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Hedge Funds Similar to DIMENSION

13F Portfolio OverlapQ1 2026DIMENSION portfolio →
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Most similar hedge funds by 13F overlap

DIMENSION CAPITAL MANAGEMENT LLC is an institutional investor managing $713M across 123 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 DIMENSION are Muzinich & ,, ACIMA PRIVATE WEALTH,, UNIQUE WEALTH,, with shared positions in $BCSF, $NMFC, $BBDC, $DJP, $HUBS, $DDOG. The full ranking of 25 similar funds is below.

#1Muzinich & Co., Inc.Active
Some overlap · 3 shared positions
$BCSF$NMFC$BBDC
$286M
38 positions
#2ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$DJP$HUBS$DDOG
$319M
177 positions
#3UNIQUE WEALTH, LLCPassive
Slight overlap · 3 shared positions
$DJP$DDOG$IBIT
$723M
182 positions
#4Ackerman Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$DJP$DDOG$IBIT
$488M
115 positions
#5Tranquility Partners, LLCPassive
Slight overlap · 3 shared positions
$NMFC$MS$ETN
$265M
226 positions
#6ATX Financial Planning, LLCPassive
Slight overlap · 4 shared positions
$MS$CEG$APO$IBIT
$132M
81 positions
#7Lansing Street AdvisorsPassive
Slight overlap · 5 shared positions
$MS$DJP$CEG$DDOG$IBIT
$397M
151 positions
#8Limestone Investment Advisors LPActive
Slight overlap · 3 shared positions
$DJP$MS$ASML
$1.2B
399 positions
#9COMPASS CAPITAL CORP /MA/ /ADVPassive
Slight overlap · 4 shared positions
$MS$CEG$IBIT$PLTR
$279M
202 positions
#10Werlinich Asset Management, LLCActive
Slight overlap · 3 shared positions
$MS$CEG$ASML
$206M
56 positions
#11Hudson Canyon Capital ManagementPassive
Slight overlap · 3 shared positions
$MS$CEG$ETN
$163M
52 positions
#12RICHARDS, MERRILL & PETERSON, INC.Passive
Slight overlap · 3 shared positions
$MS$CEG$PLTR
$273M
283 positions
#13Intellus Advisors LLCActive
Slight overlap · 3 shared positions
$MS$FNV$PLTR
$732M
125 positions
#14THRIVENT FINANCIAL FOR LUTHERANSPassive
Slight overlap · 3 shared positions
$MS$CEG$PLTR
$52M
2,522 positions
#15JBF Capital, Inc.Smart money
Slight overlap · 3 shared positions
$MS$DJP$ASML
$676M
115 positions
#16Ponta Wealth Partners, LLCPassive
Slight overlap · 5 shared positions
$CEG$APO$DDOG$ETN$PLTR
$124M
138 positions
#17ASHTON THOMAS SECURITIES, LLCPassive
Slight overlap · 3 shared positions
$MS$FNV$DDOG
$797M
444 positions
#18HARTLINE INVESTMENT CORP/Active
Slight overlap · 4 shared positions
$MS$CEG$ETN$PLTR
$909M
112 positions
#19CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Slight overlap · 4 shared positions
$CEG$APO$ASML$PLTR
$60M
36 positions
#20Samalin Investment Counsel, LLCPassive
Slight overlap · 3 shared positions
$MS$APO$ETN
$282M
319 positions
#21Titan Investment Management LLCPassive
Slight overlap · 3 shared positions
$MS$APO$PLTR
$113M
37 positions
#22ISLAY CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$MS$APO$PLTR
$197M
204 positions
#23Genesee Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$MS$APO$IBIT
$239M
138 positions
#24Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive
Slight overlap · 4 shared positions
$HUBS$APO$SPOT$ETN
$1.5B
55 positions
#25Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDPassive
Slight overlap · 4 shared positions
$HUBS$APO$SPOT$ETN
$506M
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.