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Hedge Funds Similar to Asset Dedication,

13F Portfolio OverlapQ1 2026Asset Dedication, portfolio →
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Most similar hedge funds by 13F overlap

Asset Dedication, LLC is an institutional investor managing $1.4B across 1,114 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 Asset Dedication, are Rydar Equities,, Vertrix Wealth ,, Northern Financial Advisors, with shared positions in $MS, $AXP, $TRV, $MCD, $KO, $DIA. The full ranking of 25 similar funds is below.

#1Rydar Equities, Inc.Passive
Some overlap · 6 shared positions
$MS$AXP$TRV$MCD$KO$DIA
$129M
92 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MS$AXP$IBM$MCD$KO$AMGN
$272M
95 positions
#3Northern Financial Advisors IncPassive
Some overlap · 7 shared positions
$AXP$IBM$TRV$MCD$KO$DIA
$137M
105 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$AXP$IBM$MCD$KO
$446M
104 positions
#5WOLFF WIESE MAGANA LLCPassive
Some overlap · 5 shared positions
$MS$AXP$MCD$KO$AMGN
$181M
983 positions
#6Gen-Wealth Partners IncPassive
Some overlap · 7 shared positions
$AXP$IBM$TRV$MCD$KO$DIA
$317M
728 positions
#7ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 6 shared positions
$AXP$IBM$TRV$MCD$KO$AMGN
$155M
150 positions
#8Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$AXP$IBM$TRV$MCD$KO$AMGN
$78M
111 positions
#9William B. Walkup & Associates, Inc.Active
Some overlap · 5 shared positions
$MS$IBM$TRV$MCD$KO
$167M
163 positions
#10Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$WT$MCD$KO$AMGN
$1.2B
262 positions
#11Stenger Family Office, LLCPassive
Some overlap · 4 shared positions
$MS$AXP$WT$MCD
$566M
117 positions
#12Pinnacle Holdings, LLCPassive
Some overlap · 6 shared positions
$AXP$IBM$TRV$MCD$DIA$AMGN
$309M
233 positions
#13Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$MS$IBM$MCD$KO$AMGN
$638M
158 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$IBM$MCD$KO$AMGN
$353M
78 positions
#15Sumitomo Mitsui DS Asset Management Company, LtdActive
Some overlap · 6 shared positions
$AXP$IBM$TRV$MCD$KO$AMGN
$12.4B
770 positions
#16Insight Inv LLCPassive
Some overlap · 4 shared positions
$MS$AXP$IBM$AMGN
$183M
104 positions
#17Meadowbrook Advisors Group, LLCPassive
Some overlap · 5 shared positions
$MS$IBM$MCD$KO$AMGN
$168M
136 positions
#18Argent Advisors, Inc.Passive
Some overlap · 4 shared positions
$MS$AXP$TRV$KO
$366M
173 positions
#19Riverbend Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$AXP$WT$AMGN
$175M
152 positions
#20Johnson & White Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$KO$IBM$AMGN$MCD
$236M
106 positions
#21Kintegral Advisory, LLCPassive
Some overlap · 4 shared positions
$MS$AXP$KO$AMGN
$1.1B
233 positions
#22Investment Partners Asset Management, Inc.Passive
Some overlap · 4 shared positions
$MS$WT$IBM$KO
$162M
163 positions
#23Beacon Financial Advisory LLCPassive
Some overlap · 4 shared positions
$MS$WT$MCD$KO
$443M
402 positions
#24Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$MS$WT$MCD$KO
$284M
125 positions
#25Clear Trail Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$AXP$MCD$AMGN
$601M
149 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.