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Hedge Funds Similar to DAYMARK WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026DAYMARK WEALTH PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

DAYMARK WEALTH PARTNERS, LLC is an institutional investor managing $3.2B across 739 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 DAYMARK WEALTH PARTNERS, are Wilkinson Global Asset, IAM Advisory,, Tamar Securities,, with shared positions in $SHW, $AMGN, $PGR, $PH, $USB, $PNC. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$SHW$AMGN$PGR$PH
$1.3B
60 positions
#2IAM Advisory, LLCActive
Some overlap · 5 shared positions
$SHW$AMGN$USB$PNC$PANW
$446M
95 positions
#3Tamar Securities, LLCActive
Some overlap · 3 shared positions
$SHW$AMGN$PWR
$934M
91 positions
#4CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$SHW$PGR$IBM$PH
$4.3B
280 positions
#5JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$AMGN$SHW$PGR$SYK
$696M
70 positions
#6David R. Rahn & Associates Inc.Passive
Some overlap · 3 shared positions
$SHW$AMGN$USB
$354M
122 positions
#7ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 4 shared positions
$AMGN$SHW$IBM$MMM
$155M
150 positions
#8DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Some overlap · 3 shared positions
$SHW$PGR$PH
$138M
37 positions
#9Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$SHW$USB$PANW$SYK
$112M
97 positions
#10Plotkin Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SHW$IBM$PANW$USB
$199M
100 positions
#11SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 4 shared positions
$SHW$USB$PWR$PANW
$191M
88 positions
#12Palisade Asset Management, LLCActive
Some overlap · 5 shared positions
$AMGN$IBM$USB$MMM$SYK
$996M
195 positions
#13Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$IBM$PNC$MMM$PSX
$308M
137 positions
#14DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$AMGN$SHW$PH$OKE
$501M
138 positions
#15Sitrin Capital Management LLCPassive
Some overlap · 3 shared positions
$SHW$AMGN$PANW
$200M
39 positions
#16MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SHW$USB$PANW$OKE
$508M
88 positions
#17DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$AMGN$SHW$PWR$PANW$SYK
$117M
106 positions
#18Ergawealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SHW$IBM$PANW
$226M
55 positions
#19Bay Rivers GroupPassive
Some overlap · 3 shared positions
$SHW$AMGN$USB
$240M
109 positions
#20LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$SHW$PWR$PANW$SYK
$1.4B
216 positions
#21Counterweight Ventures, LLCPassive
Some overlap · 5 shared positions
$AMGN$PWR$USB$PANW$PSX
$178M
80 positions
#22PENINSULA ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SHW$IBM$SYK
$196M
53 positions
#23Payne Capital LLCPassive
Some overlap · 3 shared positions
$SHW$AMGN$USB
$109M
55 positions
#24Smart Portfolios, LLCPassive
Some overlap · 6 shared positions
$AMGN$IBM$USB$PSX$SYK$OKE
$100M
99 positions
#2517 CAPITAL PARTNERS, LLCPassive
Some overlap · 5 shared positions
$SHW$AMGN$PH$USB$PNC
$194M
172 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.