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 Drake & Associates,

13F Portfolio OverlapQ1 2026Drake & Associates, portfolio →

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Most similar hedge funds by 13F overlap

Drake & Associates, LLC is an institutional investor managing $525M across 97 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 Drake & Associates, are Three Cord True Wealth ,, Tower Wealth Partners,, Dogwood Wealth, with shared positions in $JHG, $AMN, $OUNZ, $SHOP, $DUK, $WELL. The full ranking of 25 similar funds is below.

#1Three Cord True Wealth Management, LLCSmart money

Substantial overlap · 4 shared positions

$JHG $AMN $OUNZ $SHOP

$180M

39 positions

#2Tower Wealth Partners, Inc.Active

Notable overlap · 4 shared positions

$JHG $SHOP $OUNZ $AMN

$181M

87 positions

#3Dogwood Wealth Management LLCPassive

Notable overlap · 6 shared positions

$OUNZ $AMN $JHG $DUK $WELL $GE

$230M

860 positions

#4Flaharty Asset Management, LLCActive

Notable overlap · 3 shared positions

$JHG $AMN $DHR

$806M

133 positions

#5MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$JHG $AMN $GE

$824M

231 positions

#6Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $SHOP $DUK

$157M

103 positions

#7Financial Enhancement Group LLCPassive

Notable overlap · 4 shared positions

$JHG $KR $DHR $LIN

$807M

135 positions

#8First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $DUK $GE

$122M

80 positions

#9TRAPHAGEN INVESTMENT ADVISORS LLCActive

Notable overlap · 4 shared positions

$JHG $PEG $GE $AMN

$1.2B

207 positions

#10NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $AMN $LIN

$777M

112 positions

#11Dynamic Financial GroupActive

Notable overlap · 3 shared positions

$JHG $GE $LIN

$122M

69 positions

#12Bucket List Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $OUNZ $JHG $GE

$166M

57 positions

#13Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $AMN $GE

$150M

134 positions

#14IVC Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$JHG $AME $RSG

$230M

173 positions

#15VOISARD ASSET MANAGEMENT GROUP, INC.Active

Notable overlap · 4 shared positions

$AMN $JHG $GE $DHR

$469M

104 positions

#16Signature Wealth Management Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $AME $PEG

$199M

116 positions

#17Bowman & Co S.C.

Notable overlap · 3 shared positions

$AMN $JHG $MDT

$237M

118 positions

#18WESPAC Advisors SoCal, LLCPassive

Notable overlap · 4 shared positions

$JHG $AMN $WELL $GE

$470M

119 positions

#19VISIONARY HORIZONS, LLCPassive

Some overlap · 3 shared positions

$AMN $DUK $MDT

$203M

128 positions

#20Objectivity Squared, LLCActive

Some overlap · 3 shared positions

$AMN $SHOP $DUK

$159M

55 positions

#21COGENT STRATEGIC WEALTH LLCActive

Some overlap · 3 shared positions

$AMN $GE $DHR

$97M

56 positions

#22Pine Harbor Wealth Management, LLCActive

Some overlap · 3 shared positions

$AMN $JHG $DUK

$334M

102 positions

#23Banco BTG Pactual S.A.Passive

Some overlap · 3 shared positions

$JHG $WELL $OUNZ

$1.1B

185 positions

#24Nvest Wealth Strategies, Inc.Active

Some overlap · 3 shared positions

$AMN $SHOP $GE

$143M

395 positions

#25Modern Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $OUNZ $AMN

$5.8B

877 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.