777M
115 positions
#21Strata Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$UPST$SCHW$NKE$ICFI$FBTC
$365M
87 positions
#22Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$UPST$COP$USB$SNOW
$109M
1,311 positions
#23Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$USB$COP$NKE
$170M
38 positions
#24Foundation Wealth Management, LLC\PAActive
Notable overlap · 5 shared positions
$USB$COP$SCHW$NKE$SNOW
$284M
91 positions
#25WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$SCHW$FBTC
$508M
107 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.