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 Dentgroup

13F Portfolio OverlapQ4 2025Dentgroup portfolio →

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Most similar hedge funds by 13F overlap

Dentgroup LLC is an institutional investor managing $146M across 93 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 Dentgroup are Asempa Wealth Advisors, Brightwater Advisory, Sandbox Financial Partners,, with shared positions in $LEN, $SE, $HUM, $DHR, $MDLZ, $UNIT. The full ranking of 25 similar funds is below.

#1Asempa Wealth AdvisorsPassive

Notable overlap · 10 shared positions

$LEN $SE $HUM $DHR $MDLZ $UNIT

$115M

115 positions

#2Brightwater Advisory LLCActive

Notable overlap · 7 shared positions

$LEN $HUM $MDY $AFL $KKR $UNIT

$151M

60 positions

#3Sandbox Financial Partners, LLCActive

Notable overlap · 5 shared positions

$LEN $HUM $MDLZ $SNOW $KKR

$356M

117 positions

#4Midwestern Financial, LLC /IAActive

Notable overlap · 4 shared positions

$LEN $HUM $UNIT $MAR

$127M

54 positions

#5Creekside PartnersPassive

Notable overlap · 5 shared positions

$HUM $SE $UNIT $MKL $KKR

$243M

183 positions

#6CURTIS WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$LEN $SE $MDLZ $IAU

$107M

50 positions

#7Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$HUM $UNIT $DHR $MKL $MDY $IAU

$480M

160 positions

#8KDT Advisors, LLCPassive

Notable overlap · 6 shared positions

$HUM $UNIT $MKL $DHR $LEN $KKR

$63M

69 positions

#9Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$HUM $DHR $SE $MDLZ $IAU

$120M

84 positions

#10Leo H. Evart, Inc.Passive

Notable overlap · 6 shared positions

$HUM $DHR $UNIT $KKR $SNOW $MAR

$117M

298 positions

#11LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$HUM $DHR $MKL $MDY $SNOW $MAR

$1.0B

232 positions

#12Junk Investment Group, LLCPassive

Notable overlap · 6 shared positions

$HUM $UNIT $MKL $KKR $MDY $MAR

$191M

88 positions

#13Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $DHR $UNIT $KKR $IAU

$98M

68 positions

#14Arcadia Wealth Management, LLCActive

Some overlap · 5 shared positions

$LEN $SE $SNOW $IAU $MDLZ

$276M

67 positions

#15Merited Wealth, LLCPassive

Some overlap · 4 shared positions

$LEN $UNIT $SE $KKR

$121M

79 positions

#16White Lighthouse Investment Management Inc.Active

Some overlap · 8 shared positions

$HUM $DHR $UNIT $KKR $SNOW $MAR

$721M

145 positions

#17Aznar Financial Advisors, LLC

Some overlap · 4 shared positions

$HUM $DHR $SE $IAU

$104M

31 positions

#18Long Island Wealth Management, Inc.Active

Some overlap · 5 shared positions

$LEN $MKL $HUM $MAR $SNOW

$216M

89 positions

#19NewCorp Financial Services, Inc.Active

Some overlap · 4 shared positions

$LEN $HUM $SNOW $AFL

$115M

50 positions

#20Juno Financial Group LLCActive

Some overlap · 4 shared positions

$HUM $SE $DHR $KKR

$255M

70 positions

#21Stokes Family Office, LLCPassive

Some overlap · 6 shared positions

$HUM $SE $KKR $UNIT $MDLZ $IAU

$969M

276 positions

#22Windward Private Wealth Management Inc.Smart money

Some overlap · 5 shared positions

$HUM $DHR $UNIT $SNOW $SE

$289M

44 positions

#23Clarendon Private LLCPassive

Some overlap · 4 shared positions

$LEN $SE $MDY $MKL

$130M

119 positions

#24WARNER FINANCIAL, INCActive

Some overlap · 5 shared positions

$HUM $UNIT $MKL $KKR $MDY

$292M

135 positions

#25Grove Street Fiduciary, LLCActive

Some overlap · 5 shared positions

$HUM $UNIT $MKL $SNOW $MAR

$227M

74 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.