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 DeDora ,

13F Portfolio OverlapQ1 2026DeDora , portfolio →

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Most similar hedge funds by 13F overlap

DeDora Capital, Inc. is an institutional investor managing $460M across 129 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 DeDora , are Piedmont ,, Elevation Advisory Partners, Operose Advisors, with shared positions in $KKR, $GLDM, $APP, $AMGN, $UNH, $UNP. The full ranking of 25 similar funds is below.

#1Piedmont Capital Management, LLCActive

Notable overlap · 5 shared positions

$KKR $GLDM $APP $AMGN $UNH

$197M

50 positions

#2Elevation Advisory Partners LLCActive

Notable overlap · 3 shared positions

$KKR $UNP $AMD

$107M

97 positions

#3Operose Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $AMD $AFRM

$431M

593 positions

#4Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $AGQ $AMD

$116M

80 positions

#5CROBANPassive

Notable overlap · 4 shared positions

$KKR $UNP $AMGN $UNH

$213M

73 positions

#6SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$KKR $UNP $AGQ $AMGN

$212M

66 positions

#7Financial Perspectives, IncPassive

Notable overlap · 3 shared positions

$KKR $AMGN $UNH

$358M

716 positions

#8Ballast, Inc.Active

Notable overlap · 3 shared positions

$KKR $UNH $AMD

$432M

133 positions

#9Human Investing LLCSmart money

Some overlap · 3 shared positions

$KKR $AFRM $AMGN

$687M

96 positions

#10Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$KKR $GLDM $UNP

$356M

180 positions

#11Evergreen Wealth Management, LLCPassive

Some overlap · 3 shared positions

$KKR $AMGN $UNH

$194M

54 positions

#12Heartwood Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$KKR $AMGN $UNP

$1.1B

223 positions

#13Fosun International LtdActive

Some overlap · 3 shared positions

$KKR $AMD $UNH

$399M

66 positions

#14Wealthcare Capital Partners, LLCActive

Some overlap · 4 shared positions

$KKR $GLDM $AGQ $UNH

$213M

153 positions

#15Milestone Investment Advisors LLCActive

Some overlap · 3 shared positions

$KKR $AFRM $NU

$414M

139 positions

#16Partners Group Holding AGActive

Some overlap · 3 shared positions

$KKR $NU $UNP

$1.4B

50 positions

#17Westside Investment Management, Inc.Passive

Some overlap · 3 shared positions

$KKR $AMGN $AMD

$653M

1,477 positions

#18Castleview Partners, LLCPassive

Some overlap · 4 shared positions

$KKR $AGQ $AMGN $UNH

$195M

200 positions

#19New Covenant Trust Company, N.A.Active

Some overlap · 4 shared positions

$KKR $AFRM $LIN $UNP

$112M

96 positions

#20CHELSEA COUNSEL COPassive

Some overlap · 3 shared positions

$KKR $AGQ $AMGN

$233M

238 positions

#21AA Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$KKR $GLDM $AGQ

$710M

221 positions

#22SBI Securities Co., Ltd.Passive

Some overlap · 4 shared positions

$KKR $GLDM $AMD $AGQ

$3.6B

4,018 positions

#23CoreFirst Bank & TrustPassive

Some overlap · 3 shared positions

$KKR $AMGN $UNH

$189M

290 positions

#24Lynx Investment AdvisoryPassive

Some overlap · 3 shared positions

$GLDM $KKR $AGQ

$209M

181 positions

#25Financial Planning Hawaii, Inc.Passive

Some overlap · 3 shared positions

$GLDM $KKR $AMGN

$170M

123 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.