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 Yoder Wealth

13F Portfolio OverlapQ2 2026Yoder Wealth portfolio →

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Most similar hedge funds by 13F overlap

Yoder Wealth Management, Inc. is an institutional investor managing $256M across 129 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 Yoder Wealth are Gross & Hartman Investments, Nikko Asset Americas, Verde, with shared positions in $ABNB, $PLTR, $PSA, $PLD, $EQIX, $AMT. The full ranking of 25 similar funds is below.

#1Gross & Hartman Investments LLCActive

Some overlap · 6 shared positions

$ABNB $PLTR $PSA $PLD $EQIX $AMT

$226M

80 positions

#2Nikko Asset Management Americas, Inc.Passive

Some overlap · 3 shared positions

$XYZ $PLTR $TER

$7.7B

276 positions

#3Verde Capital ManagementActive

Some overlap · 5 shared positions

$ABNB $PLTR $PLD $EQIX $AMT

$541M

80 positions

#4COGENT STRATEGIC WEALTH LLCActive

Some overlap · 3 shared positions

$ABNB $PLTR $TER

$105M

58 positions

#5ARK Investment Management LLCActive

Some overlap · 3 shared positions

$XYZ $PLTR $TER

$15.4B

191 positions

#6Kazazian Asset Management, LLCActive

Slight overlap · 3 shared positions

$ABNB $XYZ $C

$111M

51 positions

#7OSSIAMPassive

Slight overlap · 4 shared positions

$PLTR $ABNB $C $TER

$7.5B

680 positions

#8Mandatum Life Insurance Co LtdSmart money

Slight overlap · 3 shared positions

$ABNB $PLTR $C

$540M

90 positions

#9Capital Markets Trading UK LLPActive

Slight overlap · 3 shared positions

$ABNB $PLTR $XYZ

$10.4B

351 positions

#10ADAPT Investment Managers SAActive

Slight overlap · 4 shared positions

$PLTR $ABNB $C $VZ

$12.6B

133 positions

#11DoubleLine ETF Adviser LPPassive

Slight overlap · 6 shared positions

$O $PSA $PLD $EQIX $VZ $AMT

$242M

170 positions

#12Westwind CapitalPassive

Slight overlap · 4 shared positions

$PLTR $TER $ABNB $PLD

$422M

77 positions

#13American Investment Services, Inc.Active

Slight overlap · 6 shared positions

$PLD $PSA $O $EQIX $VZ $AMT

$473M

133 positions

#14Black Swift Group, LLCActive

Slight overlap · 5 shared positions

$TER $C $O $PLD $VZ

$692M

143 positions

#15Daiwa Securities Group Inc.Active

Slight overlap · 4 shared positions

$PLTR $PSA $PLD $EQIX

$51.1B

1,194 positions

#16CENTERSQUARE INVESTMENT MANAGEMENT LLCActive

Slight overlap · 5 shared positions

$O $PSA $PLD $EQIX $AMT

$11.7B

80 positions

#17HEITMAN REAL ESTATE SECURITIES LLCActive

Slight overlap · 5 shared positions

$O $PSA $PLD $EQIX $AMT

$1.6B

57 positions

#18LDR Capital Management LLCActive

Slight overlap · 5 shared positions

$O $PSA $PLD $EQIX $AMT

$87M

45 positions

#19COHEN & STEERS, INC.Active

Slight overlap · 5 shared positions

$O $PSA $PLD $EQIX $AMT

$63.2B

442 positions

#20Uniplan Investment Counsel, Inc.Passive

Slight overlap · 5 shared positions

$O $PSA $PLD $EQIX $AMT

$1.1B

175 positions

#21Green Street Investors, LLCActive

Slight overlap · 5 shared positions

$O $PSA $PLD $EQIX $AMT

$212M

29 positions

#22Adelante Capital Management LLCActive

Slight overlap · 5 shared positions

$O $PSA $PLD $EQIX $AMT

$1.5B

42 positions

#23Vanderbilt UniversityActive

Slight overlap · 5 shared positions

$O $PSA $PLD $EQIX $AMT

$728M

74 positions

#24Western Pacific Wealth Management, LPActive

Slight overlap · 3 shared positions

$PLTR $ABNB $C

$111M

181 positions

#25Sunstone Asset Management, L.P.Passive

Slight overlap · 4 shared positions

$ABNB $TER $EQIX $AMT

$92M

57 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.