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Hedge Funds Similar to DGS

13F Portfolio OverlapQ1 2026DGS portfolio →
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Most similar hedge funds by 13F overlap

DGS Capital Management, LLC is an institutional investor managing $609M across 629 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 DGS are JMN Financial, MARK SHEPTOFF FINANCIAL PLANNING, Legacy Bridge, with shared positions in $CLS, $FHI, $SKM, $DAC, $PRG, $NVS. The full ranking of 25 similar funds is below.

#1JMN Financial LLCPassive
Some overlap · 11 shared positions
$CLS$FHI$SKM$DAC$PRG$NVS
$129M
229 positions
#2MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$PLTR$CLS$NVS
$188M
513 positions
#3Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$PLTR$CLS$ASML
$324M
322 positions
#4Harvest Portfolios Group Inc.Active
Some overlap · 3 shared positions
$PLTR$COIN$NVS
$7.1B
267 positions
#5Kendall Capital ManagementPassive
Some overlap · 4 shared positions
$CLS$FHI$UNM$GSK
$600M
236 positions
#6CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PLTR$CLS$ASML
$78M
44 positions
#7Norris Financial Group, LLCPassive
Some overlap · 3 shared positions
$CLS$COIN$PLTR
$251M
82 positions
#8Centric Wealth ManagementPassive
Some overlap · 3 shared positions
$COIN$PLTR$EVR
$643M
209 positions
#9Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$CLS$PLTR$HCA
$248M
55 positions
#10CMT Capital Markets Trading GmbHActive
Some overlap · 3 shared positions
$PLTR$COIN$ASML
$11.8B
385 positions
#11Global Trust Asset Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$CLS$ASML
$320M
463 positions
#12Toroso Investments, LLCPassive
Some overlap · 3 shared positions
$PLTR$COIN$ASML
$57.8B
2,594 positions
#13Faithward Advisors, LLCPassive
Slight overlap · 3 shared positions
$PLTR$ASML$UI
$819M
339 positions
#14MADDEN SECURITIES CorpPassive
Slight overlap · 3 shared positions
$PLTR$GSK$ASML
$360M
118 positions
#15Ariadne Wealth Management, LPPassive
Slight overlap · 4 shared positions
$PLTR$NVS$GM$ASML
$226M
254 positions
#16Tacita Capital IncPassive
Slight overlap · 3 shared positions
$CLS$FTS$MGA
$184M
214 positions
#17Euro Pacific Asset Management, LLCActive
Slight overlap · 5 shared positions
$SKM$NVS$GSK$ASML$BHP
$880M
96 positions
#18Triasima Portfolio Management inc.Passive
Slight overlap · 3 shared positions
$CLS$FTS$MGA
$740M
127 positions
#19MUFG SECURITIES (CANADA), LTD.Active
Slight overlap · 3 shared positions
$CLS$FTS$MGA
$3.7B
43 positions
#20Financial Planning Navigators CORPActive
Slight overlap · 3 shared positions
$PLTR$NVS$ASML
$267M
70 positions
#21DRW Securities, LLCPassive
Slight overlap · 3 shared positions
$PLTR$ASML$GSK
$4.1B
928 positions
#22Promethos Capital, LLCActive
Slight overlap · 4 shared positions
$SKM$NVS$ASML$KB
$368M
54 positions
#23Destiny Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$PLTR$HCA$TSEM
$709M
186 positions
#24Quadrature Capital LtdPassive
Slight overlap · 3 shared positions
$PLTR$CLS$ASML
$11.7B
1,542 positions
#25Bayesian Capital Management, LPPassive
Slight overlap · 3 shared positions
$PLTR$GM$ASML
$156M
223 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.