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 Schubert &

13F Portfolio OverlapQ1 2026Schubert & portfolio →

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Most similar hedge funds by 13F overlap

Schubert & Co is an institutional investor managing $123M across 69 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 Schubert & are Hardy Reed, Compass Ion Advisors,, Tide Cove Partners, with shared positions in $DHR, $KKR, $COP, $GEV, $AXP, $NEE. The full ranking of 25 similar funds is below.

#1Hardy Reed LLCActive

Notable overlap · 6 shared positions

$DHR $KKR $COP $GEV $AXP $NEE

$1.4B

243 positions

#2Compass Ion Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $AMN $COP $NEE $KKR

$1.0B

279 positions

#3Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$DHR $KKR $COP

$147M

13 positions

#4Kastel Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$DHR $KKR $COP

$163M

55 positions

#5RPS ADVISORY SOLUTIONS LLCActive

Notable overlap · 4 shared positions

$DHR $T $GE $GEV

$176M

108 positions

#6Spectrum Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$DHR $T $NEE $KKR

$201M

46 positions

#7guardian investment managementActive

Notable overlap · 6 shared positions

$DHR $KKR $AXP $T $GE $GEV

$127M

60 positions

#8MontVue Capital Management, Inc.Active

Notable overlap · 3 shared positions

$DHR $COF $GE

$147M

67 positions

#9HMV Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$NKE $NEE $AMN $UNP $KKR

$213M

81 positions

#10Magnolia Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DHR $NEE $COP

$172M

212 positions

#11COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 5 shared positions

$NKE $NEE $DHR $AMN $GE

$97M

56 positions

#12CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 4 shared positions

$NKE $NEE $AMN $COP

$334M

70 positions

#13DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$NKE $NEE $AMN $GE $GEV

$249M

92 positions

#14TCI Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$NKE $NEE $AMN $T

$1.9B

251 positions

#15Kestra Investment Management, LLCActive

Notable overlap · 4 shared positions

$NKE $NEE $VLTO $AMN

$5.8B

439 positions

#16Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 4 shared positions

$NKE $NEE $AMN $COP

$1.1B

81 positions

#17Capstone Wealth Management, LLCActive

Notable overlap · 5 shared positions

$NKE $DHR $AMN $NEE $T

$143M

50 positions

#18APS Management Group, Inc.Passive

Notable overlap · 4 shared positions

$DHR $NKE $KKR $COP

$117M

72 positions

#19Meritas Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $AMN

$221M

60 positions

#20Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $AMN

$175M

53 positions

#21McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $AMN

$119M

65 positions

#22Three Arch Wealth Management LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $AMN

$556M

61 positions

#23Belleair Asset Management, LLCPassive

Notable overlap · 4 shared positions

$NKE $NEE $AMN $T

$110M

77 positions

#24Savant Capital, LLCActive

Notable overlap · 4 shared positions

$NKE $NEE $AMN $DHR

$20.7B

1,500 positions

#25DiNuzzo Private Wealth, Inc.Active

Notable overlap · 5 shared positions

$NKE $NEE $COP $T $KKR

$928M

1,345 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.