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Hedge Funds Similar to DV EQUITIES,

13F Portfolio OverlapQ4 2025DV EQUITIES, portfolio →
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Most similar hedge funds by 13F overlap

DV EQUITIES, LLC is an institutional investor managing $558M across 756 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DV EQUITIES, are XY Ltd, Drum Hill ,, Henry James International, with shared positions in $MUFG, $SHEL, $NVS, $TME, $NIO, $ERIC. The full ranking of 25 similar funds is below.

#1XY Capital LtdPassive
Notable overlap · 9 shared positions
$MUFG$SHEL$NVS$TME$NIO$ERIC
$101M
95 positions
#2Drum Hill Capital, LLCActive
Notable overlap · 4 shared positions
$USB$EQNR$SHEL$ERIC
$109M
46 positions
#3Henry James International Management Inc.Passive
Notable overlap · 7 shared positions
$NVS$MUFG$SONY$TME$ASML$NVO
$277M
94 positions
#4Foresight Global Investors, Inc.Smart money
Notable overlap · 4 shared positions
$NVO$SHEL$NVS$SONY
$154M
29 positions
#5SALT Holding Corp.Smart money
Notable overlap · 9 shared positions
$NVO$NVS$MT$ERIC$ASML$EQNR
$165M
24 positions
#6Pacer Advisors, Inc.Passive
Some overlap · 4 shared positions
$EQNR$NVS$SNY$SHEL
$38.8B
2,537 positions
#7Mondrian Investment Partners LTDActive
Some overlap · 5 shared positions
$SHEL$SAN$SNY$SONY$PLD
$6.7B
103 positions
#8Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$USB$MUFG$SONY$DHR
$47.8B
191 positions
#9Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$SHEL$NVS$NVO$ASML
$393M
31 positions
#10EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$USB$SHEL$SNY
$5.1B
71 positions
#11HARDING LOEVNER LPActive
Some overlap · 5 shared positions
$SHEL$SONY$ASML$NVS$BBVA
$9.7B
73 positions
#12Fisher Asset Management, LLCActive
Some overlap · 5 shared positions
$USB$ASML$SHEL$SONY$NVS
$294.9B
1,016 positions
#13Vanderbilt UniversityActive
Some overlap · 4 shared positions
$USB$TME$DHR$PLD
$526M
71 positions
#14OLD MISSION CAPITAL LLCActive
Some overlap · 5 shared positions
$USB$SNY$ASML$BUD$NIO
$6.3B
1,062 positions
#15Payne Capital LLCPassive
Some overlap · 3 shared positions
$USB$SHEL$NVS
$109M
55 positions
#16TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SHEL$SAN$MUFG$NVS
$5.1B
179 positions
#17ATLas Financial Planning LLCActive
Some overlap · 3 shared positions
$USB$SAN$DHR
$112M
69 positions
#18AUGUSTINE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$SHEL$MUFG$ASML$SNY$SMFG
$444M
112 positions
#19Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$USB$SHEL$ARGX
$192M
70 positions
#20Thomasville National Bank
Some overlap · 3 shared positions
$USB$SHEL$ASML
$1.6B
235 positions
#21CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$USB$ASML$NVO
$1.4B
80 positions
#22Limestone Investment Advisors LPActive
Some overlap · 5 shared positions
$SHEL$ASML$NVO$BEKE$JD
$1.2B
399 positions
#23Point Nemo Capital, LLCPassive
Some overlap · 3 shared positions
$USB$ASML$BBVA
$152M
80 positions
#24INTREPID FAMILY OFFICE LLCActive
Some overlap · 3 shared positions
$SHEL$TME$ASML
$124M
38 positions
#25Nearwater Capital Markets, LtdPassive
Some overlap · 3 shared positions
$USB$DHR$TME
$4.2B
82 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.