Hedge Funds Similar to Donoghue Forlines

13F Portfolio OverlapQ2 2026Donoghue Forlines portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Donoghue Forlines LLC is an institutional investor managing $387M across 114 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Donoghue Forlines are Retireful, WIN ADVISORS, Bellwether Advisors, with shared positions in $WDC, $MRVL, $ALAB, $CRWD, $SNDK, $MTZ. The full ranking of 25 similar funds is below.

Notable overlap · 13 shared positions
$107M
81 positions
Notable overlap · 10 shared positions
$281M
75 positions
Notable overlap · 9 shared positions
$675M
167 positions
Notable overlap · 8 shared positions
$569M
256 positions
Notable overlap · 8 shared positions
$147M
69 positions
Notable overlap · 8 shared positions
$636M
62 positions
Notable overlap · 7 shared positions
$315M
33 positions
Notable overlap · 7 shared positions
$52M
45 positions
Notable overlap · 8 shared positions
$590M
131 positions
Notable overlap · 7 shared positions
$462M
86 positions
Notable overlap · 8 shared positions
$181M
73 positions
Some overlap · 6 shared positions
$421M
459 positions
Some overlap · 6 shared positions
$382M
114 positions
Some overlap · 6 shared positions
$201M
75 positions
Some overlap · 5 shared positions
$1.2B
92 positions
Some overlap · 6 shared positions
$938M
103 positions
Some overlap · 5 shared positions
$176M
55 positions
Some overlap · 7 shared positions
$3.3B
103 positions
Some overlap · 6 shared positions
$417M
213 positions
#20S&T BANK/PAPassive
Some overlap · 6 shared positions
$333M
445 positions
Some overlap · 5 shared positions
$132M
45 positions
Some overlap · 5 shared positions
$170M
161 positions
Some overlap · 5 shared positions
$543M
140 positions
Some overlap · 6 shared positions
$1.0B
204 positions
Some overlap · 5 shared positions
$5.1B
29 positions

Compare Donoghue Forlines’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

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.