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Hedge Funds Similar to DKM Wealth

13F Portfolio OverlapQ2 2026DKM Wealth portfolio →
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Most similar hedge funds by 13F overlap

DKM Wealth Management, Inc. is an institutional investor managing $153M across 74 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DKM Wealth are HFG Advisors, Harbor Group, Atlas Wealth, with shared positions in $BAH, $WFC, $RIO, $KEYS, $LMT, $TBLD. The full ranking of 15 similar funds is below.

#1HFG Advisors, Inc.Passive
Notable overlap · 3 shared positions
$BAH$WFC$RIO
$160M
117 positions
#2Harbor Group, Inc.Active
Some overlap · 3 shared positions
$BAH$KEYS$LMT
$851M
115 positions
#3Atlas Wealth LLCPassive
Some overlap · 3 shared positions
$TBLD$BAH$WIW
$701M
178 positions
#4Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$BAH$LMT$RIO
$110M
73 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$LMT$WFC$RIO
$233M
122 positions
#6Dickmeyer Boyce Financial Management, Inc.Passive
Slight overlap · 3 shared positions
$LMT$WFC$RIO
$193M
129 positions
#7FCA CORP /TXPassive
Slight overlap · 3 shared positions
$LMT$RMT$RIO
$406M
203 positions
#8SHARPEPOINT LLCPassive
Slight overlap · 3 shared positions
$LMT$RIO$MFIC
$200M
89 positions
#9United Advisor Group, LLCPassive
Slight overlap · 3 shared positions
$BAH$IREN$MFIC
$948M
544 positions
#10ELEVATUS WELATH MANAGEMENTPassive
Slight overlap · 3 shared positions
$KEYS$IREN$CIFR
$411M
243 positions
#11Uncommon Cents Investing LLCPassive
Slight overlap · 3 shared positions
$WFC$RIO$ASA
$461M
215 positions
#12Saba Capital Management, L.P.Passive
Slight overlap · 3 shared positions
$JOF$RMT$ASA
$3.9B
400 positions
#13Alpine Fox Capital LLCActive
Slight overlap · 3 shared positions
$IREN$CIFR$OPEN
$211M
20 positions
#14LuminArx Capital Management LPActive
Slight overlap · 3 shared positions
$IREN$CIFR$JOBY
$224M
90 positions
#15Activest Wealth ManagementActive
Slight overlap · 3 shared positions
$CIFR$OPEN$IREN
$518M
1,477 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.