13F Pro

Hedge Funds Similar to Disciplined Investors, L.L.C.

13F Portfolio OverlapQ1 2026Disciplined Investors, L.L.C. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Disciplined Investors, L.L.C. is an institutional investor managing $168M 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 Disciplined Investors, L.L.C. are FIDUCIARY ADVISORS,, Breakwater Investment, Verus Financial Partners,, with shared positions in $BRZE, $MKL, $KKR, $IAU, $NKE, $MO. The full ranking of 25 similar funds is below.

#1FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$BRZE$MKL$KKR$IAU
$133M
121 positions
#2Breakwater Investment ManagementPassive
Notable overlap · 3 shared positions
$BRZE$MKL$KKR
$269M
506 positions
#3Verus Financial Partners, Inc.Smart money
Notable overlap · 6 shared positions
$BRZE$MKL$NKE$MO$IAU$HCA
$1.1B
121 positions
#4Cherry Tree Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MKL$KKR$BRZE$NKE
$473M
582 positions
#5Charis Legacy Partners, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$MKL$KKR
$68M
27 positions
#6Charter Oak Capital Management, LLCActive
Some overlap · 4 shared positions
$BRZE$MKL$KKR$NOW
$1.3B
208 positions
#7Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$BRZE$MKL$IAU
$578M
118 positions
#8Luminvest Wealth Management LLCSmart money
Some overlap · 3 shared positions
$BRZE$MKL$KKR
$382M
55 positions
#9INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$MKL$BRZE$HSY$NKE
$98M
31 positions
#10Davidson Kahn Capital Management, LLCActive
Some overlap · 3 shared positions
$BRZE$MKL$KKR
$188M
62 positions
#11Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$BRZE$KKR$NKE$MKL
$111M
63 positions
#12New Covenant Trust Company, N.A.Active
Some overlap · 3 shared positions
$BRZE$KKR$MKL
$112M
96 positions
#13White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$BRZE$KKR$IAU$NOW$MKL
$721M
145 positions
#14Greenline Partners, LLCActive
Some overlap · 5 shared positions
$BRZE$CB$RIO$MKL$IAU
$930M
144 positions
#15Berkeley Capital Partners, LLCActive
Some overlap · 4 shared positions
$MKL$KKR$ALPS$CB
$431M
184 positions
#16Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$MKL$KKR$BRZE$IAU
$365M
111 positions
#17Vanguard National Trust CoActive
Some overlap · 3 shared positions
$BRZE$MKL$KKR
$1.6B
751 positions
#18Upper Left Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$BRZE$IAU
$169M
68 positions
#19Clarity Capital Advisors, LLCActive
Some overlap · 4 shared positions
$BRZE$KKR$NKE$MKL
$215M
95 positions
#20VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active
Some overlap · 3 shared positions
$MKL$KKR$CB
$11.4B
240 positions
#21Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$BRZE$MKL$IAU
$141M
62 positions
#22Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MKL$KKR$CB
$123M
111 positions
#23CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 5 shared positions
$BRZE$MKL$NKE$KKR$IAU
$532M
162 positions
#24Financially in Tune, LLCActive
Some overlap · 4 shared positions
$MKL$KKR$NKE$NOW
$116M
77 positions
#25Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MKL$KKR$MO
$252M
96 positions

Compare Disciplined Investors, L.L.C.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Disciplined Investors, L.L.C.’s holdings

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.