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 rebel Financial

13F Portfolio OverlapQ1 2026rebel Financial portfolio →

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Most similar hedge funds by 13F overlap

rebel Financial LLC is an institutional investor managing $231M across 65 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 rebel Financial are Discipline Wealth Solutions,, Cornerstone Planning Group, Wealth Advisory Team, with shared positions in $SNOW, $UNIT, $WT, $SLV, $SE, $MUFG. The full ranking of 25 similar funds is below.

#1Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $WT $SLV

$950M

192 positions

#2Cornerstone Planning Group LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $SE $SLV

$749M

1,818 positions

#3Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$SNOW $MUFG $NOW

$113M

39 positions

#4Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$SNOW $AMN $WT $UNIT

$335M

104 positions

#5Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $WT $USB

$172M

25 positions

#6Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 5 shared positions

$SNOW $AMN $UNIT $WT $SE

$931M

518 positions

#7BetterWealth, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $AMN $USB

$510M

85 positions

#8MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $USB

$508M

88 positions

#9Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $WT $USB

$222M

56 positions

#10Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $WT $SE

$1.4B

58 positions

#11Pearl Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $UNIT

$187M

52 positions

#12Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $WT

$110M

64 positions

#13Heritage Financial Services, LLC

Notable overlap · 3 shared positions

$SNOW $AMN $WT

$1.2B

126 positions

#14Family Investment Center, Inc.Active

Notable overlap · 4 shared positions

$SNOW $AMN $UNIT $WT

$520M

91 positions

#15Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $UNIT

$227M

74 positions

#16Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $AMN $SE $UNIT

$525M

138 positions

#17FLC Capital AdvisorsPassive

Notable overlap · 5 shared positions

$SNOW $AMH $USB $VLTO $UPS

$560M

221 positions

#18CHRISTINE MESSMER PCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $UPS

$156M

80 positions

#19VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $WT $UPS

$193M

58 positions

#20Windward Private Wealth Management Inc.Smart money

Notable overlap · 5 shared positions

$SNOW $UNIT $VLTO $WT $SE

$289M

44 positions

#21Austin Asset Management Co IncSmart money

Notable overlap · 3 shared positions

$SNOW $AMN $UPS

$608M

85 positions

#22Equity Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $SLV

$155M

76 positions

#23ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $UPS

$353M

75 positions

#24BWM Planning, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $UNIT

$379M

87 positions

#25RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 3 shared positions

$SNOW $WT $SLV

$265M

62 positions

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View rebel Financial’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.