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Hedge Funds Similar to Asset Dedication

13F Portfolio OverlapQ2 2026Asset Dedication portfolio →
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Most similar hedge funds by 13F overlap

Asset Dedication, LLC is an institutional investor managing $1.6B across 1,242 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 Asset Dedication are Yoffe Investment, ASAHI LIFE ASSET , LTD., Gen-Wealth Partners, with shared positions in $AXP, $TRV, $MMM, $MCD, $AMGN, $HUBB. The full ranking of 25 similar funds is below.

#1Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$AXP$TRV$MMM$MCD$AMGN
$87M
113 positions
#2ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 5 shared positions
$AXP$TRV$MMM$MCD$AMGN
$177M
158 positions
#3Gen-Wealth Partners IncPassive
Some overlap · 5 shared positions
$AXP$TRV$MMM$MCD$AMGN
$360M
722 positions
#4Northern Financial Advisors IncPassive
Some overlap · 4 shared positions
$AXP$TRV$MMM$AMGN
$151M
100 positions
#5CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$AXP$TRV$MCD$AMGN
$541M
111 positions
#6Holland Advisory Services, Inc.Active
Some overlap · 5 shared positions
$TRV$MMM$MCD$AMGN$HUBB
$91M
49 positions
#7Sawyer & Company, IncPassive
Some overlap · 4 shared positions
$AXP$TRV$MCD$AMGN
$298M
202 positions
#8Pinnacle Holdings, LLCPassive
Some overlap · 4 shared positions
$AXP$TRV$MCD$AMGN
$324M
237 positions
#9BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$AXP$TRV$MCD$AMGN
$515M
142 positions
#10Ascension Capital Advisors, Inc.Active
Slight overlap · 4 shared positions
$AXP$MMM$MCD$AMGN
$356M
97 positions
#11GREATMARK INVESTMENT PARTNERS, INC.Active
Slight overlap · 3 shared positions
$AXP$TRV$AMGN
$906M
153 positions
#12Interval Partners, LPPassive
Slight overlap · 4 shared positions
$AXP$TRV$MMM$HUBB
$3.9B
298 positions
#13Rydar Equities, Inc.Passive
Slight overlap · 3 shared positions
$AXP$TRV$MCD
$178M
107 positions
#14BRAVE ASSET MANAGEMENT INCActive
Slight overlap · 4 shared positions
$AXP$AMGN$MMM$TRV
$467M
146 positions
#15Sumitomo Mitsui DS Asset Management Company, LtdActive
Slight overlap · 4 shared positions
$AXP$TRV$MCD$AMGN
$14.5B
767 positions
#16ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Slight overlap · 3 shared positions
$AXP$MMM$MCD
$102M
87 positions
#17BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Slight overlap · 3 shared positions
$AXP$MMM$MCD
$263M
90 positions
#18Wynn Capital, LLCPassive
Slight overlap · 3 shared positions
$AXP$MMM$AMGN
$224M
116 positions
#19Kerusso Capital Management LLCPassive
Slight overlap · 3 shared positions
$AXP$MMM$AMGN
$274M
58 positions
#20Rayburn West Financial Services LLCPassive
Slight overlap · 3 shared positions
$AXP$MCD$AMGN
$181M
81 positions
#21Perennial Advisors, LLCPassive
Slight overlap · 3 shared positions
$AXP$MCD$AMGN
$649M
136 positions
#22Carl P. Sherr & Co., LLCPassive
Slight overlap · 3 shared positions
$AXP$MCD$AMGN
$239M
134 positions
#23Beaumont Asset Management, L.L.C.Smart money
Slight overlap · 3 shared positions
$AXP$MCD$AMGN
$257M
79 positions
#24Capital Wealth Planning, LLCActive
Slight overlap · 3 shared positions
$AXP$MCD$AMGN
$20.0B
154 positions
#25St. Johns Investment Management Company, LLCPassive
Slight overlap · 3 shared positions
$AXP$MCD$AMGN
$264M
201 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.