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 D.B. Root & Company,

13F Portfolio OverlapQ1 2026D.B. Root & Company, portfolio →

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Most similar hedge funds by 13F overlap

D.B. Root & Company, LLC is an institutional investor managing $419M across 191 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 D.B. Root & Company, are Juno Financial Group, FIDELIS iM,, McCarthy Asset ,, with shared positions in $HUM, $BRZE, $LMT, $CMI, $ETN, $GLW. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$HUM $BRZE $LMT $CMI $ETN $GLW

$255M

70 positions

#2FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$HUM $BRZE $COP

$264M

25 positions

#3McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$HUM $BRZE $COP

$192M

27 positions

#4Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $BRZE $VLTO

$223M

41 positions

#5Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $VLTO

$341M

64 positions

#6SIGNATUREFD, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $KO

$6.5B

3,465 positions

#7HB Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $KO

$15.5B

1,547 positions

#8New England Private Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $COP

$866M

194 positions

#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$HUM $COP $VLTO $BRZE

$350M

95 positions

#10ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$HUM $BRZE $KO

$753M

159 positions

#11Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$HUM $ADP $KO $BRZE

$333M

88 positions

#12Wolfstich Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $ADP $KO

$114M

45 positions

#13Aberdeen Wealth Management LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $ADP $KO

$219M

179 positions

#14Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $COP $WMB

$67M

42 positions

#15Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $COP $BRZE

$98M

68 positions

#16Kastel Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $COP

$163M

55 positions

#17Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$HUM $COP $VLTO

$230M

21 positions

#18Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $COP $KO

$480M

160 positions

#19Financial Planning Hawaii, Inc.Passive

Notable overlap · 4 shared positions

$HUM $BRZE $CMI $LMT

$170M

123 positions

#20PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$HUM $COP $BRZE

$198M

106 positions

#21M3 Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $ETN $LMT

$130M

35 positions

#22Good Harbor Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $BRZE $COP

$92M

82 positions

#23INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 3 shared positions

$HUM $CMI $KO

$314M

130 positions

#24Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $LMT $COP

$239M

158 positions

#25McClarren Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$HUM $BRZE $SBUX

$169M

79 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.