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

13F Portfolio OverlapQ2 2026Disciplined Investors, L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Disciplined Investors, L.L.C. is an institutional investor managing $200M across 145 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 Disciplined Investors, L.L.C. are Prana, Deane Retirement Strategies, Evergreen Private Wealth, with shared positions in $HBAN, $HCA, $CB, $FCNCA, $NOW, $IAU. The full ranking of 25 similar funds is below.

#1Prana Capital Management, LPActive
Notable overlap · 4 shared positions
$HBAN$HCA$CB$FCNCA
$3.3B
122 positions
#2Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$HCA$CB$NOW$IAU
$244M
53 positions
#3Evergreen Private Wealth LLCPassive
Some overlap · 3 shared positions
$HBAN$HCA$GLW
$270M
89 positions
#4Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$HCA$NOW$MSTR$GLW$NUE
$207M
82 positions
#5Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$HCA$MO$IAU$GLW
$1.2B
127 positions
#6TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CB$HCA$MO$RIO
$5.6B
182 positions
#7Evercore Wealth Management, LLCActive
Some overlap · 4 shared positions
$CB$NOW$IAU$VIK
$7.1B
433 positions
#8FCG Investment CoPassive
Some overlap · 3 shared positions
$HBAN$GLW$NUE
$304M
125 positions
#9EVEXIA WEALTH LLCPassive
Some overlap · 3 shared positions
$HCA$CB$MSTR
$369M
77 positions
#10Weil Company, Inc.Passive
Some overlap · 3 shared positions
$CB$IAU$NOW
$580M
134 positions
#11True Vision MN LLC
Some overlap · 3 shared positions
$HCA$IAU$MSTR
$194M
98 positions
#12Greenline Partners, LLCActive
Some overlap · 3 shared positions
$CB$IAU$RIO
$983M
149 positions
#13Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MO$CB$IAU
$371M
142 positions
#14BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$CB$MO$GLW
$504M
136 positions
#15Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$HBAN$NKE$MO
$161M
62 positions
#16VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$CB$HBAN$MSTR
$248M
158 positions
#17Farrell Financial LLCActive
Some overlap · 3 shared positions
$CB$IAU$GLW
$187M
81 positions
#18LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$CB$MO$GLW
$17.5B
169 positions
#19Curat Global, LLCPassive
Some overlap · 3 shared positions
$HBAN$NUE$CB
$117M
256 positions
#20WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$MO$IAU$NOW
$412M
206 positions
#21Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$NOW$IAU$VIK
$2.8B
151 positions
#22Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$CB$NKE$GLW
$796M
112 positions
#23Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$IAU$GLW
$955M
337 positions
#24Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$MO$IAU$GLW
$220M
150 positions
#25CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CB$NKE$GLW
$1.9B
79 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.