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 Yoder Wealth ,

13F Portfolio OverlapQ1 2026Yoder Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Yoder Wealth Management, Inc. is an institutional investor managing $219M across 124 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 Yoder Wealth , are RATIONAL ADVISORS,, Marshall & Sterling Wealth Advisors, Point, with shared positions in $WT, $HUM, $USB, $MAR, $IAU, $UNIT. The full ranking of 25 similar funds is below.

#1RATIONAL ADVISORS, INC.Active

Notable overlap · 3 shared positions

$WT $HUM $USB

$980M

179 positions

#2Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $USB $HUM $MAR

$153M

344 positions

#3Trust Point Inc.Active

Notable overlap · 5 shared positions

$WT $HUM $IAU $MAR $UNIT

$1.2B

521 positions

#4WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$WT $USB $HUM $IAU $UNIT

$508M

107 positions

#5JBGlobal.com LLCActive

Notable overlap · 5 shared positions

$WT $USB $XYZ $UNIT $C

$102M

27 positions

#6SimpliFi, Inc.Smart money

Notable overlap · 3 shared positions

$WT $HUM $VZ

$238M

43 positions

#7HOWARD FINANCIAL SERVICES, LTD.Active

Notable overlap · 3 shared positions

$WT $HUM $PLTR

$888M

223 positions

#8Capital Advisors Wealth Management, LLCActive

Notable overlap · 6 shared positions

$HUM $USB $PLTR $MAR $IAU $UNIT

$745M

219 positions

#9Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $USB $VZ

$284M

125 positions

#10Envision Financial LLCActive

Notable overlap · 3 shared positions

$WT $USB $UNIT

$186M

46 positions

#11Farrell Financial LLCActive

Notable overlap · 5 shared positions

$USB $HUM $WT $IAU $MAR

$167M

76 positions

#12Systelligence, LLCPassive

Notable overlap · 5 shared positions

$WT $USB $XYZ $IAU $MAR

$514M

56 positions

#13Avant Capital LLCActive

Notable overlap · 4 shared positions

$WT $HUM $PLTR $UNIT

$142M

76 positions

#14BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$WT $USB $HUM

$129M

217 positions

#15American Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $USB $UNIT

$750M

159 positions

#16Strategic Financial Concepts, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $USB $IAU

$405M

298 positions

#17PETERSON WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$HUM $USB $O

$172M

166 positions

#18Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$HUM $USB $UNIT

$765M

145 positions

#19Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $USB $UNIT

$223M

41 positions

#20FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 4 shared positions

$USB $HUM $WT $MAR

$354M

66 positions

#21OPTIMA CAPITAL LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $PLTR $UNIT

$215M

159 positions

#22Pinnacle Financial Group, LLC / ILActive

Notable overlap · 6 shared positions

$WT $HUM $IAU $USB $UNIT $PLTR

$365M

111 positions

#23Good Harbor Advisors, Inc.Active

Notable overlap · 3 shared positions

$HUM $WT $VZ

$92M

82 positions

#24MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $USB $IAU

$1.3B

143 positions

#25Axis Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $HUM $USB $VZ $UNIT

$188M

174 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.