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Hedge Funds Similar to Diversified Portfolios,

13F Portfolio OverlapQ1 2026Diversified Portfolios, portfolio →
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Most similar hedge funds by 13F overlap

Diversified Portfolios, Inc. is an institutional investor managing $1.2B across 174 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 Diversified Portfolios, are FORTE ASSET, Landing Point Financial Group,, Advantage,, with shared positions in $RELX, $EPAM, $USB, $OKTA, $AMN, $NOC. The full ranking of 25 similar funds is below.

#1FORTE ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$RELX$EPAM$USB
$228M
76 positions
#2Landing Point Financial Group, LLCActive
Notable overlap · 4 shared positions
$RELX$OKTA$AMN$NOC
$206M
93 positions
#3Capital Advantage, Inc.Active
Notable overlap · 8 shared positions
$RELX$UNIT$USB$KKR$MDY$SCHW
$765M
145 positions
#4Plum Street Advisors, LLCActive
Notable overlap · 6 shared positions
$RELX$AMN$DDOG$UNIT$SNOW$COP
$289M
98 positions
#5Bay Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$RELX$SNOW$KKR
$162M
107 positions
#6Oakmont Advisory Group, LLCPassive
Notable overlap · 8 shared positions
$RELX$OKTA$SCHW$VLTO$SNOW$USB
$98M
119 positions
#7MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 3 shared positions
$RELX$AMN$UNIT
$114M
77 positions
#8MAINSAIL ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$RELX$UNIT$KKR
$223M
112 positions
#9Hudson Oak Wealth Advisory LLCActive
Some overlap · 5 shared positions
$RELX$AMN$DDOG$SCHW$COP
$115M
52 positions
#10Greenspring Advisors, LLCActive
Some overlap · 7 shared positions
$EPAM$AMN$SCHW$USB$COP$UNIT
$1.6B
318 positions
#11Powerhouse Assets LLCActive
Some overlap · 5 shared positions
$RELX$SCHW$UNIT$MDY$NKE
$115M
55 positions
#12HANOVER ADVISORS INCActive
Some overlap · 7 shared positions
$EPAM$MDY$DDOG$SNOW$SCHW$KKR
$246M
118 positions
#13Summit Wealth Group, LLCActive
Some overlap · 5 shared positions
$RELX$DDOG$AFRM$VLTO$KKR
$436M
126 positions
#14Brooklyn FI, LLCActive
Some overlap · 6 shared positions
$EPAM$DDOG$AFRM$UNIT$SCHW$USB
$476M
78 positions
#15SEMITAM BONAM LLCActive
Some overlap · 4 shared positions
$RELX$MDY$KKR$UNIT
$122M
44 positions
#16Avant Financial Advisors LLCActive
Some overlap · 7 shared positions
$EPAM$AMN$UNIT$SNOW$USB$COP
$142M
65 positions
#17Winthrop Advisory Group LLCActive
Some overlap · 4 shared positions
$RELX$DDOG$EPAM$MDY
$1.2B
195 positions
#18FC Advisory LLCActive
Some overlap · 8 shared positions
$OKTA$SCHW$VLTO$DDOG$SNOW$USB
$342M
115 positions
#19SCS Capital Management LLCActive
Some overlap · 6 shared positions
$EPAM$DDOG$SCHW$KKR$AFRM$MDY
$9.4B
468 positions
#20Rialto Wealth Management, LLCPassive
Some overlap · 10 shared positions
$AMN$SCHW$EPAM$VLTO$UNIT$SNOW
$445M
1,730 positions
#21Iron Gate Global Advisors LLCActive
Some overlap · 3 shared positions
$RELX$KKR$UNIT
$947M
105 positions
#22Foster Group, Inc.Active
Some overlap · 7 shared positions
$RELX$AMN$DDOG$UNIT$COP$NKE
$3.4B
284 positions
#23MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 5 shared positions
$RELX$UNIT$SCHW$USB$COP
$136M
442 positions
#24Exeter Financial, LLCPassive
Some overlap · 3 shared positions
$RELX$USB$COP
$245M
98 positions
#25Prosperity Planning, Inc.Active
Some overlap · 11 shared positions
$AMN$DDOG$VLTO$UNIT$SNOW$COP
$395M
110 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.