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 DAHRING {-} CUSMANO

13F Portfolio OverlapQ1 2026DAHRING {-} CUSMANO portfolio →

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Most similar hedge funds by 13F overlap

DAHRING {-} CUSMANO LLC is an institutional investor managing $163M across 58 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 DAHRING {-} CUSMANO are Advance ,, Hartmann Taylor Wealth ,, Private Harbour Investment & Counsel,, with shared positions in $CRM, $JHG, $SLV, $BAH, $HUM, $PLTR. The full ranking of 25 similar funds is below.

#1Advance Capital Management, Inc.Smart money

Substantial overlap · 3 shared positions

$CRM $JHG $SLV

$2.6B

185 positions

#2Hartmann Taylor Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$CRM $BAH $HUM $PLTR $SLV

$151M

54 positions

#3Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $WEC $SLV

$91M

36 positions

#4J. Derek Lewis & Associates Inc.Passive

Notable overlap · 3 shared positions

$CRM $BAH $PLTR

$427M

206 positions

#5CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$298M

99 positions

#6STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive

Notable overlap · 3 shared positions

$IAU $CRM $BAH

$128M

62 positions

#7Merited Wealth, LLCPassive

Notable overlap · 4 shared positions

$CRM $BAH $NTRB $KKR

$121M

79 positions

#8ValueAct Holdings, L.P.Active

Notable overlap · 3 shared positions

$CRM $RBLX $KKR

$5.7B

18 positions

#9Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $KKR $HUM

$126M

74 positions

#10TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$871M

173 positions

#11Bridgewealth Advisory Group, LLCActive

Notable overlap · 7 shared positions

$JHG $ZBRA $KKR $IAU $HUM $SLV

$482M

135 positions

#12Wealth Care LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $PLTR

$113M

67 positions

#13LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $CRM $NTRB

$135M

83 positions

#14Mascagni Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$RBLX $BAH $CRM $KKR $HUM $PLTR

$140M

127 positions

#15Base Wealth Management LLCActive

Notable overlap · 3 shared positions

$CRM $HUM $KKR

$179M

60 positions

#16Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $PLTR

$732M

125 positions

#17Aprio Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$CRM $JHG $HUM $BAH

$1.8B

613 positions

#18EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$IAU $BAH $HUM

$171M

54 positions

#19Northwest Financial AdvisorsPassive

Notable overlap · 4 shared positions

$JHG $CRM $BAH $HUM

$52M

66 positions

#20Ariston Services GroupActive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $WEC

$167M

71 positions

#21Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $PLTR

$290M

485 positions

#22Accel Wealth ManagementPassive

Notable overlap · 5 shared positions

$JHG $KKR $HUM $SLV $PLTR

$383M

290 positions

#23WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $HUM

$508M

107 positions

#24Destiny Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $PLTR

$914M

1,148 positions

#25First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $IAU $HUM

$122M

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.