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Hedge Funds Similar to Drake & Associates

13F Portfolio OverlapQ2 2026Drake & Associates portfolio →
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Most similar hedge funds by 13F overlap

Drake & Associates, LLC is an institutional investor managing $594M across 108 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Drake & Associates are Dogwood Wealth, Ferguson Shapiro, Guild Investment, with shared positions in $OUNZ, $CRWD, $ASML, $WELL, $WM, $TDG. The full ranking of 25 similar funds is below.

#1Dogwood Wealth Management LLCPassive
Notable overlap · 7 shared positions
$OUNZ$CRWD$ASML$WELL$WM$TDG
$253M
851 positions
#2Ferguson Shapiro LLCActive
Notable overlap · 3 shared positions
$OUNZ$LIN$DUK
$342M
91 positions
#3Guild Investment Management, Inc.Passive
Some overlap · 3 shared positions
$OUNZ$ASML$CRWD
$146M
59 positions
#4Asset One Wealth Management LLCPassive
Some overlap · 4 shared positions
$OUNZ$WM$ASML$DUK
$948M
347 positions
#5RDA Financial NetworkPassive
Some overlap · 6 shared positions
$OUNZ$CRWD$WM$ASML$WELL$TDG
$459M
286 positions
#6LANDAAS & CO /WI /ADVSmart money
Some overlap · 5 shared positions
$WEC$ASML$LIN$ABT$BMO
$550M
149 positions
#7Hemenway Trust Co LLCActive
Some overlap · 6 shared positions
$ROK$CRWD$WM$ABT$WCN$ASML
$1.4B
135 positions
#8MAIRS & POWER INCActive
Some overlap · 4 shared positions
$WEC$ROK$WM$ABT
$10.9B
254 positions
#9Ellenbecker Investment GroupSmart money
Some overlap · 4 shared positions
$WEC$ROK$CRWD$BMO
$860M
149 positions
#10LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$ROK$CRWD$WM$ASML$DUK
$213M
124 positions
#11CIDEL ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$WEC$ASML$ABT$BMO$WCN
$2.1B
480 positions
#12Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$WEC$WM$WELL$LIN
$253M
63 positions
#13Thomasville National BankPassive
Some overlap · 4 shared positions
$WEC$CRWD$ASML$DUK
$1.8B
241 positions
#14Saturna Capital CORPActive
Some overlap · 5 shared positions
$ROK$WM$ASML$LIN$ABT
$8.2B
140 positions
#15Elefante Mark BActive
Some overlap · 5 shared positions
$ROK$CRWD$ASML$ABT$WCN
$232M
60 positions
#16KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$CRWD$WM$ASML$LIN$RSG
$351M
166 positions
#17MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$WEC$WM$ASML$LIN
$272M
149 positions
#18SOMERVILLE KURT FActive
Some overlap · 5 shared positions
$ROK$CRWD$ASML$ABT$WCN
$419M
97 positions
#19Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$CRWD$WM$ASML$WELL$ABT
$1.6B
184 positions
#20THOMAS STORY & SON LLCActive
Slight overlap · 4 shared positions
$WEC$ASML$ABT$LIN
$283M
53 positions
#21L. Roy Papp & Associates, LLPPassive
Slight overlap · 5 shared positions
$ROK$LIN$AME$WM$WCN
$951M
193 positions
#22Vertrix Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$CRWD$WM$LIN$DUK$ABT
$297M
103 positions
#23Trium Capital LLPActive
Slight overlap · 5 shared positions
$ROK$LIN$RSG$WM$WCN
$163M
53 positions
#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$WM$ASML$LIN$DUK$ABT
$8.0B
1,334 positions
#25Tandem Investment Advisors, Inc.Passive
Slight overlap · 4 shared positions
$WEC$RSG$ABT$WCN
$1.5B
68 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.