13F Pro

Hedge Funds Similar to Disciplina

13F Portfolio OverlapQ1 2026Disciplina portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Disciplina Capital Management LLC is an institutional investor managing $944M across 68 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 Disciplina are M Wealth ,, Shore Point Advisors,, Vertex Planning Partners,, with shared positions in $WT, $OKE, $DOV, $SYK, $DHR, $ISRG. The full ranking of 25 similar funds is below.

#1M Wealth Management, LLCActive
Notable overlap · 3 shared positions
$WT$OKE$DOV
$119M
55 positions
#2Shore Point Advisors, LLCActive
Some overlap · 3 shared positions
$WT$OKE$SYK
$253M
76 positions
#3Vertex Planning Partners, LLCActive
Some overlap · 4 shared positions
$WT$OKE$DHR$ISRG
$515M
135 positions
#4Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$WT$DOV$DHR$SCHW$BSX
$90M
65 positions
#5Family Legacy Financial Solutions, LLCActive
Some overlap · 7 shared positions
$WT$DOV$DHR$ADI$PANW$WM
$124M
44 positions
#6Alpha Zero LLCActive
Some overlap · 4 shared positions
$WT$OKE$ISRG$WM
$198M
79 positions
#7Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$WT$DOV$SCHW
$89M
81 positions
#8SYM FINANCIAL CorpActive
Some overlap · 3 shared positions
$WT$DOV$TRGP
$1.0B
415 positions
#9SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$WT$OKE$DHR$SCHW
$125M
39 positions
#10Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$WT$DOV$SCHW$NOW
$340M
102 positions
#11Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$WT$OKE$ADI
$1.2B
262 positions
#12626 Financial, LLCActive
Some overlap · 3 shared positions
$WT$OKE$SYK
$224M
121 positions
#13Etesian Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$WT$DOV$SCHW
$313M
138 positions
#14Transcendent Capital Group LLCPassive
Some overlap · 5 shared positions
$WT$OKE$SCHW$UPST$AMAT
$219M
112 positions
#15Gaddis Premier Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$WT$OKE$ADBE
$136M
85 positions
#16Evanson Asset Management, LLCActive
Some overlap · 4 shared positions
$WT$DOV$OKE$SCHW
$1.9B
321 positions
#17Trinity Wealth Management, LLCActive
Some overlap · 3 shared positions
$WT$DHR$UPST
$272M
72 positions
#18Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$WT$DHR$PWR
$373M
96 positions
#19Lunt Capital Management, Inc.Active
Some overlap · 4 shared positions
$WT$DHR$PANW$RCL
$260M
97 positions
#20Summit Trail Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$DOV$SCHW
$7.0B
1,441 positions
#21Bravias Capital Group, LLCActive
Some overlap · 4 shared positions
$WT$DHR$AMAT$WM
$153M
96 positions
#22Evernest Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$DHR$SYK
$481M
180 positions
#23TigerOak Management, L.L.C.Active
Some overlap · 3 shared positions
$WT$DHR$URI
$317M
126 positions
#24TopTier Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WT$DHR$RCL$SYK$LEN
$163M
795 positions
#25MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 3 shared positions
$WT$OKE$WM
$1.3B
143 positions

Compare Disciplina’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Disciplina’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.