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 DBK Financial Counsel,

13F Portfolio OverlapQ1 2026DBK Financial Counsel, portfolio →

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Most similar hedge funds by 13F overlap

DBK Financial Counsel, LLC is an institutional investor managing $132M across 59 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 DBK Financial Counsel, are Andrews Advisory Associates,, Burk, Fonville Wealth, with shared positions in $AMN, $SNOW, $HUM, $IAU, $SCHW, $NKE. The full ranking of 25 similar funds is below.

#1Andrews Advisory Associates, LLCActive

Notable overlap · 6 shared positions

$AMN $SNOW $HUM $IAU $SCHW $NKE

$190M

82 positions

#2Burk Holdings LLCPassive

Notable overlap · 6 shared positions

$AMN $SNOW $HUM $IAU $SCHW $NKE

$233M

676 positions

#3Fonville Wealth Management LLCPassive

Notable overlap · 6 shared positions

$AMN $SNOW $HUM $SCHW $NKE $IAU

$525M

138 positions

#4Tillman Hartley LLCActive

Notable overlap · 5 shared positions

$AMN $SNOW $SCHW $IAU $NKE

$398M

88 positions

#5Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$AMN $SNOW $HUM $IAU

$126M

74 positions

#6DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$AMN $SNOW $SCHW $HUM $IAU $NKE

$249M

92 positions

#7WealthCollab, LLCPassive

Notable overlap · 5 shared positions

$AMN $SNOW $SCHW $IAU $NKE

$243M

977 positions

#8Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$AMN $SNOW $SCHW $IAU $NKE

$228M

72 positions

#9Frankly Finances, LLCActive

Notable overlap · 5 shared positions

$AMN $SNOW $SCHW $IAU $NKE

$110M

64 positions

#10Austin Asset Management Co IncSmart money

Notable overlap · 5 shared positions

$AMN $SNOW $SCHW $NKE $IAU

$608M

85 positions

#11Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 5 shared positions

$AMN $SNOW $IAU $NKE $SCHW

$931M

518 positions

#12Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$AMN $SNOW $IAU $HUM

$482M

135 positions

#13Team Hewins, LLCSmart money

Notable overlap · 4 shared positions

$AMN $SNOW $HUM $NKE

$337M

41 positions

#14Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$AMN $SNOW $HUM

$520M

91 positions

#15Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $AMN $HUM $SCHW $IAU

$745M

219 positions

#16MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $IAU

$508M

88 positions

#17Passive Capital Management, LLC.Active

Some overlap · 4 shared positions

$AMN $SNOW $SCHW $NKE

$335M

104 positions

#18ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$AMN $SNOW $SCHW

$197M

204 positions

#19Planned Solutions, Inc.Active

Some overlap · 4 shared positions

$AMN $SNOW $HUM $ANET

$306M

139 positions

#20Holcombe Financial, Inc.Active

Some overlap · 3 shared positions

$AMN $SNOW $TME

$170M

49 positions

#21Heritage Financial Services, LLC

Some overlap · 3 shared positions

$AMN $SNOW $HUM

$1.2B

126 positions

#22McCartney Wealth Management LLCActive

Some overlap · 3 shared positions

$AMN $SNOW $NKE

$119M

65 positions

#23BWM Planning, LLCActive

Some overlap · 3 shared positions

$AMN $SNOW $NKE

$379M

87 positions

#24BetterWealth, LLCSmart money

Some overlap · 3 shared positions

$AMN $SNOW $HUM

$510M

85 positions

#25High Probability Advisors, LLCActive

Some overlap · 3 shared positions

$AMN $SNOW $IAU

$781M

67 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.