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Hedge Funds Similar to Dynamic Wealth Strategies

13F Portfolio OverlapQ2 2026Dynamic Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Dynamic Wealth Strategies, LLC is an institutional investor managing $188M across 291 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Dynamic Wealth Strategies are Karani Asset, Sunstone Asset, Shoker Investment Counsel, with shared positions in $ADI, $KLAC, $SNPS, $NOW, $TXN, $TRV. The full ranking of 25 similar funds is below.

#1Karani Asset Management LLCPassive
Some overlap · 7 shared positions
$ADI$KLAC$SNPS$NOW$TXN$TRV
$139M
57 positions
#2Sunstone Asset Management, L.P.Passive
Some overlap · 5 shared positions
$SNPS$ADI$KLAC$NOW$ANET
$92M
57 positions
#3Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$ADI$LMT$KLAC$GILD$TXN
$398M
113 positions
#4Leelyn Smith, LLCActive
Some overlap · 6 shared positions
$ADI$KLAC$TMO$TXN$SCHW$ANET
$822M
157 positions
#5Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$SNPS$LMT$NOW$TMO$TXN
$358M
74 positions
#6Talbot Financial, LLCActive
Some overlap · 6 shared positions
$SNPS$TRV$TMO$NOW$SCHW$CRM
$1.4B
71 positions
#7Front Row Advisors LLCPassive
Some overlap · 6 shared positions
$ADI$SNPS$TMO$FTNT$ANET$CME
$345M
576 positions
#8Railway Pension Investments LtdActive
Some overlap · 6 shared positions
$GILD$KLAC$TMO$TXN$ADI$ANET
$8.0B
102 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$SNPS$LMT$TMO$FTNT$CRM
$124M
100 positions
#10Canoe Financial LPActive
Some overlap · 5 shared positions
$ADI$LMT$TMO$TXN$CME
$8.1B
110 positions
#11Nearwater Capital Markets, LtdActive
Some overlap · 5 shared positions
$SNPS$COF$TXN$TMO$ANET
$5.8B
100 positions
#12AIGEN INVESTMENT MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$GILD$COF$LMT$TXN$TMO$FTNT
$366M
517 positions
#13OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$SNPS$KLAC$LMT$SCHW$GILD
$1.8B
139 positions
#14Aviance Capital Partners, LLCPassive
Some overlap · 6 shared positions
$TRV$LMT$TMO$SCHW$KLAC$ANET
$963M
388 positions
#15Oribel Capital Management, LPPassive
Some overlap · 5 shared positions
$ADI$NOW$BWA$TXN$CRM
$3.3B
143 positions
#16KEYVANTAGE WEALTH, LLCActive
Some overlap · 5 shared positions
$GILD$KLAC$LMT$SCHW$ADI
$264M
96 positions
#17Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$ADI$KLAC$TXN$FTNT$ANET
$181M
73 positions
#18CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$SNPS$LMT$KLAC$COF
$1.3B
88 positions
#19MIROVAActive
Some overlap · 4 shared positions
$SNPS$KLAC$NOW$TMO
$2.7B
185 positions
#20Phraction Management LLCActive
Some overlap · 4 shared positions
$SNPS$ADI$TMO$TXN
$596M
66 positions
#21Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$LMT$KLAC$NOW$SCHW$CRM
$762M
267 positions
#22Goodman Advisory Group, LLCActive
Some overlap · 5 shared positions
$SNPS$NOW$TXN$ANET$CME
$435M
69 positions
#23Midwest Professional Planners, LTD.Passive
Some overlap · 5 shared positions
$LMT$COF$KLAC$ADI$ANET
$510M
131 positions
#24UNITED BANKActive
Some overlap · 5 shared positions
$KLAC$GILD$LMT$TXN$CME
$853M
130 positions
#25Quintet Private Bank (Europe) S.A.Active
Some overlap · 4 shared positions
$SNPS$KLAC$NOW$TMO
$1.6B
196 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.