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Hedge Funds Similar to Discipline Wealth Solutions

13F Portfolio OverlapQ3 2026Discipline Wealth Solutions portfolio →
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Most similar hedge funds by 13F overlap

Discipline Wealth Solutions, LLC is an institutional investor managing $1.2B across 196 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Discipline Wealth Solutions are Towneley , / DE, MAINSTAY, New Harbor Financial Group, with shared positions in $IAU, $GLTR, $DOV, $PHYS, $SLV, $PSLV. The full ranking of 25 similar funds is below.

#1Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$IAU$GLTR$DOV$PHYS
$505M
45 positions
#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$GLTR$SLV
$1.4B
144 positions
#3New Harbor Financial Group, LLCActive
Notable overlap · 4 shared positions
$IAU$SLV$PHYS$PSLV
$669M
62 positions
#4Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$177M
50 positions
#5Independent Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$121M
79 positions
#6FIFTH THIRD SECURITIES, INC.Passive
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$2.0B
420 positions
#7Proficio Capital Partners LLCPassive
Notable overlap · 4 shared positions
$IAU$DOV$SLV$IBIT
$2.8B
691 positions
#8CPR Investments Inc.Active
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$134M
64 positions
#9Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$GLTR$IBIT
$378M
224 positions
#10NKCFO LLCPassive
Notable overlap · 3 shared positions
$IAU$SLV$IBIT
$330M
92 positions
#11Broussard Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$IBIT
$135M
38 positions
#12WEALTHSPAN PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$DE
$317M
129 positions
#13Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$SLV$LOW
$163M
113 positions
#14Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$SLV$DTB
$164M
74 positions
#15STEPHEN J. GARRY & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$MPC
$137M
55 positions
#16Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$309M
142 positions
#17Harbour Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$IAU$PHYS$MPC$O
$148M
89 positions
#18TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$DE$LOW
$142M
107 positions
#19Arkos Global AdvisorsActive
Some overlap · 4 shared positions
$IAU$PHYS$PSLV$SLV
$844M
124 positions
#20NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$283M
75 positions
#21Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$497M
120 positions
#22Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$830M
159 positions
#23PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$DOV$DE
$2.8B
186 positions
#24Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$SLV$UPS
$142M
408 positions
#25Cranbrook Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$DE$DTB
$534M
406 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.