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 Dunhill Financial,

13F Portfolio OverlapQ1 2026Dunhill Financial, portfolio →

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Most similar hedge funds by 13F overlap

Dunhill Financial, LLC is an institutional investor managing $424M across 1,857 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 Dunhill Financial, are Five Pine Wealth, DEFINE FINANCIAL,, Wrenne Financial Planning, with shared positions in $MKL, $SCHW, $DOV, $MAR, $HUM, $PFE. The full ranking of 25 similar funds is below.

#1Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$MKL $SCHW $DOV

$161M

47 positions

#2DEFINE FINANCIAL, LLCSmart money

Notable overlap · 3 shared positions

$MKL $SCHW $MAR

$184M

41 positions

#3Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$MKL $SCHW $HUM

$255M

49 positions

#4Hegarty Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $DOV $HUM

$127M

57 positions

#5Blankinship & Foster, LLCSmart money

Notable overlap · 3 shared positions

$MKL $HUM $PFE

$452M

75 positions

#6Glassman Wealth ServicesSmart money

Notable overlap · 5 shared positions

$MKL $HUM $MAR $SCHW $DOV

$736M

187 positions

#7MilWealth Group LLCSmart money

Notable overlap · 3 shared positions

$MKL $HUM $BAC

$420M

81 positions

#8CBIZ Investment Advisory Services, LLCSmart money

Notable overlap · 4 shared positions

$MKL $SCHW $MAR $BAC

$2.7B

415 positions

#9Compton Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MKL $BAC $HUM

$449M

85 positions

#10Forvis Mazars Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $EPAM $HUM

$5.3B

399 positions

#11LAM GROUP, INC.Passive

Notable overlap · 3 shared positions

$MKL $MAR $SCHW

$182M

136 positions

#12FC Advisory LLCActive

Notable overlap · 4 shared positions

$MKL $SCHW $DOV $HUM

$342M

115 positions

#13CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$MKL $MAR $HUM $DOV

$648M

134 positions

#14TL Private WealthSmart money

Notable overlap · 3 shared positions

$MKL $BAC $TXN

$253M

44 positions

#15Luminvest Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$MKL $HUM $SCHW

$382M

55 positions

#16Kestra Investment Management, LLCActive

Notable overlap · 3 shared positions

$MKL $TXN $SCHW

$5.8B

439 positions

#17VERITY Wealth AdvisorsActive

Notable overlap · 5 shared positions

$MKL $NOW $SCHW $EPAM $MAR

$150M

81 positions

#18Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $DOV $HUM

$151M

54 positions

#19Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$MKL $DOV $SCHW $HUM

$578M

118 positions

#20Diversified Trust CoActive

Notable overlap · 3 shared positions

$MKL $BAC $HUM

$5.4B

1,049 positions

#21Archvest Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $SCHW $HUM

$155M

74 positions

#22MEANS INVESTMENT CO., INC.Active

Notable overlap · 3 shared positions

$MKL $BAC $SCHW

$1.1B

212 positions

#23Addis & Hill, IncSmart money

Notable overlap · 3 shared positions

$MKL $TXN $DOV

$164M

27 positions

#24HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$MKL $SCHW $HUM

$280M

107 positions

#25Lanham O'Dell & Company, Inc.

Notable overlap · 3 shared positions

$MKL $DOV $EPAM

$347M

40 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.