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Hedge Funds Similar to Topel & Distasi Wealth ,

13F Portfolio OverlapQ1 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 $193M 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 Topel & Distasi Wealth , are Bear Mountain ,, BLUELINE ADVISORS, STOLZ & ASSOCIATES, PS, with shared positions in $SE, $COP, $AFRM, $MUFG, $SCHW, $MKL. The full ranking of 25 similar funds is below.

#1Bear Mountain Capital, Inc.Active
Notable overlap · 6 shared positions
$SE$COP$AFRM$MUFG$SCHW$MKL
$333M
198 positions
#2BLUELINE ADVISORS LLCActive
Notable overlap · 6 shared positions
$SE$COP$USB$AFRM$SCHW$NOW
$129M
217 positions
#3STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 3 shared positions
$SE$USB$NEE
$143M
30 positions
#4Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$SE$USB$SCHW
$407M
51 positions
#5Envision Financial Planning, LLCActive
Notable overlap · 3 shared positions
$SE$UNIT$NEE
$276M
51 positions
#6Shakespeare Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SE$UNIT$SNOW
$422M
98 positions
#7Financial Advisory CorpSmart money
Notable overlap · 4 shared positions
$SE$UNIT$MKL$SCHW
$720M
51 positions
#8Fund Evaluation Group, LLCSmart money
Notable overlap · 6 shared positions
$SE$AFRM$NOW$SNOW$SCHW$MUFG
$3.3B
73 positions
#9TIAA Wealth Investment Management LLCActive
Notable overlap · 4 shared positions
$SE$MUFG$NOW$SNOW
$13.1B
563 positions
#10Aspect Partners, LLCPassive
Notable overlap · 3 shared positions
$SE$USB$GMM
$245M
709 positions
#11Morningstar Investment Management LLCPassive
Notable overlap · 3 shared positions
$SE$SCHW$SNOW
$1.6B
315 positions
#12Jordan Park Group LLCSmart money
Notable overlap · 3 shared positions
$SE$MUFG$NOW
$1.9B
69 positions
#13MMA ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$SE$COP$USB$SNOW
$284M
179 positions
#14KEYSTONE INVESTORS PTE LTD
Notable overlap · 3 shared positions
$SE$USB$SNOW
$1.1B
77 positions
#15Johnson Bixby & Associates, LLCActive
Notable overlap · 3 shared positions
$SE$COP$AFRM
$806M
127 positions
#16Coign Capital Advisors LLCActive
Notable overlap · 4 shared positions
$SE$COP$GMM$SCHW
$190M
80 positions
#17BlueStem Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$SE$GMM$NOW
$900M
124 positions
#18WESCAP Management Group, Inc.Active
Some overlap · 6 shared positions
$SE$COP$USB$GMM$UNIT$SCHW
$508M
107 positions
#19Cornerstone National Bank & Trust CoPassive
Some overlap · 3 shared positions
$SE$COP$SNOW
$271M
209 positions
#20Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$SE$GMM$NEE
$253M
126 positions
#21Omega Financial Group, LLCPassive
Some overlap · 9 shared positions
$SE$AFRM$MUFG$ECL$SCHW$NOW
$308M
101 positions
#22Westfuller Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$AFRM$MKL$SCHW$SNOW
$232M
756 positions
#23TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 4 shared positions
$SE$COP$USB$SNOW
$4.8B
1,649 positions
#24Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$SE$USB$UNIT$NEE
$201M
144 positions
#25Brand Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$SE$UNIT$USB$SNOW
$385M
193 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.