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Hedge Funds Similar to DENALI ADVISORS

13F Portfolio OverlapQ2 2026DENALI ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

DENALI ADVISORS LLC is an institutional investor managing $993M across 318 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 DENALI ADVISORS are Measured Wealth Private Client Group, Philadelphia Financial of San Francisco, Ballast Asset, with shared positions in $FLEX, $MO, $ACT, $CAH, $MCY, $WLFC. The full ranking of 8 similar funds is below.

#1Measured Wealth Private Client Group, LLCPassive
Some overlap · 5 shared positions
$FLEX$MO$ACT$CAH$MCY
$414M
723 positions
#2Philadelphia Financial Management of San Francisco, LLCActive
Slight overlap · 3 shared positions
$WLFC$MCY$HG
$496M
45 positions
#3Ballast Asset Management, LPPassive
Slight overlap · 3 shared positions
$CCSI$MBIN$CBT
$251M
53 positions
#4Point Nemo Capital, LLCPassive
Slight overlap · 3 shared positions
$MCY$NTB$HG
$197M
188 positions
#5Kennondale Capital Management LLCPassive
Slight overlap · 3 shared positions
$CCSI$GRBK$REPX
$150M
80 positions
#6DONALD SMITH & CO., INC.Active
Slight overlap · 3 shared positions
$MHO$NMIH$HG
$5.6B
66 positions
#7Convergence Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$FLEX$CAH$MO
$1.1B
241 positions
#8Financial Strategies Group, Inc.Active
Slight overlap · 3 shared positions
$NMIH$ABG$ACT
$628M
100 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.