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Hedge Funds Similar to Delta Accumulation,

13F Portfolio OverlapQ1 2026Delta Accumulation, portfolio →
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Most similar hedge funds by 13F overlap

Delta Accumulation, LLC is an institutional investor managing $1.2B across 87 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 Delta Accumulation, are KAHN BROTHERS GROUP, Spectrum Financial Alliance Ltd, Skyview Financial Group, with shared positions in $C, $BAC, $BMY, $BA, $CAH, $HCA. The full ranking of 25 similar funds is below.

#1KAHN BROTHERS GROUP INCActive
Notable overlap · 3 shared positions
$C$BAC$BMY
$564M
48 positions
#2Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$C$BAC$BA
$520M
30 positions
#3Skyview Financial Group LLC
Notable overlap · 5 shared positions
$CAH$C$HCA$BA$BMY
$97M
57 positions
#4Cambridge Financial Group, Inc.Active
Notable overlap · 5 shared positions
$CAH$COR$C$BAC$BA
$267M
33 positions
#5Axecap Investments, LLCPassive
Notable overlap · 4 shared positions
$__PARK_1390777$C$CAH$COR
$145M
69 positions
#6CERTUITY, LLCPassive
Notable overlap · 4 shared positions
$C$BAC$BA$BMY
$1.5B
659 positions
#7Matthew Goff Investment Advisor, LLCPassive
Notable overlap · 3 shared positions
$__PARK_1390777$BAC$C
$600M
107 positions
#8Huber Capital Management LLCPassive
Some overlap · 3 shared positions
$C$BAC$DG
$647M
99 positions
#9Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$C$BAC$ABNB
$588M
337 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$C$CMI$GIS
$220M
148 positions
#11LEVIN CAPITAL STRATEGIES, L.P.Passive
Some overlap · 4 shared positions
$__PARK_1390777$BAC$C$BA
$1.3B
232 positions
#12BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$__PARK_1390777$BAC$C
$176M
78 positions
#13SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$C$BAC$BA
$3.0B
40 positions
#14SHAYNE & JACOBS, LLCActive
Some overlap · 4 shared positions
$HCA$__PARK_1390777$BAC$BMY
$324M
94 positions
#15DMKC Advisory Services, LLCPassive
Some overlap · 3 shared positions
$CMI$BAC$C
$240M
84 positions
#16Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$C$BAC$CMI$BMY
$223M
109 positions
#17BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$C$BAC$BA
$578M
108 positions
#18Live Oak Private Wealth LLCPassive
Some overlap · 3 shared positions
$BAC$HCA$BA
$717M
207 positions
#19AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$__PARK_1390777$BAC$C
$696M
176 positions
#20Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$C$BAC$DG
$715M
70 positions
#21Viewpoint Capital Management LLCActive
Some overlap · 3 shared positions
$C$BAC$BMY
$214M
135 positions
#22Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$COR$CMI$DG
$2.4B
291 positions
#23apricus wealth, LLCPassive
Some overlap · 3 shared positions
$C$BAC$ABNB
$205M
120 positions
#24RE ADVISERS CORPActive
Some overlap · 3 shared positions
$C$BAC$BA
$3.7B
111 positions
#25Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$C$BAC$CMI
$231M
98 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.