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 Donoghue Forlines

13F Portfolio OverlapQ1 2026Donoghue Forlines portfolio →

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Most similar hedge funds by 13F overlap

Donoghue Forlines LLC is an institutional investor managing $361M across 118 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 Donoghue Forlines are WIN ADVISORS,, Genus, KEYNOTE FINANCIAL SERVICES, with shared positions in $LRCX, $LMT, $CIEN, $AMAT, $GLW, $WDC. The full ranking of 25 similar funds is below.

#1WIN ADVISORS, INCPassive

Some overlap · 10 shared positions

$LRCX $LMT $CIEN $AMAT $GLW $WDC

$219M

78 positions

#2Genus Capital Management Inc.Passive

Some overlap · 8 shared positions

$VZ $ADI $LRCX $TGT $GILD $MU

$873M

189 positions

#3KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 8 shared positions

$VZ $BMY $LMT $MTB $GILD $MU

$188M

174 positions

#4Ardmore Road Asset Management LPPassive

Some overlap · 8 shared positions

$VZ $LRCX $AMAT $ADI $CIEN $LITE

$1.5B

64 positions

#5Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 7 shared positions

$BMY $VZ $ADI $LMT $GLW $CBOE

$302M

93 positions

#6Optimize Financial IncPassive

Some overlap · 8 shared positions

$LRCX $AMAT $ADI $MU $LITE $WDC

$203M

297 positions

#7PINNBROOK CAPITAL MANAGEMENT LPActive

Some overlap · 9 shared positions

$LRCX $AMAT $FTI $ROST $WAB $WDC

$384M

45 positions

#81834 INVESTMENT ADVISORS COPassive

Some overlap · 6 shared positions

$UPST $BMY $VZ $EIX $LMT $TGT

$801M

206 positions

#9GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 9 shared positions

$LRCX $AMAT $MU $LITE $TER $GILD

$6.0B

624 positions

#10Tairen Capital LtdActive

Some overlap · 9 shared positions

$LRCX $AMAT $MU $LITE $GLW $WAB

$924M

44 positions

#11Science & Technology Partners, L.P.Active

Some overlap · 8 shared positions

$LRCX $AMAT $ADI $CIEN $MU $LITE

$382M

43 positions

#12Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$BMY $VZ $CCZ $LRCX $GILD $LMT

$240M

278 positions

#13CAMBIAR INVESTORS LLCActive

Some overlap · 7 shared positions

$BMY $CCZ $AMAT $ON $CB $FDX

$2.2B

145 positions

#14Williamson Legacy Group, LLCPassive

Some overlap · 8 shared positions

$LRCX $CIEN $MU $FTI $LITE $GLW

$133M

81 positions

#15EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$BMY $TGT $CCZ $GILD $LMT $FDX

$1.4B

56 positions

#16RNC CAPITAL MANAGEMENT LLC

Some overlap · 6 shared positions

$BMY $MTB $CCZ $GILD $LMT $GLW

$2.2B

173 positions

#17MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$TGT $MTB $CCZ $AMAT $LMT $FDX

$1.1B

105 positions

#18CONNING INC.Passive

Some overlap · 6 shared positions

$VZ $BMY $PFG $ADI $GILD $GLW

$3.0B

311 positions

#19Western Financial Corp/CAActive

Some overlap · 7 shared positions

$LRCX $AMAT $ADI $LMT $MU $WDC

$255M

127 positions

#20FORA Capital, LLCPassive

Some overlap · 7 shared positions

$VZ $LRCX $LMT $AMAT $WBD $MU

$1.4B

413 positions

#21OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$BMY $TGT $GILD $LMT $GLW $VZ

$193M

108 positions

#22MOKAN Wealth Management Inc.Passive

Some overlap · 6 shared positions

$UPST $LRCX $AMAT $MU $CBOE $CME

$226M

109 positions

#23Anther Capital LtdActive

Some overlap · 7 shared positions

$LRCX $AMAT $MU $LITE $GLW $WDC

$3.8B

31 positions

#24Kerusso Capital Management LLCPassive

Some overlap · 5 shared positions

$BMY $PFG $VZ $GILD $LMT

$200M

53 positions

#25Rokos Capital Management LLPActive

Some overlap · 7 shared positions

$LRCX $LMT $MU $AMAT $LITE $GLW

$13.2B

176 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.