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 DKM Wealth ,

13F Portfolio OverlapQ1 2026DKM Wealth , portfolio →

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Most similar hedge funds by 13F overlap

DKM Wealth Management, Inc. is an institutional investor managing $139M across 77 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 DKM Wealth , are Arcus Partners,, NBZ Investment Advisors, FINANCIAL CONSULATE,, with shared positions in $GRWG, $BAH, $LEN, $WFC, $SCHW, $LMT. The full ranking of 25 similar funds is below.

#1Arcus Capital Partners, LLCActive

Notable overlap · 3 shared positions

$GRWG $BAH $LEN

$278M

121 positions

#2NBZ Investment Advisors LLCActive

Notable overlap · 4 shared positions

$GRWG $LEN $WFC $SCHW

$229M

73 positions

#3FINANCIAL CONSULATE, INCActive

Some overlap · 3 shared positions

$BAH $LMT $SCHW

$803M

1,402 positions

#4Lionsbridge Wealth Management LLCPassive

Some overlap · 3 shared positions

$GRWG $LEN $IREN

$99M

59 positions

#5Sprinkle Financial Consultants LLCPassive

Some overlap · 3 shared positions

$BAH $WFC $SCHW

$217M

99 positions

#6THEORY FINANCIAL LLCPassive

Some overlap · 3 shared positions

$GRWG $LEN $MDLZ

$285M

94 positions

#7Carmel Capital Partners, LLCPassive

Some overlap · 3 shared positions

$BAH $LEN $SCHW

$277M

118 positions

#8BlueStem Wealth Partners, LLCActive

Some overlap · 3 shared positions

$BAH $LEN $WFC

$900M

124 positions

#9LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$GRWG $LEN $LMT $BMNP

$279M

80 positions

#10HFG Advisors, Inc.Passive

Some overlap · 3 shared positions

$BAH $WFC $RIO

$142M

117 positions

#11Holos Integrated Wealth LLCPassive

Some overlap · 3 shared positions

$GRWG $LEN $LMT

$198M

412 positions

#12Gutierrez Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$LEN $BAH $MDLZ

$161M

70 positions

#13BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 5 shared positions

$LEN $LMT $WFC $MDLZ $SCHW

$2.3B

264 positions

#14American Trust Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$LEN $LMT $MDLZ $SCHW

$181M

76 positions

#155T Wealth, LLCPassive

Some overlap · 3 shared positions

$BAH $WFC $MDLZ

$253M

129 positions

#16Harbor Group, Inc.Active

Slight overlap · 3 shared positions

$BAH $KEYS $LMT

$692M

116 positions

#17ECLECTIC ASSOCIATES INC /ADVActive

Slight overlap · 3 shared positions

$BAH $WFC $SCHW

$753M

159 positions

#18Perbak Capital Partners LLPPassive

Slight overlap · 3 shared positions

$BAH $LMT $SCHW

$406M

294 positions

#19OMNI 360 Wealth, Inc.Passive

Slight overlap · 4 shared positions

$BAH $GRWG $LEN $LMT

$194M

125 positions

#20MFA Wealth ServicesPassive

Slight overlap · 3 shared positions

$BAH $WFC $SCHW

$151M

122 positions

#21Asempa Wealth AdvisorsPassive

Slight overlap · 3 shared positions

$LEN $MDLZ $LMT

$115M

115 positions

#22Sandbox Financial Partners, LLCActive

Slight overlap · 3 shared positions

$LEN $MDLZ $GRWG

$356M

117 positions

#23One Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$LEN $MDLZ $WFC

$803M

304 positions

#24Noble Wealth Management PBCPassive

Slight overlap · 3 shared positions

$GRWG $SCHW $ASA

$223M

778 positions

#25RED REEF ADVISORS LLCPassive

Slight overlap · 3 shared positions

$LEN $WFC $SCHW

$96M

179 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.