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Hedge Funds Similar to Disciplina

13F Portfolio OverlapQ2 2026Disciplina portfolio →
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Most similar hedge funds by 13F overlap

Disciplina Capital Management LLC is an institutional investor managing $968M across 68 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Disciplina are PARTNERS INVESTMENT GROUP, LLP, Catalyst Investment, Merited Wealth, with shared positions in $DOV, $URI, $SCHW, $SPGI, $CRM, $AJG. The full ranking of 25 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Substantial overlap · 5 shared positions
$DOV$URI$SCHW$SPGI$CRM
$2.8B
186 positions
#2Catalyst Investment Management LLCActive
Notable overlap · 3 shared positions
$DOV$SCHW$AJG
$113M
74 positions
#3Merited Wealth, LLCActive
Notable overlap · 3 shared positions
$DOV$LEN$MRP
$144M
71 positions
#4Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$BLK$NOW
$580M
134 positions
#5Albar Capital Partners LLPActive
Notable overlap · 3 shared positions
$DOV$URI$ADI
$767M
38 positions
#6Lakewood Asset Management LLCPassive
Notable overlap · 4 shared positions
$DOV$ADI$MCK$SLB
$194M
110 positions
#7Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$ISRG$SYK
$406M
308 positions
#8Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$DOV$ADI$SCHW$MCK
$637M
125 positions
#9OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 5 shared positions
$DOV$BLK$WM$SPGI$CRM
$560M
145 positions
#10Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$DOV$SCHW$SYK$NVO$MCK
$170M
121 positions
#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$SYK$AJG
$2.1B
131 positions
#12CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$ADI$BLK$AJG
$5.2B
56 positions
#13MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DOV$ISRG$SYK
$1.3B
81 positions
#14Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$DOV$BLK$SCHW$WM
$1.1B
108 positions
#15HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$SCHW$WM
$410M
53 positions
#16BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$URI$CRM
$331M
376 positions
#17Murphy & Mullick Capital Management CorpPassive
Some overlap · 4 shared positions
$DOV$AXON$WM$ISRG
$161M
666 positions
#18McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$DOV$PWR$WM$MCK
$2.0B
323 positions
#19PARTHENON LLCActive
Slight overlap · 4 shared positions
$DOV$SCHW$SYK$CRM
$967M
129 positions
#20NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Slight overlap · 5 shared positions
$DOV$URI$BLK$AJG$BSX
$595M
264 positions
#21BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money
Slight overlap · 3 shared positions
$DOV$WM$MCK
$175M
36 positions
#22REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$DOV$ISRG$AJG$MCK
$769M
225 positions
#23GeoWealth Management, LLCPassive
Slight overlap · 3 shared positions
$DOV$SCHW$CRM
$3.2B
882 positions
#24Unify Financial AdvisorsPassive
Slight overlap · 4 shared positions
$DOV$SCHW$ISRG$CRM
$108M
90 positions
#25CHILTON CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$DOV$PWR$WM$SLB
$3.2B
592 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.