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Hedge Funds Similar to Topel & Distasi Wealth

13F Portfolio OverlapQ2 2026Topel & Distasi Wealth portfolio →
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Most similar hedge funds by 13F overlap

Topel & Distasi Wealth Management, LLC is an institutional investor managing $207M across 57 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Topel & Distasi Wealth are Empower Advisory Group, RETIREMENT INCOME SOLUTIONS, with shared positions in $MUFG, $NEE, $ECL. The full ranking of 2 similar funds is below.

#1Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$MUFG$NEE$ECL
$41.9B
532 positions
#2RETIREMENT INCOME SOLUTIONS, INCSmart money
Slight overlap · 3 shared positions
$ECL$MUFG$NEE
$581M
172 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.