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Hedge Funds Similar to Disciplina

13F Portfolio OverlapQ2 2026Disciplina portfolio →
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Most similar hedge funds by 13F overlap

Disciplina Capital Management LLC is an institutional investor managing $968M across 68 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Disciplina are PARTNERS INVESTMENT GROUP, LLP, Catalyst Investment, Merited Wealth, with shared positions in $DOV, $URI, $SCHW, $SPGI, $CRM, $AJG. The full ranking of 25 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Substantial overlap · 5 shared positions
$DOV$URI$SCHW$SPGI$CRM
$2.8B
186 positions
#2Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$DOV$SCHW$AJG
$110M
73 positions
#3Merited Wealth, LLCActive
Notable overlap · 3 shared positions
$DOV$LEN$MRP
$141M
73 positions
#4Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$BLK$NOW
$568M
133 positions
#5Albar Capital Partners LLPActive
Notable overlap · 3 shared positions
$DOV$URI$ADI
$767M
38 positions
#6Lakewood Asset Management LLCPassive
Notable overlap · 4 shared positions
$DOV$ADI$MCK$SLB
$182M
107 positions
#7Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$ISRG$SYK
$406M
308 positions
#8Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$DOV$ADI$SCHW$MCK
$637M
125 positions
#9OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 5 shared positions
$DOV$BLK$WM$SPGI$CRM
$560M
145 positions
#10Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$DOV$SCHW$SYK$NVO$MCK
$170M
121 positions
#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$SYK$AJG
$2.1B
131 positions
#12CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$ADI$BLK$AJG
$5.2B
56 positions
#13MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DOV$ISRG$SYK
$1.3B
81 positions
#14Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$DOV$BLK$SCHW$WM
$1.1B
102 positions
#15HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$SCHW$WM
$410M
53 positions
#16BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$URI$CRM
$320M
266 positions
#17Murphy & Mullick Capital Management CorpPassive
Some overlap · 4 shared positions
$DOV$AXON$WM$ISRG
$161M
666 positions
#18McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$DOV$PWR$WM$MCK
$1.9B
322 positions
#19PARTHENON LLCActive
Slight overlap · 4 shared positions
$DOV$SCHW$SYK$CRM
$962M
133 positions
#20NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Slight overlap · 5 shared positions
$DOV$URI$BLK$AJG$BSX
$606M
79 positions
#21BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money
Slight overlap · 3 shared positions
$DOV$WM$MCK
$171M
38 positions
#22REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$DOV$ISRG$AJG$MCK
$760M
229 positions
#23GeoWealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$SCHW$CRM
$3.2B
882 positions
#24Unify Financial AdvisorsPassive
Slight overlap · 4 shared positions
$DOV$SCHW$ISRG$CRM
$108M
90 positions
#25CHILTON CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$DOV$PWR$WM$SLB
$3.2B
592 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.