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Hedge Funds Similar to COMMON FUND FOR NONPROFIT ORGANIZATIONS

13F Portfolio OverlapQ1 2026COMMON FUND FOR NONPROFIT ORGANIZATIONS portfolio →
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Most similar hedge funds by 13F overlap

COMMON FUND FOR NONPROFIT ORGANIZATIONS is an institutional investor managing $1.0B across 26 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 COMMON FUND FOR NONPROFIT ORGANIZATIONS are MOLLER WEALTH PARTNERS, Trace Wealth Advisors,, Navalign,, with shared positions in $FLEX, $SCHW, $NOW, $MKL, $COP, $LEN. The full ranking of 25 similar funds is below.

#1MOLLER WEALTH PARTNERSActive
Substantial overlap · 3 shared positions
$FLEX$SCHW$NOW
$507M
67 positions
#2Trace Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$FLEX$SCHW$MKL
$133M
66 positions
#3Navalign, LLCPassive
Notable overlap · 3 shared positions
$FLEX$SCHW$COP
$396M
127 positions
#4CONNABLE OFFICE INCActive
Some overlap · 3 shared positions
$FLEX$COP$LEN
$1.0B
224 positions
#5Boltwood Capital ManagementPassive
Some overlap · 3 shared positions
$FLEX$SCHW$MKL
$392M
184 positions
#6Valmark Advisers, Inc.Active
Some overlap · 4 shared positions
$FLEX$COP$SCHW$MKL
$8.4B
677 positions
#7Pure Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$FLEX$COP$MKL
$7.0B
572 positions
#8PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 3 shared positions
$SCHW$FLEX$COP
$127.0B
320 positions
#9Efficient Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$COP$FLEX$MKL
$1.4B
58 positions
#10REDW Wealth LLCActive
Some overlap · 3 shared positions
$SCHW$FLEX$COP
$251M
99 positions
#11ENTREWEALTH, LLCPassive
Some overlap · 3 shared positions
$FLEX$COP$MKL
$223M
104 positions
#12American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$COP$LEN
$181M
76 positions
#13Kure Advisory, LLCActive
Some overlap · 3 shared positions
$SCHW$COP$LEN
$184M
56 positions
#14Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$SCHW$FLEX$COP$MKL
$950M
192 positions
#15GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 4 shared positions
$SCHW$COP$MKL$NOW
$576M
171 positions
#16Clarity Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$SCHW$COP$MKL
$215M
95 positions
#17OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$SCHW$COP$MKL
$1.9B
197 positions
#18Firestone Capital ManagementPassive
Slight overlap · 3 shared positions
$SCHW$COP$MKL
$480M
160 positions
#19Grey Fox Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$SCHW$COP$MKL
$518M
140 positions
#20Rockwood Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$SCHW$COP$MKL
$1.4B
118 positions
#21Kohmann Bosshard Financial Services, LLCActive
Slight overlap · 3 shared positions
$SCHW$COP$MKL
$1.2B
1,060 positions
#22CLUNE & ASSOCIATES, LTD.Passive
Slight overlap · 4 shared positions
$SCHW$COP$FLEX$MKL
$532M
162 positions
#23FC Advisory LLCActive
Slight overlap · 4 shared positions
$SCHW$COP$MKL$LEN
$342M
115 positions
#24Greenspring Advisors, LLCActive
Slight overlap · 3 shared positions
$FLEX$SCHW$COP
$1.6B
318 positions
#25SAGE FINANCIAL GROUP INCSmart money
Slight overlap · 4 shared positions
$SCHW$LEN$MKL$NOW
$1.5B
107 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.