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 JIM SAULNIER & ASSOCIATES,

13F Portfolio OverlapQ1 2026JIM SAULNIER & ASSOCIATES, portfolio →

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Most similar hedge funds by 13F overlap

JIM SAULNIER & ASSOCIATES, LLC is an institutional investor managing $205M across 139 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 JIM SAULNIER & ASSOCIATES, are Uptown Financial Advisors, BRIGHTON SECURITIES, Fonville Wealth, with shared positions in $GMM, $SNOW, $SCHW, $ET, $MAR, $HUM. The full ranking of 25 similar funds is below.

#1Uptown Financial Advisors LLCActive

Notable overlap · 6 shared positions

$GMM $SNOW $SCHW $ET $MAR $HUM

$126M

76 positions

#2BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 4 shared positions

$SNOW $GMM $SNPS $HUM

$208M

47 positions

#3Fonville Wealth Management LLCPassive

Notable overlap · 7 shared positions

$SNOW $GMM $SCHW $BRZE $AMN $HUM

$525M

138 positions

#4Grey Fox Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $GMM $SCHW $BRZE $MAR $HUM

$518M

140 positions

#5Marotta Asset ManagementActive

Notable overlap · 5 shared positions

$SNOW $SNPS $SCHW $MAR $NVO

$543M

103 positions

#6Verde Capital ManagementActive

Notable overlap · 5 shared positions

$SNOW $SLV $SNPS $SCHW $HEI

$468M

69 positions

#7Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $SNPS $SCHW $HUM

$420M

120 positions

#8Discipline Wealth Solutions, LLCActive

Notable overlap · 5 shared positions

$SNOW $SCHW $BRZE $SLV $HUM

$950M

192 positions

#9Sagace Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $SNPS $BRZE

$149M

70 positions

#10FC Advisory LLCActive

Notable overlap · 7 shared positions

$SNOW $SCHW $DHR $HUM $BRZE $SNPS

$342M

115 positions

#11Chaney Capital Management, Inc.Smart money

Notable overlap · 5 shared positions

$GMM $SLV $SCHW $MAR $HUM

$284M

41 positions

#12Clarity Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $SCHW $BRZE $HUM $GMM $MAR

$215M

95 positions

#13BlueStem Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$GMM $SNPS $AMN $HUM

$900M

124 positions

#14Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $SLV $HUM

$493M

58 positions

#15Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $BRZE

$1.4B

58 positions

#16Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$SNOW $SCHW $MAR $AMN

$335M

104 positions

#17City State BankPassive

Notable overlap · 4 shared positions

$SNOW $SNPS $MAR $HUM

$385M

784 positions

#18LPWM LLCActive

Notable overlap · 5 shared positions

$GMM $SCHW $MAR $BRZE $DHR

$396M

94 positions

#19Frankly Finances, LLCActive

Notable overlap · 6 shared positions

$SNOW $SCHW $AMN $ET $BRZE $DIS

$110M

64 positions

#20CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $BRZE $MAR $HUM $BMY

$156M

80 positions

#21Equity Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$SNOW $SLV $AMN $HUM

$155M

76 positions

#22Prairiewood Capital, LLCActive

Notable overlap · 4 shared positions

$SNOW $SCHW $MAR $BRZE

$346M

77 positions

#23Andrews Advisory Associates, LLCActive

Notable overlap · 5 shared positions

$SNOW $SCHW $DIS $AMN $HUM

$190M

82 positions

#24Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$SNOW $SCHW $AMN $BRZE

$398M

88 positions

#25Graetz Wealth LLCPassive

Notable overlap · 4 shared positions

$SNOW $SCHW $HUM $GMM

$112M

80 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.