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 Schoolcraft

13F Portfolio OverlapQ1 2026Schoolcraft portfolio →

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Most similar hedge funds by 13F overlap

Schoolcraft Capital LLC is an institutional investor managing $516M across 65 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 Schoolcraft are Frankly Finances,, ELEVATE WEALTH ADVISORY,, Tillman Hartley, with shared positions in $NKE, $SCHW, $WT, $SE, $MAR, $UNP. The full ranking of 25 similar funds is below.

#1Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$NKE $SCHW $WT

$110M

64 positions

#2ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 4 shared positions

$NKE $SCHW $SE $MAR

$158M

125 positions

#3Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$NKE $SCHW $WT

$398M

88 positions

#4Plancorp, LLCActive

Notable overlap · 3 shared positions

$NKE $SE $SCHW

$3.5B

378 positions

#5Falcon Wealth PlanningActive

Notable overlap · 4 shared positions

$NKE $SCHW $WT $SE

$1.5B

236 positions

#6Disciplined Investments, LLCPassive

Notable overlap · 3 shared positions

$NKE $SCHW $SE

$279M

141 positions

#7ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$NKE $WT $MAR

$112M

69 positions

#8Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$NKE $SCHW $WT

$106M

103 positions

#9ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$NKE $WT $SCHW

$753M

159 positions

#10Squire Investment Management Company, LLCActive

Notable overlap · 3 shared positions

$NKE $SE $MAR

$360M

76 positions

#11Index Fund Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$NKE $SCHW $SE $MAR

$2.2B

127 positions

#12FMB WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$NKE $SCHW $MAR

$242M

73 positions

#13PINNEY & SCOFIELD, INC.Active

Notable overlap · 4 shared positions

$NKE $SCHW $SE $UNP

$185M

243 positions

#14Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$NKE $SCHW $AFL

$228M

72 positions

#15Evanson Asset Management, LLCActive

Notable overlap · 3 shared positions

$NKE $WT $SCHW

$1.9B

321 positions

#16Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NKE $WT $SCHW

$1.5B

686 positions

#17KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $UNP $MAR

$522M

97 positions

#18Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$NKE $SE $SCHW $MAR

$525M

138 positions

#19Heritage Wealth Management, Inc./TexasSmart money

Notable overlap · 3 shared positions

$SCHW $NKE $WT

$234M

41 positions

#20Lauterbach Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$NKE $SYK $MAR

$205M

79 positions

#21Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$NKE $WT $SCHW

$233M

676 positions

#22Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$NKE $SE $SCHW $WT

$337M

117 positions

#23TOBIAS FINANCIAL ADVISORS, INC.Active

Notable overlap · 4 shared positions

$NKE $SCHW $WT $SE

$718M

143 positions

#24McLean Asset Management CorpActive

Notable overlap · 3 shared positions

$NKE $WT $SE

$572M

165 positions

#25LAM GROUP, INC.Passive

Notable overlap · 4 shared positions

$NKE $SE $SCHW $MAR

$182M

136 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.