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Hedge Funds Similar to Del-Sette ,

13F Portfolio OverlapQ1 2026Del-Sette , portfolio →
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Most similar hedge funds by 13F overlap

Del-Sette Capital Management, LLC is an institutional investor managing $167M across 44 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 Del-Sette , are HC Advisors,, Kane Wealth ,, Kondo Wealth Advisors,, with shared positions in $FITB, $WT, $ALPS, $IBM, $AMN, $NKE. The full ranking of 25 similar funds is below.

#1HC Advisors, LLCActive
Notable overlap · 4 shared positions
$FITB$WT$ALPS$IBM
$149M
60 positions
#2Kane Co Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$WT$AMN$NKE
$119M
51 positions
#3Kondo Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$WT$NKE
$266M
69 positions
#4COWA, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$ALPS$WT$IBM
$371M
158 positions
#5Haven Private, LLCPassive
Notable overlap · 3 shared positions
$WT$ALPS$AMN
$230M
166 positions
#6LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Notable overlap · 3 shared positions
$ALPS$SPG$IBM
$192M
113 positions
#7Burk Holdings LLCPassive
Notable overlap · 5 shared positions
$AMN$NKE$WT$SCHW$IBM
$233M
676 positions
#8Collaborative Wealth Managment Inc.Passive
Notable overlap · 3 shared positions
$AMN$WT$FITB
$218M
162 positions
#9Wright Wealth LLCActive
Notable overlap · 3 shared positions
$WT$AMN$IBM
$149M
51 positions
#10WJ Interests, LLCSmart money
Notable overlap · 3 shared positions
$WT$AMN$IBM
$260M
20 positions
#11Mraz, Amerine & Associates, Inc.Active
Notable overlap · 4 shared positions
$WT$AMN$NKE$SCHW
$678M
190 positions
#12CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$WT$AMN$NKE$ALPS
$309M
132 positions
#13O'Connor Financial Group LLCActive
Notable overlap · 3 shared positions
$WT$AMN$IBM
$244M
58 positions
#14Falcon Wealth PlanningActive
Notable overlap · 4 shared positions
$WT$NKE$AMN$SCHW
$1.5B
236 positions
#15Rockport Wealth LLCActive
Notable overlap · 3 shared positions
$FITB$ALPS$WT
$549M
101 positions
#16Apeiron RIA LLCPassive
Notable overlap · 4 shared positions
$AMN$NKE$WT$SCHW
$431M
204 positions
#17ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$WT
$112M
69 positions
#18Focus Partners Advisor Solutions, LLCPassive
Notable overlap · 5 shared positions
$AMN$NKE$WT$SCHW$ALPS
$9.9B
1,249 positions
#19COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$EIX
$97M
56 positions
#20Tillman Hartley LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$WT$SCHW
$398M
88 positions
#21REAP Financial Group, LLCPassive
Notable overlap · 3 shared positions
$AMN$NKE$WT
$507M
533 positions
#22McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$WT
$119M
65 positions
#23Smead Capital Management, Inc.Active
Notable overlap · 3 shared positions
$APA$SPG$FITB
$4.6B
32 positions
#24Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$AMN$NKE$SCHW$IBM
$228M
72 positions
#25Winter & Associates, Inc.Passive
Notable overlap · 4 shared positions
$WT$NKE$IBM$SCHW
$114M
84 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.