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 DAGCO,

13F Portfolio OverlapQ1 2026DAGCO, portfolio →

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Most similar hedge funds by 13F overlap

DAGCO, INC. is an institutional investor managing $541M across 117 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 DAGCO, are truNorth Financial Services,, Wolff Financial, Talisman Wealth Advisors, with shared positions in $MS, $KKR, $COP, $HUM, $SLV, $MAR. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Substantial overlap · 5 shared positions

$MS $KKR $COP $HUM $SLV

$97M

49 positions

#2Wolff Financial Management LLCActive

Substantial overlap · 5 shared positions

$MS $KKR $COP $MAR $HUM

$453M

103 positions

#3Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $KKR $HUM $MAR $NEE

$124M

101 positions

#4Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $KKR $HUM $DHR

$156M

44 positions

#5White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$KKR $COP $MAR $HUM $DHR

$721M

145 positions

#6CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$MS $COP $HUM

$363M

102 positions

#7Quaker Wealth Management, LLCActive

Notable overlap · 6 shared positions

$KKR $COP $MAR $HUM $JHG $NSC

$320M

972 positions

#8Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$KKR $COP $HUM $SLV

$230M

21 positions

#9Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$MS $KKR $TMO

$255M

57 positions

#10Tandem Wealth Advisors LLCActive

Notable overlap · 7 shared positions

$MS $COP $MAR $ETN $TMO $PH

$224M

47 positions

#11APS Management Group, Inc.Passive

Notable overlap · 5 shared positions

$MS $KKR $MAR $COP $DHR

$117M

72 positions

#12VSM Wealth Advisory, LLCPassive

Notable overlap · 6 shared positions

$KKR $COP $MAR $HUM $CSX $ETN

$335M

505 positions

#13Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$KKR $COP $HUM $DHR

$300M

80 positions

#14YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $JHG

$248M

125 positions

#15Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$KKR $COP $HUM $DHR

$147M

13 positions

#16Capital Planning LLCActive

Notable overlap · 4 shared positions

$MS $HUM $MAR $TMO

$307M

82 positions

#17Montis Financial, LLCActive

Notable overlap · 5 shared positions

$KKR $COP $HUM $MS $SLV

$484M

150 positions

#18Financial Perspectives, IncPassive

Notable overlap · 4 shared positions

$KKR $HUM $MAR $MS

$358M

716 positions

#19Pointe Capital Management LLCPassive

Notable overlap · 4 shared positions

$KKR $COP $ADI $ORLY

$202M

153 positions

#20SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$272M

554 positions

#21Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$MS $HUM $KKR

$175M

20 positions

#22ProVise Management Group, LLCPassive

Notable overlap · 4 shared positions

$MS $HUM $COP $ADI

$1.4B

261 positions

#23Gratus Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $MAR $HUM $ADI $CSX

$691M

138 positions

#24Ariston Services GroupActive

Notable overlap · 7 shared positions

$KKR $HUM $PH $COP $TRV $TMO

$167M

71 positions

#25Provenance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $KKR $SHW

$945M

412 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.