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 Discipline Wealth Solutions,

13F Portfolio OverlapQ1 2026Discipline Wealth Solutions, portfolio →

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Most similar hedge funds by 13F overlap

Discipline Wealth Solutions, LLC is an institutional investor managing $950M across 192 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 Discipline Wealth Solutions, are Efficient Advisors,, Grove Street Fiduciary,, Silver Coast Investments, with shared positions in $SNOW, $UNIT, $MKL, $BRZE, $SCHW, $NEE. The full ranking of 25 similar funds is below.

#1Efficient Advisors, LLCActive

Substantial overlap · 11 shared positions

$SNOW $UNIT $MKL $BRZE $SCHW $NEE

$1.4B

58 positions

#2Grove Street Fiduciary, LLCActive

Substantial overlap · 6 shared positions

$UNIT $SNOW $UPST $MKL $WT $HUM

$227M

74 positions

#3Silver Coast Investments LLCActive

Substantial overlap · 5 shared positions

$UNIT $SNOW $SCHW $BRZE $DOV

$313M

119 positions

#4Marotta Asset ManagementActive

Substantial overlap · 4 shared positions

$UNIT $SNOW $UPST $SCHW

$543M

103 positions

#5Clear Retirement Advice LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $IAU $COP

$127M

54 positions

#6Retirement Investment Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $UNIT $BRZE $COP

$1.2B

67 positions

#7IFC & Insurance Marketing, Inc.Active

Notable overlap · 5 shared positions

$SNOW $UPST $MKL $IAU $BRZE

$96M

72 positions

#8TrueWealth Financial PartnersActive

Notable overlap · 6 shared positions

$UNIT $UPST $MKL $SCHW $SNOW $DOV

$251M

66 positions

#9FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 8 shared positions

$SNOW $NEE $IAU $MKL $UNIT $SCHW

$754M

345 positions

#10Grey Fox Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$SNOW $UNIT $SCHW $COP $MKL $BRZE

$518M

140 positions

#11Frankly Finances, LLCActive

Notable overlap · 7 shared positions

$SNOW $MKL $SCHW $IAU $WT $BRZE

$110M

64 positions

#12Verus Financial Partners, Inc.Smart money

Notable overlap · 7 shared positions

$SNOW $UNIT $MKL $BRZE $IAU $UPST

$1.1B

121 positions

#13Marmo Financial Group, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $IAU $SLV

$202M

38 positions

#14Pillar Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$UNIT $SNOW $MKL $IAU $COP $BRZE

$171M

106 positions

#15Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$SNOW $UPST $MKL

$156M

30 positions

#16CHRISTINE MESSMER PCActive

Notable overlap · 6 shared positions

$SNOW $UNIT $BRZE $NEE $COP $HUM

$156M

80 positions

#17rebel Financial LLCPassive

Notable overlap · 4 shared positions

$SNOW $UNIT $WT $SLV

$231M

65 positions

#18Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $UPST $WT

$273M

141 positions

#19Valpey Financial Services, LLCPassive

Notable overlap · 5 shared positions

$SNOW $UNIT $MKL $BRZE $UPST

$154M

75 positions

#20E&R Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$UNIT $UPST $SCHW $COP

$100M

12 positions

#21Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 7 shared positions

$UNIT $SNOW $BRZE $UPST $MKL $HUM

$111M

63 positions

#22FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 8 shared positions

$UNIT $NEE $MKL $WT $SCHW $BRZE

$293M

105 positions

#23Tillman Hartley LLCActive

Notable overlap · 8 shared positions

$SNOW $UPST $SCHW $IAU $WT $COP

$398M

88 positions

#24Hegarty Advisors, LLCActive

Notable overlap · 6 shared positions

$UNIT $MKL $UPST $COP $HUM $DOV

$127M

57 positions

#25Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $MKL $WT

$172M

25 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.