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 Dougherty Wealth Advisers

13F Portfolio OverlapQ1 2026Dougherty Wealth Advisers portfolio →

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Most similar hedge funds by 13F overlap

Dougherty Wealth Advisers LLC is an institutional investor managing $158M across 107 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 Dougherty Wealth Advisers are Asempa Wealth Advisors, Financial Enhancement Group, Beaumont Asset , L.L.C., with shared positions in $MDLZ, $KKR, $DHR, $UNIT, $LMT, $JHG. The full ranking of 25 similar funds is below.

#1Asempa Wealth AdvisorsPassive

Some overlap · 5 shared positions

$MDLZ $KKR $DHR $UNIT $LMT

$115M

115 positions

#2Financial Enhancement Group LLCPassive

Some overlap · 6 shared positions

$MDLZ $JHG $DHR $KKR $UNIT $NEE

$807M

135 positions

#3Beaumont Asset Management, L.L.C.Active

Some overlap · 5 shared positions

$MDLZ $JHG $UNIT $DHR $LMT

$222M

76 positions

#4QUEST INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$MDLZ $KKR $DHR $ORLY

$857M

122 positions

#5Waldron Private Wealth LLCActive

Some overlap · 4 shared positions

$KKR $JHG $DHR $UNIT

$2.6B

342 positions

#6AssuredPartners Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$KKR $JHG $DHR $NEE $GLW $BAC

$919M

402 positions

#7Dentgroup LLC

Some overlap · 4 shared positions

$MDLZ $KKR $DHR $UNIT

$146M

93 positions

#8KDT Advisors, LLCPassive

Some overlap · 6 shared positions

$KKR $DHR $UNIT $UNP $NEE $GLW

$63M

69 positions

#9WEALTHEDGE INVESTMENT ADVISORS, LLCPassive

Some overlap · 4 shared positions

$JHG $MDLZ $KKR $AON

$272M

141 positions

#10Excelsior Advisor Network LLCPassive

Some overlap · 5 shared positions

$MDLZ $KKR $NEE $LMT $BAC

$263M

226 positions

#11Optivise Advisory Services LLCPassive

Some overlap · 3 shared positions

$MDLZ $JHG $KKR

$165M

183 positions

#12LightSquare Wealth Management, LLCPassive

Some overlap · 6 shared positions

$KKR $JHG $UNIT $UNP $NEE $MSI

$133M

92 positions

#13W ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$MDLZ $KKR $NEE $LMT

$195M

141 positions

#14HOWE & RUSLING INCPassive

Slight overlap · 5 shared positions

$KKR $MDLZ $UNP $NEE $BAC

$1.5B

477 positions

#15EHRLICH FINANCIAL GROUPPassive

Slight overlap · 4 shared positions

$MDLZ $JHG $KKR $UNIT

$174M

112 positions

#16CPA Asset Management LLCActive

Slight overlap · 5 shared positions

$KKR $MDLZ $DHR $NEE $PNC

$298M

99 positions

#17Cushing Capital Partners, LLCPassive

Slight overlap · 5 shared positions

$KKR $MDLZ $DHR $NEE $LOW

$130M

96 positions

#18Trail Ridge Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$MDLZ $JHG $UNP $NEE

$230M

99 positions

#19WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$KKR $JHG $UNIT $PNC

$156M

139 positions

#20Adirondack Capital Advisors, LLCSmart money

Slight overlap · 4 shared positions

$MDLZ $KKR $DHR $MSI

$156M

44 positions

#21NORTHSTAR ASSET MANAGEMENT CoActive

Slight overlap · 4 shared positions

$KKR $DHR $MDLZ $UNP

$445M

138 positions

#22RDA Financial NetworkPassive

Slight overlap · 3 shared positions

$KKR $JHG $DHR

$400M

273 positions

#23HEADINVEST, LLCPassive

Slight overlap · 3 shared positions

$KKR $JHG $DHR

$488M

225 positions

#24Eldridge Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$KKR $JHG $DHR

$456M

154 positions

#25ELEVATUS WELATH MANAGEMENTPassive

Slight overlap · 4 shared positions

$JHG $KKR $DHR $UNIT

$191M

141 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.