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Hedge Funds Similar to Disciplined Equity ,

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

Disciplined Equity Management, Inc. is an institutional investor managing $199M across 44 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 Disciplined Equity , are PINNEY & SCOFIELD,, Lauterbach Financial Advisors,, KM Ltd., with shared positions in $NKE, $T, $PFE, $SYK, $USB, $DOW. The full ranking of 25 similar funds is below.

#1PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NKE$T$PFE
$185M
243 positions
#2Lauterbach Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$NKE$PFE$SYK
$205M
79 positions
#3KM Capital Management Ltd.Active
Substantial overlap · 3 shared positions
$NKE$USB$T
$149M
76 positions
#4MASECO LLPActive
Notable overlap · 3 shared positions
$NKE$USB$PFE
$3.2B
391 positions
#5Strategic Planning, Inc.Active
Notable overlap · 6 shared positions
$DOW$F$VZ$MO$NKE$KHC
$199M
54 positions
#6Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$NKE$USB$TXN
$987M
100 positions
#7DiNuzzo Private Wealth, Inc.Active
Notable overlap · 5 shared positions
$NKE$USB$T$VZ$LOW
$928M
1,345 positions
#8Rather & Kittrell, Inc.Active
Notable overlap · 6 shared positions
$NKE$TFC$USB$PGR$LOW$VZ
$648M
113 positions
#9SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 8 shared positions
$NKE$KMI$T$PFE$TFC$VZ
$728M
79 positions
#10Catherine Avery Investment Management LLCPassive
Notable overlap · 6 shared positions
$VZ$PFE$TFC$OKE$OMC$BBY
$223M
109 positions
#11Hillman Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$PFE$NKE$VZ$USB$KHC$CAG
$144M
56 positions
#12COWA, LLCActive
Notable overlap · 4 shared positions
$NKE$OKE$KHC$T
$371M
158 positions
#13Cedar Point Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$NKE$USB$OKE$TXN
$154M
71 positions
#14PARK CIRCLE CoActive
Notable overlap · 6 shared positions
$VZ$MO$PFE$PFH$TFC$NKE
$108M
51 positions
#15Measured Risk Portfolios, Inc.Passive
Notable overlap · 6 shared positions
$PFH$VZ$MO$KMI$KHC$TXN
$91M
66 positions
#16Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$OKE$USB
$1.5B
686 positions
#17Baugh & Associates, LLCActive
Notable overlap · 7 shared positions
$MO$PFE$VZ$TFC$ANET$LOW
$232M
44 positions
#18EDMP, INC.Passive
Notable overlap · 5 shared positions
$MO$TFC$T$VZ$OMC
$124M
71 positions
#19Griffith & Werner, Inc.Active
Notable overlap · 4 shared positions
$VZ$TFC$PFE$T
$202M
72 positions
#20Disciplined Investments, LLCPassive
Notable overlap · 4 shared positions
$NKE$OKE$USB$TXN
$279M
141 positions
#21IBEX WEALTH ADVISORSPassive
Notable overlap · 8 shared positions
$PLTR$KMI$T$OKE$VZ$PFE
$1.1B
203 positions
#22Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$USB$KMI
$171M
106 positions
#23CONTINENTAL ADVISORS LLCPassive
Notable overlap · 4 shared positions
$PFE$TFC$VTRS$KHC
$196M
50 positions
#24Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$NKE$USB$TXN
$170M
38 positions
#25Nan Shan Life Insurance Co., Ltd.Active
Notable overlap · 5 shared positions
$VZ$PFE$USB$NKE$TXN
$2.8B
87 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.