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 DIXON FNANCIAL SERVICES,

13F Portfolio OverlapQ1 2026DIXON FNANCIAL SERVICES, portfolio →

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Most similar hedge funds by 13F overlap

DIXON FNANCIAL SERVICES, INC. is an institutional investor managing $247M across 48 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 DIXON FNANCIAL SERVICES, are Parkwoods Wealth Partners,, JACKSON THORNTON WEALTH ,, VESTIA PERSONAL WEALTH ADVISORS, with shared positions in $NKE, $MCK, $NEE, $GE, $MU, $ABNB. The full ranking of 25 similar funds is below.

#1Parkwoods Wealth Partners, LLCActive

Highly similar · 4 shared positions

$NKE $MCK $NEE $GE

$408M

111 positions

#2JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Substantial overlap · 5 shared positions

$NKE $MU $ABNB $NEE $GE

$1.1B

286 positions

#3VESTIA PERSONAL WEALTH ADVISORSActive

Substantial overlap · 3 shared positions

$NKE $NSC $WT

$213M

99 positions

#4Shearwater Capital LLCSmart money

Substantial overlap · 3 shared positions

$NKE $NSC $NEE

$191M

71 positions

#5Vistica Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$NKE $MU $NEE

$100M

49 positions

#6KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$NKE $NEE $GE

$522M

97 positions

#7DOPKINS WEALTH MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$NKE $NEE $GE

$249M

92 positions

#8PINNEY & SCOFIELD, INC.Active

Substantial overlap · 4 shared positions

$NKE $NSC $NEE $GE

$185M

243 positions

#9CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 5 shared positions

$NKE $MU $AMAT $DIS $NEE

$334M

70 positions

#10COGENT STRATEGIC WEALTH LLCActive

Substantial overlap · 5 shared positions

$NKE $ABNB $MU $NEE $GE

$97M

56 positions

#11Meritas Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$NKE $NSC $DIS $NEE

$221M

60 positions

#12Lauterbach Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$NKE $NEE $GE

$205M

79 positions

#13Oceanside Advisors LLCActive

Substantial overlap · 4 shared positions

$NKE $MU $NSC $NEE

$175M

53 positions

#14Planning Center, Inc.Smart money

Notable overlap · 3 shared positions

$NKE $NSC $NEE

$987M

78 positions

#15ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 3 shared positions

$NKE $NEE $NSC

$158M

125 positions

#16TCI Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$NKE $MCK $NEE

$1.9B

251 positions

#17FMB WEALTH MANAGEMENTActive

Notable overlap · 5 shared positions

$NKE $MU $AMGN $NSC $NEE

$242M

73 positions

#18Rather & Kittrell, Inc.Active

Notable overlap · 3 shared positions

$NKE $NSC $NEE

$648M

113 positions

#19Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$NKE $WT $DIS

$110M

64 positions

#20COWA, LLCActive

Notable overlap · 3 shared positions

$NKE $AMGN $WT

$371M

158 positions

#21McCartney Wealth Management LLCActive

Notable overlap · 4 shared positions

$NKE $NSC $WT $NEE

$119M

65 positions

#22LANDAAS & CO /WI /ADVActive

Notable overlap · 4 shared positions

$NKE $WT $NEE $DIS

$456M

130 positions

#23Evanson Asset Management, LLCActive

Notable overlap · 3 shared positions

$NKE $WT $NEE

$1.9B

321 positions

#24LAM GROUP, INC.Passive

Notable overlap · 4 shared positions

$NKE $AMGN $NSC $NEE

$182M

136 positions

#25Clarity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$NKE $WT $GE $DIS

$198M

290 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.