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Hedge Funds Similar to DecisionMap Wealth ,

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

DecisionMap Wealth Management, LLC is an institutional investor managing $155M across 129 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 DecisionMap Wealth , are Smart Money Group, HM PAYSON &, EDGAR LOMAX /VA, with shared positions in $FBTC, $KO, $PCAR, $ASML, $MS, $DHR. The full ranking of 25 similar funds is below.

#1Smart Money Group LLCSmart money
Some overlap · 4 shared positions
$FBTC$KO$PCAR$ASML
$344M
84 positions
#2HM PAYSON & COPassive
Some overlap · 7 shared positions
$MS$DHR$SSL$HLT$ACN$ASML
$6.9B
1,124 positions
#3EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$KO$MS$ACN$GD$SBUX
$1.4B
56 positions
#4Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$KO$MS$ACN$GD$CL
$139M
62 positions
#5Strategic Financial Planning, Inc.Active
Some overlap · 3 shared positions
$FBTC$MS$IBIT
$171M
40 positions
#6Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$FBTC$MS$DHR$IBIT
$1.0B
279 positions
#7Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$KO$MS$HON$CL
$446M
104 positions
#8Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$KO$DHR$ASML$SBUX$CL
$506M
79 positions
#9NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$KO$MS$DHR$ASML$GD
$1.3B
161 positions
#10Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$KO$MS$DHR
$221M
32 positions
#11MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$KO$PCAR$ACN$HON
$1.2B
81 positions
#12CAPITAL ADVISORS INC/OKPassive
Some overlap · 5 shared positions
$MS$KO$SSL$HLT$HON
$6.2B
357 positions
#13GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$KO$DHR$ACN$HON$ASML$SBUX
$887M
228 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$KO$MS$HON$SBUX
$353M
78 positions
#15Consolidated Portfolio Review CorpSmart money
Some overlap · 3 shared positions
$FBTC$IBIT$ASML
$1.1B
34 positions
#16Pine Ridge Advisers LLCSmart money
Some overlap · 3 shared positions
$FBTC$IBIT$ASML
$1.6B
41 positions
#17Meadowbrook Advisors Group, LLCPassive
Some overlap · 4 shared positions
$KO$MS$HON$GD
$168M
136 positions
#18CAPITAL CITY TRUST CO/FLActive
Some overlap · 4 shared positions
$KO$DHR$GD$CL
$437M
114 positions
#19Legacy Wealth Asset Management, LLCPassive
Some overlap · 3 shared positions
$FBTC$ASML$CL
$411M
374 positions
#20HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$KO$SSL$HLT$HON
$351M
81 positions
#21Madson Wealth Advisors IncPassive
Some overlap · 6 shared positions
$MS$DHR$HON$ASML$SE$KO
$120M
84 positions
#22Wealth Quarterback LLCPassive
Some overlap · 3 shared positions
$FBTC$KO$ASML
$254M
163 positions
#23SCHULHOFF & CO INCPassive
Some overlap · 4 shared positions
$KO$ACN$HON$GD
$243M
133 positions
#24Capital Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$KO$SSL$HON$ASML
$6.2B
693 positions
#25Counterweight Ventures, LLCPassive
Some overlap · 4 shared positions
$MS$KO$DHR$IBIT
$178M
80 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.