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 SILVIA MCCOLL WEALTH ,

13F Portfolio OverlapQ1 2026SILVIA MCCOLL WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

SILVIA MCCOLL WEALTH MANAGEMENT, LLC is an institutional investor managing $166M across 122 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 SILVIA MCCOLL WEALTH , are Pillar Financial Advisors,, Discipline Wealth Solutions,, Marotta Asset, with shared positions in $UNIT, $SNOW, $IAU, $GD, $VLO, $FSCO. The full ranking of 25 similar funds is below.

#1Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $IAU

$171M

106 positions

#2Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $IAU

$950M

192 positions

#3Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$UNIT $SNOW $GD

$543M

103 positions

#4Marmo Financial Group, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $IAU $GD

$202M

38 positions

#5Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $VLO

$313M

119 positions

#6Opal Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $FSCO $VZ

$442M

606 positions

#7Clear Retirement Advice LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $IAU

$127M

54 positions

#8Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$UNIT $GD $VZ

$160M

82 positions

#9Retirement Investment Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$UNIT $SNOW $OKE $EPD

$1.2B

67 positions

#10Veery Capital, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $BAC

$326M

96 positions

#11Weinberger Asset Management, IncActive

Notable overlap · 4 shared positions

$UNIT $IAU $BAC $EPD

$267M

92 positions

#12BancFirst Trust & Investment ManagementSmart money

Notable overlap · 5 shared positions

$UNIT $SNOW $OKE $BP $EPD

$226M

42 positions

#13Shakespeare Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $EPAM

$422M

98 positions

#14TME FINANCIAL, INC.Passive

Notable overlap · 3 shared positions

$UNIT $IAU $SNOW

$144M

65 positions

#15Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $IAU $SNOW

$289M

98 positions

#16Abacus Planning Group, Inc.Active

Notable overlap · 3 shared positions

$UNIT $SNOW $BAC

$743M

264 positions

#17Grey Fox Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $EPAM

$518M

140 positions

#18Mainsail Financial Group, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $VZ $EPD

$240M

62 positions

#19Arbor Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$UNIT $GD $SNOW $SRE

$143M

56 positions

#20Nabity-Jensen Investment Management IncActive

Some overlap · 3 shared positions

$UNIT $SNOW $GD

$144M

70 positions

#21Echo45 Advisors LLCActive

Some overlap · 3 shared positions

$APP $UNIT $SNOW

$178M

76 positions

#22STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$UNIT $GD $BAC

$547M

180 positions

#23Verus Financial Partners, Inc.Smart money

Some overlap · 3 shared positions

$UNIT $SNOW $IAU

$1.1B

121 positions

#24CLEAR INVESTMENT RESEARCH, LLCPassive

Some overlap · 4 shared positions

$APP $SNOW $IAU $BAC

$64M

241 positions

#25Prosperity Planning, Inc.Active

Some overlap · 3 shared positions

$UNIT $SNOW $EPAM

$395M

110 positions

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View SILVIA MCCOLL WEALTH ,’s holdings

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.