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 Grey Fox Wealth Advisors,

13F Portfolio OverlapQ1 2026Grey Fox Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Grey Fox Wealth Advisors, LLC is an institutional investor managing $637M across 179 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 Grey Fox Wealth Advisors, are Efficient Advisors,, Silver Coast Investments, Discipline Wealth Solutions,, with shared positions in $SNOW, $UNIT, $COP, $SCHW, $MKL, $BRZE. The full ranking of 25 similar funds is below.

#1Efficient Advisors, LLCActive

Substantial overlap · 6 shared positions

$SNOW $UNIT $COP $SCHW $MKL $BRZE

$1.4B

58 positions

#2Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $SCHW $DDOG $BRZE

$313M

119 positions

#3Discipline Wealth Solutions, LLCActive

Notable overlap · 7 shared positions

$SNOW $UNIT $SCHW $COP $MKL $BRZE

$950M

192 positions

#4Clear Retirement Advice LLCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $COP $GMM $MAR

$127M

54 positions

#5Rodgers & Associates, LTDActive

Notable overlap · 8 shared positions

$UNIT $COP $SCHW $GMM $SNOW $CTVA

$982M

101 positions

#6Retirement Investment Advisors, Inc.Smart money

Notable overlap · 7 shared positions

$SNOW $UNIT $DDOG $BRZE $COP $CTVA

$1.2B

67 positions

#7Mustard Seed Financial, LLCPassive

Notable overlap · 7 shared positions

$SNOW $COP $UNIT $SCHW $DDOG $BRZE

$167M

92 positions

#8Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $MKL $MAR $HUM

$227M

74 positions

#9MATHER GROUP, LLC.Active

Notable overlap · 5 shared positions

$SNOW $COP $UNIT $DDOG $MKL

$10.0B

1,896 positions

#10Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $SNOW $SCHW $MAR

$543M

103 positions

#11CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$SNOW $COP $UNIT $DDOG $BRZE $MAR

$156M

80 positions

#12Asset Management Group, Inc.Passive

Notable overlap · 8 shared positions

$UNIT $COP $SNOW $SCHW $DDOG $CTVA

$619M

138 positions

#13Pillar Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$UNIT $SNOW $COP $MKL $BRZE

$171M

106 positions

#14Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$SNOW $COP $SCHW $MAR

$1.8B

57 positions

#15E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UNIT $COP $SCHW

$100M

12 positions

#16Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$SNOW $UNIT $DDOG $MKL $BRZE

$1.1B

121 positions

#17Fonville Wealth Management LLCPassive

Notable overlap · 8 shared positions

$SNOW $SCHW $GMM $UNIT $BRZE $EPAM

$525M

138 positions

#18BARINGS LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $UNIT $MAR

$6.2B

179 positions

#19Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$SNOW $COP $SCHW $DDOG $HUM

$420M

120 positions

#20Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $COP $MKL $UNIT

$325M

57 positions

#21STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$UNIT $SNOW $CTVA $COP

$1.6B

26 positions

#22Milestone Investment Advisors LLCActive

Notable overlap · 6 shared positions

$SNOW $COP $BRZE $UNIT $HUM $CTVA

$414M

139 positions

#23Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $SCHW

$184M

157 positions

#24Clarity Capital Advisors, LLCActive

Notable overlap · 9 shared positions

$SNOW $SCHW $COP $UNIT $GMM $MKL

$215M

95 positions

#25NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $COP $GMM

$247M

71 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.