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 Traveka Wealth,

13F Portfolio OverlapQ1 2026Traveka Wealth, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Traveka Wealth, LLC is an institutional investor managing $262M across 186 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 Traveka Wealth, are Financial Advisory, Mill Creek Advisors,, Shakespeare Wealth ,, with shared positions in $UNIT, $SE, $SCHW, $MKL, $DHR, $BRZE. The full ranking of 25 similar funds is below.

#1Financial Advisory CorpSmart money

Notable overlap · 4 shared positions

$UNIT $SE $SCHW $MKL

$720M

51 positions

#2Mill Creek Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$DHR $SE $UNIT $BRZE

$4.9B

260 positions

#3Shakespeare Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $SE $SNOW

$422M

98 positions

#4Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$UNIT $SCHW $BRZE $MKL $SNOW $SE

$1.4B

58 positions

#5TrueWealth Financial PartnersActive

Notable overlap · 7 shared positions

$UNIT $SCHW $MKL $SNOW $SE $ASML

$251M

66 positions

#6Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$UNIT $SCHW $BRZE $SNOW $ASML

$313M

119 positions

#7Partners in Financial PlanningActive

Notable overlap · 6 shared positions

$UNIT $SCHW $SE $MKL $BRZE $SNOW

$603M

122 positions

#8Grey Fox Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$UNIT $SCHW $SNOW $MKL $BRZE

$518M

140 positions

#9FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 6 shared positions

$UNIT $SCHW $SE $BRZE $MKL $SNOW

$293M

105 positions

#10Discipline Wealth Solutions, LLCActive

Notable overlap · 5 shared positions

$UNIT $SCHW $BRZE $MKL $SNOW

$950M

192 positions

#11Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$DHR $SE $KO $SCHW $MKL

$90M

65 positions

#12Rodgers & Associates, LTDActive

Notable overlap · 5 shared positions

$UNIT $SCHW $SNOW $BRZE $MKL

$982M

101 positions

#13E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UNIT $SCHW $KO

$100M

12 positions

#14Payne Capital Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $UNP

$331M

79 positions

#15FIDUCIARY ADVISORS, INC.Active

Notable overlap · 7 shared positions

$DHR $UNIT $SE $BRZE $MKL $KO

$133M

121 positions

#16Zeit Capital LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$149M

52 positions

#17Northwest Quadrant Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UNIT $SCHW $UNP

$481M

67 positions

#18Abacus Planning Group, Inc.Active

Notable overlap · 7 shared positions

$UNIT $SE $BRZE $KO $MKL $SNOW

$743M

264 positions

#19TME FINANCIAL, INC.Passive

Notable overlap · 4 shared positions

$UNIT $SE $MUFG $SNOW

$144M

65 positions

#20Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $SCHW $SNOW $KO

$543M

103 positions

#21PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$DHR $UNIT $SCHW $BRZE $MKL $SNOW

$1.4B

283 positions

#22SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$272M

554 positions

#23Creekside PartnersPassive

Notable overlap · 5 shared positions

$UNIT $SE $SCHW $BRZE $MKL

$243M

183 positions

#24Fund Evaluation Group, LLCSmart money

Notable overlap · 5 shared positions

$DHR $SE $SNOW $SCHW $MUFG

$3.3B

73 positions

#25D1 Capital Partners L.P.Active

Notable overlap · 3 shared positions

$DHR $SE $SCHW

$11.2B

44 positions

Compare Traveka Wealth,’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 Traveka 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.