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Hedge Funds Similar to DORVAL

13F Portfolio OverlapQ1 2026DORVAL portfolio →
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Most similar hedge funds by 13F overlap

DORVAL Corp is an institutional investor managing $322M across 45 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 DORVAL are Catalyst Investment, Addison, SYM FINANCIAL, with shared positions in $DOV, $SE, $WT, $HON, $WRB. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$DOV$SE$WT
$90M
65 positions
#2Addison Capital CoPassive
Notable overlap · 3 shared positions
$DOV$SE$WT
$562M
182 positions
#3SYM FINANCIAL CorpActive
Some overlap · 3 shared positions
$SE$DOV$WT
$1.0B
415 positions
#4Shakespeare Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$HON$WT
$422M
98 positions
#5Brand Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$SE$DOV$WT
$385M
193 positions
#63EDGE Asset Management, LPSmart money
Some overlap · 3 shared positions
$DOV$SE$WT
$2.1B
91 positions
#7Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$DOV$SE$WT
$1.1B
244 positions
#8Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$SE$WT
$226M
165 positions
#9Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$SE$DOV$WT
$742M
153 positions
#10BIP Wealth, LLCActive
Some overlap · 3 shared positions
$DOV$SE$WT
$2.5B
453 positions
#11NewEdge Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$DOV$WT
$2.2B
1,217 positions
#12LongView Wealth ManagementPassive
Slight overlap · 3 shared positions
$DOV$SE$WT
$398M
247 positions
#13Financial Harvest, LLCActive
Slight overlap · 3 shared positions
$SE$DOV$WT
$170M
57 positions
#14J.M. Arbour, LLCPassive
Slight overlap · 3 shared positions
$SE$WRB$WT
$104M
119 positions
#15Cornerstone Financial Group, LLC /NE/Active
Slight overlap · 3 shared positions
$DOV$WRB$WT
$156M
73 positions
#16FINANCIAL MANAGEMENT NETWORK INCPassive
Slight overlap · 3 shared positions
$SE$HON$WT
$653M
191 positions
#17Strategic Family Wealth Counselors, L.L.C.Passive
Slight overlap · 3 shared positions
$DOV$SE$WT
$381M
163 positions
#18Mount Yale Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$DOV$SE$WT
$4.3B
1,095 positions
#19Bank of MarinPassive
Slight overlap · 3 shared positions
$SE$HON$WT
$137M
135 positions
#20Mayflower Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$DOV$SE$HON
$824M
444 positions
#21Gateway Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$SE$DOV$WT
$2.6B
925 positions
#22Vermillion & White Wealth Management Group, LLCActive
Slight overlap · 3 shared positions
$SE$DOV$WT
$128M
63 positions
#23Modern Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SE$HON$WT
$5.8B
877 positions
#24Windward Private Wealth Management Inc.Smart money
Slight overlap · 3 shared positions
$DOV$SE$WT
$289M
44 positions
#25CLIENT 1ST ADVISORY GROUP, LLCActive
Slight overlap · 3 shared positions
$DOV$SE$WT
$329M
141 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.