What hedge funds are most similar to Dana Investment Advisors, Inc.?

The funds with the most similar 13F portfolios to Dana Investment Advisors, Inc. are FIDUCIARY FAMILY OFFICE,, Omnitrust Wealth ,, CASTLEARK, 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 Dana Investment Advisors,

13F Portfolio OverlapQ1 2026Dana Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Dana Investment Advisors, Inc. is an institutional investor managing $3.4B across 556 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 Dana Investment Advisors, are FIDUCIARY FAMILY OFFICE,, Omnitrust Wealth ,, CASTLEARK, with shared positions in $LRCX, $PM, $AXP, $WFC, $VRT, $PH. The full ranking of 25 similar funds is below.

#1FIDUCIARY FAMILY OFFICE, LLCActive

Some overlap · 11 shared positions

$LRCX $PM $AXP $WFC $VRT $PH

$351M

179 positions

#2Omnitrust Wealth Management, IncActive

Some overlap · 10 shared positions

$AXP $__PARK_1390777 $PM $WFC $DAL $PH

$77M

64 positions

#3CASTLEARK MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$LRCX $NOW $FANG $VRT $ADI $TPR

$3.0B

292 positions

#4Boston PartnersPassive

Some overlap · 8 shared positions

$FANG $PM $IQV $UBER $WFC $SLB

$95.5B

767 positions

#5GDS Wealth ManagementActive

Some overlap · 7 shared positions

$LRCX $FANG $IQV $AXP $ALL $TJX

$1.7B

200 positions

#6CRUX WEALTH ADVISORSPassive

Some overlap · 6 shared positions

$NOW $IQV $PM $__PARK_1390777 $WFC $ADI

$261M

181 positions

#7Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 6 shared positions

$LRCX $ACN $PM $AMT $TJX $ADI

$412M

46 positions

#8RENAISSANCE GROUP LLCPassive

Some overlap · 6 shared positions

$NOW $LRCX $UBER $TJX $MCK $TPR

$2.4B

234 positions

#9ASSOCIATED BANC-CORPPassive

Some overlap · 5 shared positions

$NOW $LRCX $IQV $PM $UBER

$3.8B

332 positions

#10Strategic Global Advisors, LLCPassive

Some overlap · 6 shared positions

$LRCX $VRT $WFC $ALL $TJX $MCK

$625M

142 positions

#11RE ADVISERS CORPActive

Some overlap · 6 shared positions

$LRCX $FANG $ALL $TJX $PH $PHM

$3.7B

111 positions

#12Aspire Private Capital, LLCPassive

Some overlap · 10 shared positions

$PM $WFC $IQV $FANG $SLB $QSR

$443M

170 positions

#13LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 6 shared positions

$NOW $AMT $PM $TJX $PH $ADI

$10.0B

560 positions

#14ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 6 shared positions

$LRCX $NOW $AXP $DAL $ADI $MCK

$4.7B

104 positions

#15Strong Retirement Solutions LLCPassive

Some overlap · 5 shared positions

$NOW $FANG $ACN $AMT $UBER

$143M

86 positions

#16AIGEN INVESTMENT MANAGEMENT, LPPassive

Some overlap · 7 shared positions

$__PARK_1390777 $NOW $AXP $PH $ADI $MCK

$389M

496 positions

#17Passumpsic Savings Bank

Some overlap · 6 shared positions

$LRCX $__PARK_1390777 $UBER $TJX $PH $IBKR

$183M

90 positions

#18CLIFFORD SWAN INVESTMENT COUNSEL LLCActive

Some overlap · 6 shared positions

$SLB $ACN $AXP $WFC $PH $MCK

$2.9B

332 positions

#19Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $NOW $VRT $UBER $PH

$172M

76 positions

#20Canoe Financial LPActive

Some overlap · 6 shared positions

$SLB $PM $WFC $TJX $QSR $ADI

$7.3B

112 positions

#21Lord & Richards Wealth Management, LLCActive

Some overlap · 5 shared positions

$NOW $FANG $AMT $UBER $ACN

$114M

50 positions

#22LAFFER TENGLER INVESTMENTS, INC.Passive

Some overlap · 5 shared positions

$LRCX $NOW $UBER $AXP $TJX

$677M

182 positions

#23Game Creek Capital, LPPassive

Some overlap · 5 shared positions

$NOW $VRT $ACN $UBER $DAL

$301M

93 positions

#24CINCINNATI FINANCIAL CORPActive

Some overlap · 6 shared positions

$ACN $PM $AMT $TJX $LRCX $ADI

$5.0B

55 positions

#25SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 6 shared positions

$SLB $UBER $AXP $WFC $ADI $SYY

$1.3B

158 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.