What hedge funds are most similar to Disciplined Equity Management, Inc.?

The funds with the most similar 13F portfolios to Disciplined Equity Management, Inc. are Paradigm, Strategic Planning, Keystone Financial Planning, based on overlapping conviction holdings in the latest SEC filings.

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 Disciplined Equity

13F Portfolio OverlapQ3 2026Disciplined Equity portfolio →

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Most similar hedge funds by 13F overlap

Disciplined Equity Management, Inc. is an institutional investor managing $227M across 47 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Disciplined Equity are Paradigm, Strategic Planning, Keystone Financial Planning, with shared positions in $VZ, $MO, $KMI, $USB, $TFC, $T. The full ranking of 25 similar funds is below.

#1Paradigm Capital Management, LLC/NVActive

Substantial overlap · 8 shared positions

$VZ $MO $KMI $USB $TFC $T

$116M

65 positions

#2Strategic Planning, Inc.

Notable overlap · 5 shared positions

$F $DOW $KHC $VZ $MO

$199M

54 positions

#3Keystone Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$VZ $MO $USB $PFE $T

$404M

39 positions

#4Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$PFH $KMI $KHC $MO $VZ $TXN

$94M

64 positions

#5John Boyer, Inc.Smart money

Notable overlap · 4 shared positions

$MO $VZ $PFE $T

$126M

227 positions

#6PARK CIRCLE CoActive

Notable overlap · 5 shared positions

$MO $VZ $PFE $PFH $TFC

$117M

53 positions

#7WILSEY ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$VZ $CAG $PFE

$681M

27 positions

#81834 INVESTMENT ADVISORS COPassive

Notable overlap · 9 shared positions

$MO $TFC $VZ $PFE $T $KMI

$886M

232 positions

#9Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 3 shared positions

$MO $TFC $T

$182M

43 positions

#10Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$BBY $OKE $TFC $PFE $VZ $IP

$116M

172 positions

#11Griffith & Werner, Inc.Passive

Notable overlap · 5 shared positions

$TFC $VZ $PFE $T $TXN

$213M

71 positions

#12SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$KMI $T $TFC $VZ $PFE $USB

$606M

79 positions

#13Dynamic Financial GroupSmart money

Notable overlap · 4 shared positions

$VZ $PFE $T $MO

$132M

76 positions

#14Unifi Asset Management LPActive

Notable overlap · 6 shared positions

$PFH $F $VZ $T $CAG $DOW

$251M

62 positions

#15Slagle Financial, LLCPassive

Notable overlap · 8 shared positions

$KHC $MO $USB $BBY $PFH $TFC

$334M

127 positions

#16EDMP, INC.Passive

Notable overlap · 7 shared positions

$MO $TFC $T $VZ $BBY $PFH

$130M

74 positions

#17CONTINENTAL ADVISORS LLCActive

Notable overlap · 4 shared positions

$PFE $TFC $KHC $VTRS

$233M

52 positions

#18BCWM, LLCPassive

Notable overlap · 6 shared positions

$KMI $MO $PFE $VZ $T $USB

$342M

57 positions

#19Hillman Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$PFE $KHC $USB $CAG $VZ

$138M

54 positions

#20Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$MO $TFC $PFE $VZ $ANET $LOW

$221M

41 positions

#21Mid-American Wealth Advisory Group, Inc.Active

Notable overlap · 4 shared positions

$VZ $MO $PLTR $TXN

$287M

74 positions

#22EQUITY INVESTMENT CORPActive

Notable overlap · 4 shared positions

$VZ $USB $TFC $T

$5.2B

76 positions

#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$TFC $USB $HPQ $BBY $PFH $PFE

$3.3B

229 positions

#24PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$USB $TFC $BKNG $T $SYK

$837M

90 positions

#25MILLINGTON SECURITIES, LLC

Notable overlap · 7 shared positions

$MO $OKE $VZ $HPQ $PFE $BBY

$362M

275 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.