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Hedge Funds Similar to DRAVO BAY

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

DRAVO BAY LLC is an institutional investor managing $246M across 54 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 DRAVO BAY are K2 Financial, ASPIRIANT,, Vannoy Advisory Group,, with shared positions in $DDOG, $UNIT, $SNOW, $GMM, $SNPS, $CTVA. The full ranking of 25 similar funds is below.

#1K2 Financial Inc.Passive
Notable overlap · 6 shared positions
$DDOG$UNIT$SNOW$GMM$SNPS$CTVA
$138M
59 positions
#2ASPIRIANT, LLCActive
Notable overlap · 3 shared positions
$DDOG$UNIT$CTVA
$3.5B
338 positions
#3Vannoy Advisory Group, Inc.Smart money
Notable overlap · 3 shared positions
$DDOG$UNIT$KKR
$158M
28 positions
#4Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$UNIT$KKR
$488M
115 positions
#5Altiora Financial Group, LLCActive
Notable overlap · 4 shared positions
$DDOG$CTVA$SNOW$UNIT
$607M
110 positions
#6Schiavi & Co LLCSmart money
Notable overlap · 4 shared positions
$DDOG$SNOW$CTVA$KKR
$337M
50 positions
#7RCS Financial Planning, LLCPassive
Notable overlap · 4 shared positions
$DDOG$GMM$SNOW$UNIT
$193M
98 positions
#8GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$DDOG$UNIT$CTVA$SNOW
$212M
87 positions
#9Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$DDOG$DRI$SNPS
$341M
113 positions
#10Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$DDOG$SNOW$KKR$UNIT
$335M
104 positions
#11Mustard Seed Financial, LLCPassive
Notable overlap · 4 shared positions
$DDOG$UNIT$SNOW$KKR
$167M
92 positions
#12Gutierrez Wealth Advisory, LLCActive
Notable overlap · 3 shared positions
$DDOG$SNOW$DE
$161M
70 positions
#13Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$DDOG$KKR$SNOW
$341M
64 positions
#14Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DDOG$UNIT$SNOW
$1.5B
686 positions
#15Level Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$DDOG$GMM$KKR
$213M
67 positions
#16Colony Family Offices, LLCActive
Notable overlap · 3 shared positions
$DDOG$KKR$UNIT
$406M
62 positions
#17AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 4 shared positions
$DDOG$UNIT$GMM$SNPS
$206M
97 positions
#18Lutz Financial Services LLCActive
Notable overlap · 4 shared positions
$DDOG$UNIT$CTVA$GMM
$1.5B
100 positions
#19Global Strategic Investment Solutions, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$KKR
$1.0B
145 positions
#20Sentinel Dome Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$SNOW
$105M
29 positions
#21Brooklyn FI, LLCActive
Some overlap · 4 shared positions
$DDOG$UNIT$CTVA$GMM
$476M
78 positions
#22Keystone Global Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$KKR$SNOW
$225M
54 positions
#23Newton One Investments LLCActive
Some overlap · 5 shared positions
$DDOG$UNIT$SNOW$DE$KKR
$368M
121 positions
#24TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 5 shared positions
$DDOG$CTVA$SNOW$UNIT$GMM
$26.0B
702 positions
#25San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$DDOG$UNIT$SNOW
$604M
175 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.