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 Unconventional Investor,

13F Portfolio OverlapQ1 2026Unconventional Investor, portfolio →

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Most similar hedge funds by 13F overlap

Unconventional Investor, LLC is an institutional investor managing $211M across 46 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 Unconventional Investor, are TrueWealth Financial Partners, GUARDSMAN PRIVATE ,, Vernal Point Advisors,, with shared positions in $UPST, $SCHW, $MKL, $UNIT, $DOV, $BRZE. The full ranking of 25 similar funds is below.

#1TrueWealth Financial PartnersActive

Notable overlap · 5 shared positions

$UPST $SCHW $MKL $UNIT $DOV

$251M

66 positions

#2GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 6 shared positions

$UPST $BRZE $MKL $UNIT $LEN $MAR

$128M

42 positions

#3Vernal Point Advisors, LLCSmart money

Notable overlap · 4 shared positions

$UPST $BRZE $SCHW $DOV

$246M

21 positions

#4PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 4 shared positions

$UPST $SCHW $UNIT $DOV

$567M

75 positions

#5Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $LEN

$184M

56 positions

#6GOULD ASSET MANAGEMENT LLC /CA/Active

Notable overlap · 4 shared positions

$UPST $SCHW $KKR $MKL

$576M

171 positions

#7Falcon Wealth PlanningActive

Notable overlap · 4 shared positions

$UPST $SCHW $UNIT $MKL

$1.5B

236 positions

#8ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $UNIT

$370M

119 positions

#9E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UPST $SCHW $UNIT

$100M

12 positions

#10MAYPORT, LLCActive

Notable overlap · 7 shared positions

$UPST $BRZE $MKL $UNIT $DOV $KKR

$538M

130 positions

#11David Kennon IncSmart money

Notable overlap · 3 shared positions

$UPST $SCHW $BRZE

$279M

41 positions

#12Beacon Financial Strategies CORPActive

Notable overlap · 4 shared positions

$UPST $BRZE $DOV $MKL

$176M

177 positions

#13Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$UPST $BRZE $UNIT

$607M

110 positions

#14Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$UPST $SCHW $MAR

$1.8B

57 positions

#15Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$UPST $SCHW $MKL

$333M

198 positions

#16Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$UPST $BRZE $SCHW $MKL $UNIT $DOV

$950M

192 positions

#17WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $BRZE

$350M

95 positions

#18Warwick Investment Management, Inc.Active

Notable overlap · 4 shared positions

$UPST $BRZE $SCHW $MAR

$690M

137 positions

#19Calder Financial LLCActive

Notable overlap · 4 shared positions

$UPST $BRZE $KKR $MAR

$101M

40 positions

#20Chemistry Wealth Management LLCPassive

Notable overlap · 4 shared positions

$UPST $MKL $SCHW $UNIT

$569M

204 positions

#21Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$UPST $SCHW $UNIT $LEN

$279M

141 positions

#22Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$SCHW $BRZE $MKL $UPST $UNIT $DOV

$1.4B

58 positions

#23Clarity Capital Advisors, LLCActive

Notable overlap · 7 shared positions

$BRZE $SCHW $UPST $MKL $UNIT $KKR

$215M

95 positions

#24Cornerstone Financial Group, LLC /NE/Active

Some overlap · 6 shared positions

$UPST $BRZE $MKL $DOV $KKR $MAR

$156M

73 positions

#25Oak Harvest Investment ServicesPassive

Some overlap · 4 shared positions

$UPST $SCHW $KKR $MAR

$958M

176 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.