What hedge funds are most similar to D L CARLSON INVESTMENT GROUP INC?

The funds with the most similar 13F portfolios to D L CARLSON INVESTMENT GROUP INC are CADINHA &, BECK ,, Group Private Client Services,, based on overlapping conviction holdings in the latest SEC filings.

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 D L CARLSON INVESTMENT GROUP

13F Portfolio OverlapQ1 2026D L CARLSON INVESTMENT GROUP portfolio →

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Most similar hedge funds by 13F overlap

D L CARLSON INVESTMENT GROUP INC is an institutional investor managing $582M across 135 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 D L CARLSON INVESTMENT GROUP are CADINHA &, BECK ,, Group Private Client Services,, with shared positions in $IAU, $GEV, $GE, $ISRG, $BA, $AMGN. The full ranking of 25 similar funds is below.

#1CADINHA & CO LLCActive

Some overlap · 6 shared positions

$IAU $GEV $GE $ISRG $BA $AMGN

$537M

103 positions

#2BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$GEV $IAU $GE $WELL $MCK

$437M

115 positions

#3Capital Group Private Client Services, Inc.Active

Some overlap · 5 shared positions

$GEV $IAU $GE $WELL $AMGN

$5.9B

240 positions

#4Financial Sense Advisors, Inc.Passive

Some overlap · 5 shared positions

$GEV $IAU $HPE $BA $AMGN

$493M

142 positions

#5Settian Capital LPActive

Some overlap · 5 shared positions

$GEV $PWR $GE $CLH $MCK

$143M

26 positions

#6Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$GEV $PWR $GE $ISRG $MCK

$25.6B

60 positions

#7Terra Nova Asset Management LLCPassive

Some overlap · 5 shared positions

$GEV $IAU $GE $MCK $SYK

$135M

83 positions

#8BOWEN HANES & CO INCActive

Some overlap · 5 shared positions

$GEV $WELL $TXN $ISRG $BA

$4.1B

151 positions

#9Summit Place Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$GEV $IAU $GE $WELL

$208M

106 positions

#10BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$GEV $PWR $GE $__PARK_1390777 $AMGN

$360M

106 positions

#11PETRA FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$IAU $GE $GEV $KTOS $MCK

$162M

117 positions

#12Longbow Finance SAPassive

Some overlap · 5 shared positions

$PWR $GE $WELL $GEV $MCK

$552M

55 positions

#13VUB Generali dochodkova spravcovska spolocnost, a.s.Passive

Some overlap · 4 shared positions

$IAU $GEV $GE $WELL

$127M

91 positions

#14WD RUTHERFORD LLCPassive

Some overlap · 5 shared positions

$GEV $GE $ISRG $MCK $SYK

$225M

71 positions

#15guardian investment managementActive

Some overlap · 5 shared positions

$GEV $GE $BA $AMGN $TXN

$127M

60 positions

#16Vivid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$GEV $PWR $GE $__PARK_1390777 $AMGN

$247M

66 positions

#17Fairfield Financial Advisors, LTDActive

Some overlap · 6 shared positions

$GE $WELL $ISRG $MCK $AMGN $GEV

$290M

72 positions

#18Bouvel Investment Partners, LLCPassive

Some overlap · 5 shared positions

$PWR $GE $ISRG $BA $KTOS

$345M

78 positions

#19Yoffe Investment Management, LLCPassive

Some overlap · 5 shared positions

$GEV $GE $BA $__PARK_1390777 $AMGN

$78M

111 positions

#20Granite Investment Partners, LLCPassive

Some overlap · 5 shared positions

$GEV $GE $BA $DOCN $SYK

$1.6B

263 positions

#21Rachor Investment Advisory Services, LLCActive

Some overlap · 5 shared positions

$IAU $GE $GEV $BA $SYK

$190M

464 positions

#22ANDERSON HOAGLAND & COPassive

Some overlap · 4 shared positions

$IAU $GEV $GE $PWR

$1.2B

136 positions

#23Munro PartnersActive

Some overlap · 4 shared positions

$GEV $PWR $GE $MCK

$3.0B

59 positions

#24Teamwork Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$GEV $PWR $GE $__PARK_1390777

$946M

216 positions

#25Harold Davidson & Associates Inc.Active

Some overlap · 5 shared positions

$PWR $GE $GEV $SYK $KTOS

$206M

60 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.