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Hedge Funds Similar to Dodds Wealth,

13F Portfolio OverlapQ1 2026Dodds Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Dodds Wealth, LLC is an institutional investor managing $407M across 51 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 Dodds Wealth, are STOLZ & ASSOCIATES, PS, DecisionPoint Financial,, Pioneer Wealth Group, with shared positions in $USB, $SE, $IAU, $SCHW, $BRZE, $DOV. The full ranking of 25 similar funds is below.

#1STOLZ & ASSOCIATES, PSSmart money
Substantial overlap · 3 shared positions
$USB$SE$IAU
$143M
30 positions
#2DecisionPoint Financial, LLCActive
Substantial overlap · 6 shared positions
$USB$SCHW$BRZE$DOV$MAR$IAU
$464M
679 positions
#3Pioneer Wealth Management GroupSmart money
Substantial overlap · 3 shared positions
$USB$SCHW$MAR
$357M
50 positions
#4Aspen Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$BRZE$DOV
$404M
77 positions
#5MilWealth Group LLCSmart money
Notable overlap · 3 shared positions
$USB$KKR$BRZE
$420M
81 positions
#6Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$SCHW$SE
$184M
157 positions
#7FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 3 shared positions
$USB$SCHW$MAR
$354M
66 positions
#8Foundation Wealth Management, LLC\PAActive
Notable overlap · 5 shared positions
$USB$SE$SCHW$MAR$IAU
$284M
91 positions
#9Capital Advantage, Inc.Active
Notable overlap · 3 shared positions
$USB$KKR$SCHW
$765M
145 positions
#10SYM FINANCIAL CorpActive
Notable overlap · 3 shared positions
$SE$BRZE$DOV
$1.0B
415 positions
#11Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$SE$BRZE$SCHW$KKR
$255M
70 positions
#12Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$USB$BRZE$KKR$IAU
$149M
70 positions
#13NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$DOV$BRZE
$5.0B
51 positions
#14BLUELINE ADVISORS LLCActive
Notable overlap · 5 shared positions
$SE$USB$SCHW$KKR$DIS
$129M
217 positions
#15ATLas Financial Planning LLCActive
Notable overlap · 4 shared positions
$USB$BRZE$DOV$MAR
$112M
69 positions
#16Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$DOV$KKR
$368M
121 positions
#17Causey Wealth LLCPassive
Notable overlap · 4 shared positions
$USB$KKR$SCHW$BRZE
$236M
81 positions
#18Coronation Fund Managers Ltd.Active
Notable overlap · 3 shared positions
$SE$SCHW$DIS
$2.2B
53 positions
#19WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$SE$SCHW$IAU
$508M
107 positions
#20SOL Capital Management COActive
Notable overlap · 3 shared positions
$SE$BRZE$KO
$206M
52 positions
#21Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$USB$SCHW$KKR$IAU
$228M
72 positions
#22Financial Freedom, LLCPassive
Notable overlap · 5 shared positions
$USB$BRZE$SCHW$MAR$DIS
$201M
426 positions
#23Rosenberg Matthew HamiltonActive
Notable overlap · 3 shared positions
$USB$KKR$MAR
$488M
799 positions
#24BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 3 shared positions
$USB$BRZE$MAR
$1.2B
229 positions
#25Vanderbilt UniversityActive
Notable overlap · 3 shared positions
$USB$SCHW$WELL
$526M
71 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.