Hedge Funds Similar to DENALI ADVISORS

13F Portfolio OverlapQ1 2026DENALI ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

DENALI ADVISORS LLC is an institutional investor managing $900M across 307 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 DENALI ADVISORS are Stack Financial ,, Cornerstone Select Advisors,, Te Ahumairangi Investment Ltd, with shared positions in $T, $CAH, $AEM, $PLTR, $MO, $FRME. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive

Slight overlap · 3 shared positions

$1.4B

52 positions

#2Cornerstone Select Advisors, LLCPassive

Slight overlap · 3 shared positions

$160M

124 positions

#3Te Ahumairangi Investment Management LtdActive

Slight overlap · 3 shared positions

$597M

86 positions

#4Finer Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$199M

87 positions

#5Disciplined Equity Management, Inc.Active

Slight overlap · 3 shared positions

$199M

44 positions

#6Round Hill Asset ManagementPassive

Slight overlap · 3 shared positions

$153M

62 positions

#7Financial Sense Advisors, Inc.Passive

Slight overlap · 3 shared positions

$NOG $AEM $PLTR

$493M

142 positions

#8NAVELLIER & ASSOCIATES INCPassive

Slight overlap · 3 shared positions

$CAH $AEM $PLTR

$960M

326 positions

#9Convergence Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$611M

235 positions

#10KWMG, LLCActive

Slight overlap · 3 shared positions

$1.2B

147 positions

#11MUHLENKAMP & CO INCActive

Slight overlap · 3 shared positions

$AEM $NMIH $RUSHA

$380M

29 positions

#12Hilton Head Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$177M

989 positions

#13Palisades Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$OTTR $FFBC $WLFC

$255M

51 positions

#14Belleair Asset Management, LLCPassive

Slight overlap · 3 shared positions

$110M

77 positions

#15Old Peak Finance LLCActive

Slight overlap · 3 shared positions

$171M

84 positions

#16Key Client Fiduciary Advisors, LLCPassive

Slight overlap · 3 shared positions

$294M

216 positions

#17Cavalier Investments, LLCSmart money

Slight overlap · 3 shared positions

$3.7B

112 positions

#18Kapstone Financial Advisors LLCActive

Slight overlap · 3 shared positions

$204M

154 positions

#19CWA Asset Management Group, LLCPassive

Slight overlap · 3 shared positions

$2.9B

678 positions

#20Signature Wealth Management Partners, LLCPassive

Slight overlap · 3 shared positions

$199M

116 positions

#21Mosley Wealth ManagementPassive

Slight overlap · 3 shared positions

$221M

466 positions

#22EXCHANGE TRADED CONCEPTS, LLCPassive

Slight overlap · 3 shared positions

$14.1B

1,521 positions

#23PURE PORTFOLIOS HOLDINGS LLC

Slight overlap · 3 shared positions

$332M

104 positions

#24Polaris Capital Management, LLCActive

Slight overlap · 3 shared positions

$IBOC $IMKTA $NTB

$1.2B

84 positions

#25NCP Inc.Active

Slight overlap · 3 shared positions

$60M

76 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.