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 DDFG,

13F Portfolio OverlapQ1 2026DDFG, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

DDFG, Inc is an institutional investor managing $464M across 86 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 DDFG, are Juno Financial Group, Madson Wealth Advisors, SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO, with shared positions in $SE, $HUM, $PM, $MO, $MS, $GSAT. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$SE $HUM $PM $MO

$255M

70 positions

#2Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$SE $HUM $MS

$120M

84 positions

#3SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIOActive

Notable overlap · 3 shared positions

$SE $GSAT $ALPS

$245M

6 positions

#4Verum Partners LLCActive

Notable overlap · 3 shared positions

$SE $HUM $BAC

$527M

176 positions

#5TIAA Wealth Investment Management LLCActive

Notable overlap · 5 shared positions

$SE $ALPS $MS $NOW $UNH

$13.1B

563 positions

#6Jordan Park Group LLCSmart money

Notable overlap · 5 shared positions

$SE $HUM $BAC $NOW $MS

$1.9B

69 positions

#7Snider Financial GroupPassive

Notable overlap · 3 shared positions

$SE $HUM $BAC

$331M

102 positions

#8Coign Capital Advisors LLCActive

Notable overlap · 5 shared positions

$SE $MS $PM $AMD $BAC

$190M

80 positions

#9BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$SE $HUM $NOW

$129M

217 positions

#10TD PRIVATE CLIENT WEALTH LLCPassive

Notable overlap · 4 shared positions

$SE $HUM $MS $PM

$4.8B

1,649 positions

#11Fortis Advisors, LLCPassive

Notable overlap · 4 shared positions

$HUM $GSAT $MS $ALPS

$200M

119 positions

#12Interactive Financial AdvisorsActive

Notable overlap · 4 shared positions

$HUM $SE $SLV $MS

$153M

78 positions

#13Ipsen Advisor Group LLCPassive

Some overlap · 5 shared positions

$GSAT $SLV $MS $AMGN $NOW

$143M

104 positions

#14RATIONAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$HUM $GSAT $BAC

$980M

179 positions

#15MCF Advisors LLCPassive

Some overlap · 4 shared positions

$SE $MS $HUM $AMGN

$2.3B

1,338 positions

#16BlueStem Wealth Partners, LLCActive

Some overlap · 5 shared positions

$SE $NOW $HUM $BAC $UNH

$900M

124 positions

#17WealthCare Investment Partners, LLCPassive

Some overlap · 7 shared positions

$SE $GSAT $SLV $HUM $MS $MO

$360M

191 positions

#18Hound Partners, LLCActive

Some overlap · 4 shared positions

$SE $MS $HUM $UNH

$799M

35 positions

#19Sincerus Advisory, LLCActive

Some overlap · 4 shared positions

$HUM $SE $ALPS $NOW

$132M

76 positions

#20Aznar Financial Advisors, LLC

Some overlap · 3 shared positions

$HUM $SE $PM

$104M

31 positions

#21Kellett Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$HUM $SLV $UNH

$184M

79 positions

#22ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 3 shared positions

$HUM $SLV $UNH

$753M

159 positions

#23Acorn Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$HUM $MS $SLV

$343M

264 positions

#24Curran Financial Partners, LLCActive

Some overlap · 3 shared positions

$GSAT $HUM $SLV

$559M

127 positions

#25EHRLICH FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$HUM $MS $GSAT $SLV

$174M

112 positions

Compare DDFG,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View DDFG,’s holdings

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.