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 DLK Investment ,

13F Portfolio OverlapQ1 2026DLK Investment , portfolio →

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Most similar hedge funds by 13F overlap

DLK Investment Management, LLC is an institutional investor managing $235M across 96 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 DLK Investment , are Greystone Financial Group,, BRIGHT ROCK ,, FLOSSBACH VON STORCH SE, with shared positions in $AMGN, $WM, $MCD, $HON, $ABT, $LIN. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$AMGN $WM $MCD $HON $ABT $LIN

$353M

78 positions

#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$HON $SCHW $DHR $ICE $LIN $MKC

$506M

75 positions

#3FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$ICE $ABT $SCHW $DHR $LIN $MCD

$21.4B

109 positions

#4BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$WM $HON $DE $MCD $SCHW $ABT

$2.3B

264 positions

#5Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$HON $WM $MCD $ADBE $MDT $AMGN

$218M

69 positions

#6Palmer Knight CoPassive

Notable overlap · 5 shared positions

$WM $HON $ADBE $DHR $TXN

$205M

32 positions

#7Borer Denton & Associates, Inc.Active

Notable overlap · 7 shared positions

$HON $ITW $ABT $BDX $MCD $MKC

$280M

66 positions

#8PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$WM $ICE $DHR $DE $LIN

$34.1B

135 positions

#9Phraction Management LLCActive

Notable overlap · 6 shared positions

$HON $DHR $LIN $ICE $BDX $TXN

$483M

65 positions

#10UNITED BANKActive

Notable overlap · 8 shared positions

$AMGN $WM $MCD $ABT $TXN $HON

$781M

121 positions

#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ICE $HON $ABT $DHR $SRE

$2.1B

122 positions

#12Somerset Trust CoPassive

Notable overlap · 6 shared positions

$AMGN $MCD $LIN $ITW $ABT $MDT

$326M

174 positions

#13Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$ABT $MCD $LIN $ITW $DHR $TXN

$583M

140 positions

#14Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 7 shared positions

$ITW $ABT $DHR $LIN $BDX $ADBE

$506M

79 positions

#15Wallington Asset Management, LLCActive

Notable overlap · 5 shared positions

$HON $AMGN $MDT $DE $LIN

$752M

61 positions

#16HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$WM $AMGN $SCHW $DHR

$407M

49 positions

#17J. Team Financial, Inc.Passive

Notable overlap · 7 shared positions

$DHR $DE $WM $MCD $TXN $ADBE

$89M

84 positions

#18Guinness Atkinson Asset Management IncPassive

Notable overlap · 5 shared positions

$ICE $ADBE $DHR $MDT $TXN

$200M

123 positions

#19FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 6 shared positions

$DE $ICE $LIN $SCHW $DHR $ADBE

$102M

56 positions

#20Walsky Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$HON $ABT $MCD $AMGN $TXN

$98M

50 positions

#21Palisade Asset Management, LLCActive

Notable overlap · 5 shared positions

$AMGN $ABT $DE $MCD $TXN

$996M

195 positions

#22Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $LIN $WM $MCD $MDT $HON

$272M

95 positions

#23DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$WM $ABT $ADBE $TXN $MDT $DE

$16.0B

187 positions

#24Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMGN $ITW $MCD $DE

$184M

32 positions

#25Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$WM $HON $DHR $MCD $ABT $GEV

$100M

54 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.