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 Dakota Wealth

13F Portfolio OverlapQ1 2026Dakota Wealth portfolio →

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Most similar hedge funds by 13F overlap

Dakota Wealth Management is an institutional investor managing $4.6B across 766 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 Dakota Wealth are Longbow Finance SA, Passumpsic Savings Bank, BNC WEALTH ,, with shared positions in $KLAC, $TJX, $PWR, $GE, $CBOE, $BRZE. The full ranking of 25 similar funds is below.

#1Longbow Finance SAPassive

Some overlap · 5 shared positions

$KLAC $TJX $PWR $GE $CBOE

$552M

55 positions

#2Passumpsic Savings Bank

Some overlap · 6 shared positions

$BRZE $TJX $__PARK_1390777 $GE $CBOE $CMI

$183M

90 positions

#3BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $__PARK_1390777 $PWR $GE

$360M

106 positions

#4RETIREMENT GUYS FORMULA LLCPassive

Some overlap · 5 shared positions

$BRZE $TJX $NEM $CBOE $CMI

$217M

154 positions

#5MinichMacGregor Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $TJX $IAU $GE

$567M

136 positions

#6Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$KLAC $TJX $ABT $PWR

$1.4B

170 positions

#7Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$KLAC $TJX $__PARK_1390777 $GE

$145M

69 positions

#8ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 4 shared positions

$KLAC $TJX $PWR $GE

$59.5B

102 positions

#9Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $__PARK_1390777 $PWR $GE

$946M

216 positions

#10Sun Financial IncPassive

Some overlap · 5 shared positions

$KLAC $TJX $__PARK_1390777 $PWR $GE

$200M

159 positions

#11Riverview Trust CoActive

Some overlap · 3 shared positions

$KLAC $BRZE $ABT

$81M

202 positions

#12NatWest Group plcActive

Some overlap · 4 shared positions

$KLAC $NEM $GE $CBOE

$462M

44 positions

#13Alhambra Investment Partners LLCPassive

Some overlap · 4 shared positions

$BRZE $TJX $IAU $GE

$217M

176 positions

#14Covenant Asset Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $PWR $GE $CBOE

$664M

165 positions

#15Swisher Financial Concepts, Inc.Passive

Some overlap · 4 shared positions

$BRZE $IAU $ABT $GE

$179M

102 positions

#16LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$KLAC $TJX $NEM

$174M

65 positions

#17OKABENA INVESTMENT SERVICES INCPassive

Some overlap · 4 shared positions

$BRZE $IAU $ABT $GE

$519M

144 positions

#18PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 5 shared positions

$KLAC $TJX $NEM $GE $CMI

$7.7B

190 positions

#19Vivid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $__PARK_1390777 $PWR $GE

$247M

66 positions

#20Sageworth Trust Co of South DakotaActive

Some overlap · 4 shared positions

$BRZE $TJX $CMI $GE

$126M

56 positions

#21FIRST NATIONAL BANK OF OMAHAPassive

Some overlap · 4 shared positions

$BRZE $ABT $KLAC $__PARK_1390777

$3.2B

497 positions

#22McLaughlin Asset Management, Inc.Passive

Some overlap · 3 shared positions

$KLAC $TJX $GE

$105M

91 positions

#23Alcosta Capital Management, Inc.Active

Some overlap · 3 shared positions

$KLAC $TJX $GE

$131M

23 positions

#24Smith Group Asset Management, LLCActive

Some overlap · 3 shared positions

$KLAC $TJX $CBOE

$2.0B

162 positions

#25BFSG, LLCPassive

Some overlap · 4 shared positions

$BRZE $TJX $IAU $NEM

$1.1B

750 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.