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 Yardley Wealth

13F Portfolio OverlapQ1 2026Yardley Wealth portfolio →

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Most similar hedge funds by 13F overlap

Yardley Wealth Management LLC is an institutional investor managing $220M across 37 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 Yardley Wealth are Hill Investment Group Partners,, CURIO WEALTH,, Vawter Financial, Ltd., with shared positions in $NSC, $AMN, $LMT, $CTVA, $EPAM. The full ranking of 20 similar funds is below.

#1Hill Investment Group Partners, LLCSmart money

Highly similar · 3 shared positions

$NSC $AMN $LMT

$906M

50 positions

#2CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$AMN $LMT $NSC

$293M

1,255 positions

#3Vawter Financial, Ltd.Passive

Notable overlap · 3 shared positions

$AMN $CTVA $EPAM

$238M

122 positions

#4Strategic Equity ManagementPassive

Notable overlap · 3 shared positions

$EPAM $CTVA $LMT

$266M

70 positions

#5Signature Resources Capital Management, LLCActive

Notable overlap · 3 shared positions

$EPAM $LMT $AMN

$211M

664 positions

#6Prosperity Planning, Inc.Active

Some overlap · 3 shared positions

$AMN $CTVA $EPAM

$395M

110 positions

#7Widmann Financial Services, Inc.Passive

Some overlap · 3 shared positions

$AMN $LMT $CTVA

$168M

121 positions

#8Midwest Professional Planners, LTD.Passive

Some overlap · 4 shared positions

$LMT $EPAM $CTVA $NSC

$425M

137 positions

#9OXFORD FINANCIAL GROUP, LTD. LLCActive

Some overlap · 3 shared positions

$AMN $CTVA $EPAM

$1.9B

302 positions

#10Foundation Wealth Management, LLC\PAActive

Some overlap · 3 shared positions

$CTVA $EPAM $AMN

$284M

91 positions

#11Wealth Architects, LLCPassive

Some overlap · 3 shared positions

$AMN $CTVA $EPAM

$1.1B

244 positions

#12Rialto Wealth Management, LLCPassive

Some overlap · 3 shared positions

$AMN $EPAM $CTVA

$445M

1,730 positions

#13MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 3 shared positions

$CTVA $NSC $LMT

$240M

234 positions

#14Altiora Financial Group, LLCActive

Some overlap · 3 shared positions

$NSC $CTVA $EPAM

$607M

110 positions

#15Brady Martz Wealth Solutions, LLCPassive

Slight overlap · 3 shared positions

$AMN $CTVA $LMT

$587M

195 positions

#16CAHILL FINANCIAL ADVISORS INCPassive

Slight overlap · 3 shared positions

$AMN $EPAM $LMT

$924M

286 positions

#17Cambridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$AMN $EPAM $CTVA

$295M

168 positions

#18Lutz Financial Services LLCActive

Slight overlap · 3 shared positions

$AMN $EPAM $CTVA

$1.5B

100 positions

#19TIAA TRUST, NATIONAL ASSOCIATIONPassive

Slight overlap · 3 shared positions

$CTVA $AMN $EPAM

$1.6B

390 positions

#20XY Planning Network, Inc.Passive

Slight overlap · 3 shared positions

$AMN $EPAM $NSC

$626M

273 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.