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 DMKC Advisory Services,

13F Portfolio OverlapQ1 2026DMKC Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

DMKC Advisory Services, LLC is an institutional investor managing $530M across 92 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 DMKC Advisory Services, are Allied Investment Advisors,, American Assets Investment ,, Rayburn West Financial Services, with shared positions in $DE, $WFC, $BAC, $USB, $MMM, $TTE. The full ranking of 25 similar funds is below.

#1Allied Investment Advisors, LLCActive

Substantial overlap · 18 shared positions

$DE $WFC $BAC $USB $MMM $TTE

$697M

100 positions

#2American Assets Investment Management, LLCActive

Notable overlap · 7 shared positions

$BAC $WFC $SHEL $C $USB $TTE

$1.5B

146 positions

#3Rayburn West Financial Services LLCActive

Notable overlap · 9 shared positions

$BAC $DE $LMT $SYY $TGT $C

$170M

82 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$USB $FDX $LMT $BAC $TGT $WFC

$1.4B

56 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$USB $WFC $LMT $FDX $TGT $LOW

$1.1B

105 positions

#6EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$USB $WFC $TTE $SHEL $TGT $MDT

$5.1B

71 positions

#7Blume Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$BAC $WFC $FDX $USB $PFE $C

$588M

337 positions

#8HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$USB $SHEL $FDX $WFC $MDT $C

$32.4B

465 positions

#9Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$DE $CMI $WFC $SHEL

$393M

31 positions

#10Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 4 shared positions

$BAC $DE $LMT $C

$520M

30 positions

#11NEW ENGLAND ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$WFC $BAC $SYY $USB $SHEL $LMT

$786M

99 positions

#12FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$USB $HUM $LMT $LOW $MDT $SYY

$354M

66 positions

#13DAILY JOURNAL CORPSmart money

Notable overlap · 3 shared positions

$BAC $WFC $USB

$241M

4 positions

#14Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$BAC $FDX $SYY $TGT $ETN $C

$267M

33 positions

#15Integras Partners LLCPassive

Notable overlap · 5 shared positions

$USB $CMI $LMT $SYY $HUM

$152M

69 positions

#16PATRICK M SWEENEY & ASSOCIATES, INCPassive

Notable overlap · 7 shared positions

$BAC $ABT $PFE $ETN $DE $CMI

$156M

164 positions

#17Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 4 shared positions

$DE $USB $LMT $PFE

$942M

33 positions

#18Creegan & Nassoura Financial Group, LLC

Notable overlap · 8 shared positions

$DE $MMM $PFE $MDT $ETN $FDX

$154M

78 positions

#19Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$PFG $MMM $LMT $SYY $PFE $LOW

$200M

53 positions

#20BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$BAC $DE $LMT $ABT $LOW $WFC

$2.3B

264 positions

#21Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$BAC $WFC $PFE $LMT $C

$202M

72 positions

#22Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 5 shared positions

$DE $WFC $SYY $PFE $OTIS

$974M

782 positions

#23Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$DE $USB $LMT $ETN

$184M

32 positions

#24Brookmont Capital ManagementSmart money

Notable overlap · 5 shared positions

$WFC $USB $SHEL $BAC $ABT

$179M

59 positions

#25SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$BAC $WFC $PFE $MDT $C

$3.0B

40 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.