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 Weil Company

13F Portfolio OverlapQ3 2026Weil Company portfolio →

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Most similar hedge funds by 13F overlap

Weil Company, Inc. is an institutional investor managing $580M across 134 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Weil Company are Orcam Financial Group, DC Investments, Zhang Financial, with shared positions in $DOV, $IAU, $MDY, $INTU, $AXP, $MCD. The full ranking of 25 similar funds is below.

#1Orcam Financial GroupActive

Notable overlap · 3 shared positions

$DOV $IAU $MDY

$205M

105 positions

#2DC Investments Management, LLCActive

Notable overlap · 3 shared positions

$DOV $MDY $INTU

$293M

55 positions

#3Zhang Financial LLCActive

Notable overlap · 3 shared positions

$DOV $IAU $AXP

$3.4B

392 positions

#4TSG Advice Partners, LLC

Notable overlap · 3 shared positions

$DOV $MDY $MCD

$667M

135 positions

#5Vantage Point Financial LLCActive

Notable overlap · 4 shared positions

$DOV $CB $MCD $IAU

$328M

188 positions

#6Coyle Financial Counsel LLCActive

Notable overlap · 3 shared positions

$DOV $MDY $MCD

$548M

126 positions

#7Sageworth Trust CoActive

Notable overlap · 3 shared positions

$DOV $MDY $IAU

$2.5B

127 positions

#8Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$DOV $MCD $CSX

$313M

66 positions

#9PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 3 shared positions

$DOV $IAU $UTHR

$2.8B

186 positions

#10Intelligent Financial StrategiesSmart money

Notable overlap · 4 shared positions

$DOV $MDY $MCD $AXP

$206M

77 positions

#11American National Bank of TexasActive

Notable overlap · 3 shared positions

$DOV $MCD $MDY

$109M

52 positions

#12PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$DOV $MCD $AXP

$216M

110 positions

#13HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $MCD $AXP

$209M

83 positions

#14Breakwater Investment ManagementActive

Notable overlap · 4 shared positions

$DOV $MDY $SBUX $IAU

$302M

774 positions

#15Wealth Management NebraskaSmart money

Notable overlap · 3 shared positions

$DOV $CSX $AXP

$1.1B

109 positions

#16Highland Investment Advisors LLCActive

Notable overlap · 3 shared positions

$DOV $MCD $IAU

$229M

734 positions

#173EDGE Asset Management, LPActive

Notable overlap · 4 shared positions

$DOV $MDY $IAU $BTC

$2.2B

94 positions

#18New England Private Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$DOV $MDY $IAU $MUFG

$1.0B

205 positions

#19Disciplina Capital Management LLCSmart money

Notable overlap · 3 shared positions

$DOV $BLK $NOW

$968M

68 positions

#20Newton One Investments LLCActive

Notable overlap · 3 shared positions

$DOV $MCD $MDY

$392M

150 positions

#21Evelyn Partners Asset Management Ltd

Notable overlap · 5 shared positions

$DOV $IAU $INTU $CB $MCD

$406M

308 positions

#22AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$DOV $CSX $CB $MCD

$840M

251 positions

#23Fi3 FINANCIAL ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$DOV $MDY $AXP $BLK $INTU

$418M

232 positions

#24Seven Post Investment Office LPSmart money

Notable overlap · 3 shared positions

$DOV $PSA $VMRK

$328M

42 positions

#25Three Bridge Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $IAU $SBUX

$399M

87 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.