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 DHJJ Financial Advisors, Ltd.

13F Portfolio OverlapQ1 2026DHJJ Financial Advisors, Ltd. portfolio →

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Most similar hedge funds by 13F overlap

DHJJ Financial Advisors, Ltd. is an institutional investor managing $302M across 1,081 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 DHJJ Financial Advisors, Ltd. are PMG Wealth ,, Avant, CASTLEKEEP INVESTMENT ADVISORS, with shared positions in $HUM, $WT, $AGQ, $UPS, $MCD, $SNOW. The full ranking of 25 similar funds is below.

#1PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $AGQ

$139M

59 positions

#2Avant Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $AGQ

$142M

76 positions

#3CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $UPS $MCD

$184M

66 positions

#4Vigilare Wealth ManagementActive

Notable overlap · 4 shared positions

$WT $HUM $AGQ $SNOW

$296M

109 positions

#5Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $AGQ $OTIS

$116M

80 positions

#6Noble Family Wealth, LLCActive

Notable overlap · 5 shared positions

$HUM $WT $SNOW $UPS $MCD

$484M

76 positions

#7Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$HUM $WT $SNOW

$227M

74 positions

#8Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$HUM $WT $SNOW

$104M

20 positions

#9Kraft, Davis & Associates, LLCPassive

Some overlap · 4 shared positions

$HUM $AGQ $WT $OTIS

$469M

151 positions

#10RATIONAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$HUM $WT $USB

$980M

179 positions

#11Yoder Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$HUM $WT $USB

$219M

124 positions

#12Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$HUM $WT $USB

$405M

298 positions

#13GreatBanc Trust COActive

Some overlap · 3 shared positions

$HUM $WT $MCD

$143M

67 positions

#14Axis Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $SNOW $MCD $USB

$188M

174 positions

#15Fortis Advisors, LLCPassive

Some overlap · 5 shared positions

$HUM $AGQ $UPS $SNOW $USB

$200M

119 positions

#16OPTIMA CAPITAL LLCPassive

Some overlap · 4 shared positions

$WT $HUM $SNOW $MCD

$215M

159 positions

#17Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$WT $HUM $AGQ $GDDY

$930M

373 positions

#18Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$WT $HUM $MCD $USB

$365M

111 positions

#19Jackson, Grant Investment Advisers, Inc.Active

Some overlap · 4 shared positions

$HUM $AGQ $MCD $SNOW

$300M

398 positions

#20TD Capital Management LLCActive

Some overlap · 3 shared positions

$HUM $WT $SNOW

$1.1B

853 positions

#21Plotkin Financial Advisors, LLCActive

Some overlap · 4 shared positions

$HUM $AGQ $OTIS $USB

$199M

100 positions

#22ROBINSON SMITH WEALTH ADVISORS LLCActive

Some overlap · 4 shared positions

$WT $HUM $SNOW $OTIS

$148M

84 positions

#23Cascades Capital Asset Management, LLCPassive

Some overlap · 3 shared positions

$HUM $WT $MCD

$239M

158 positions

#24CRA Financial Services, LLCPassive

Some overlap · 3 shared positions

$WT $HUM $USB

$770M

296 positions

#25Opus Financial Solutions LLCPassive

Some overlap · 3 shared positions

$HUM $WT $SNOW

$106M

103 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.