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 OverlapQ3 2026DLK Investment portfolio →

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Most similar hedge funds by 13F overlap

DLK Investment Management, LLC is an institutional investor managing $275M across 99 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DLK Investment are FLOSSBACH VON STORCH SE, Robinson Value , Ltd., MATRIX ASSET ADVISORS, with shared positions in $ICE, $DHR, $ABT, $SCHW, $NKE, $PEP. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive

Notable overlap · 9 shared positions

$ICE $DHR $ABT $SCHW $NKE $PEP

$22.1B

106 positions

#2Robinson Value Management, Ltd.Passive

Notable overlap · 8 shared positions

$ADBE $MKC $QCOM $MDT $TGT $DIS

$183M

77 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$AMGN $PEP $QCOM $MDT $TGT $TXN

$1.2B

100 positions

#4Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 9 shared positions

$ITW $DHR $PEP $ABT $LIN $DIS

$583M

82 positions

#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$PEP $AMGN $QCOM $MCD $MDT $TGT

$203M

58 positions

#6Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$PEP $AMGN $MCD $WM $TGT $LIN

$265M

100 positions

#7RBO & CO LLCActive

Notable overlap · 6 shared positions

$PEP $ABT $WM $ADBE $MCD $DIS

$628M

56 positions

#8Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$WM $PEP $ADBE $MCD $MDT $ACN

$227M

73 positions

#9Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$WM $PEP $ABT $QCOM $MCD

$455M

57 positions

#10Borer Denton & Associates, Inc.Passive

Notable overlap · 7 shared positions

$PEP $ITW $ABT $BDX $MCD $QCOM

$305M

74 positions

#11BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 7 shared positions

$WM $QCOM $SCHW $MCD $DE $ABT

$2.5B

270 positions

#12Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$QCOM $AMGN $PEP $MDT $DIS $TGT

$158M

78 positions

#13LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$PEP $ABT $AMGN $MCD $ACN $ITW

$273M

104 positions

#14Palisade Asset Management, LLCPassive

Notable overlap · 7 shared positions

$AMGN $ABT $PEP $TGT $MCD $DE

$1.1B

204 positions

#15First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$WM $AMGN $MCD $DHR $DIS $TXN

$529M

75 positions

#16Shelter Mutual Insurance CoActive

Notable overlap · 6 shared positions

$ITW $PEP $QCOM $LIN $TGT $DE

$473M

58 positions

#17PIONEER TRUST BANK N A/ORPassive

Notable overlap · 10 shared positions

$ITW $PEP $DHR $ABT $ACN $DIS

$441M

87 positions

#18ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$AMGN $PEP $ABT $MCD $DE $ADBE

$878M

73 positions

#19Oak Asset Management, LLCActive

Notable overlap · 8 shared positions

$AMGN $QCOM $MCD $MDT $ICE $TGT

$317M

112 positions

#20COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$ICE $ITW $QCOM $LIN $ACN $DE

$1.7B

91 positions

#21SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$QCOM $PEP $MKC $MCD $MDT $DE

$208M

56 positions

#22BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$AMGN $ITW $NKE $TGT $ACN $TXN

$235M

33 positions

#23BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$SCHW $PEP $NKE $LIN $ICE $ACN

$529M

72 positions

#24PINKERTON WEALTH, LLCActive

Notable overlap · 7 shared positions

$QCOM $AMGN $PEP $WM $MCD $ABT

$1.2B

103 positions

#25CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$SCHW $MCD $MDT $PEP $DE $TXN

$1.1B

157 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.