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 Paul Damon & Associates,

13F Portfolio OverlapQ1 2026Paul Damon & Associates, portfolio →

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Most similar hedge funds by 13F overlap

Paul Damon & Associates, Inc. is an institutional investor managing $225M across 104 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 Paul Damon & Associates, are NVWM,, Asset Advisory Services, Financial Gravity Asset ,, with shared positions in $WT, $AMAT, $AXP, $ASML, $BTSG, $AZN. The full ranking of 25 similar funds is below.

#1NVWM, LLCPassive

Some overlap · 4 shared positions

$WT $AMAT $AXP $ASML

$449M

747 positions

#2Capital Asset Advisory Services LLCActive

Some overlap · 3 shared positions

$WT $BTSG $AMAT

$2.6B

299 positions

#3Financial Gravity Asset Management, Inc.Passive

Some overlap · 6 shared positions

$WT $ASML $AZN $KO $NVS $MAR

$562M

973 positions

#4Midway Capital Research & ManagementPassive

Some overlap · 4 shared positions

$WT $AMAT $AXP $PFE

$106M

117 positions

#5Centennial Wealth Advisory LLCPassive

Some overlap · 3 shared positions

$WT $BTSG $PFE

$413M

160 positions

#6WealthPlan Investment Management, LLCPassive

Some overlap · 5 shared positions

$WT $AGQ $AMAT $AZN $KO

$1.8B

458 positions

#7McGuire Investment Group, LLCActive

Some overlap · 3 shared positions

$WT $AMAT $ASML

$885M

121 positions

#8Goldenstone Wealth Management LLCActive

Some overlap · 3 shared positions

$WT $AMAT $ASML

$137M

89 positions

#9Compass Financial Services IncActive

Some overlap · 3 shared positions

$WT $BTSG $KO

$231M

56 positions

#10Legacy Wealth Managment, LLC/IDPassive

Some overlap · 3 shared positions

$WT $BTSG $AGQ

$201M

1,043 positions

#11CRUX WEALTH ADVISORSPassive

Some overlap · 4 shared positions

$WT $AMAT $AZN $NVS

$261M

181 positions

#12Key FInancial IncPassive

Some overlap · 5 shared positions

$WT $AGQ $PFE $KO $MAR

$562M

1,394 positions

#13Private Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $AMAT $HSY $MAR

$356M

95 positions

#14Carmel Capital Partners, LLCPassive

Some overlap · 3 shared positions

$WT $AMAT $AGQ

$277M

118 positions

#15OLD MISSION CAPITAL LLCActive

Some overlap · 4 shared positions

$WT $ASML $AGQ $MSTR

$6.3B

1,062 positions

#16HF Advisory Group, LLCPassive

Some overlap · 4 shared positions

$WT $AMAT $PFE $MAR

$293M

166 positions

#17Bravias Capital Group, LLCActive

Some overlap · 4 shared positions

$WT $AMAT $AGQ $MAR

$153M

96 positions

#18Reyes Financial Architecture, Inc.Passive

Some overlap · 4 shared positions

$WT $AGQ $AXP $KO

$122M

348 positions

#19PRECEDENT WEALTH PARTNERS, LLCPassive

Some overlap · 3 shared positions

$WT $BTSG $HSY

$500M

166 positions

#20Sage Capital Management, LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $AXP $MAR

$213M

163 positions

#21MBA Advisors LLCPassive

Some overlap · 3 shared positions

$WT $ASML $AGQ

$260M

146 positions

#22MOR Wealth Management, LLCActive

Some overlap · 5 shared positions

$WT $AZN $AXP $AMAT $MAR

$218M

103 positions

#23ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$WT $AMAT $KO

$228M

90 positions

#24CPWA, LLCPassive

Some overlap · 3 shared positions

$WT $AMAT $NVS

$84M

90 positions

#25Rice Partnership, LLCActive

Some overlap · 3 shared positions

$WT $AXP $KO

$732M

178 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.