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 Dogwood Wealth

13F Portfolio OverlapQ1 2026Dogwood Wealth portfolio →

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Most similar hedge funds by 13F overlap

Dogwood Wealth Management LLC is an institutional investor managing $253M across 851 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 Dogwood Wealth are Three Cord True Wealth ,, Drake & Associates,, Bucket List Wealth ,, with shared positions in $OUNZ, $AMN, $JHG, $AGQ, $DUK, $WELL. The full ranking of 25 similar funds is below.

#1Three Cord True Wealth Management, LLCSmart money

Substantial overlap · 4 shared positions

$OUNZ $AMN $JHG $AGQ

$180M

39 positions

#2Drake & Associates, LLCActive

Notable overlap · 6 shared positions

$OUNZ $AMN $JHG $DUK $WELL $GE

$525M

97 positions

#3Bucket List Wealth Management, LLCActive

Notable overlap · 6 shared positions

$AMN $AGQ $OUNZ $JHG $SCHW $GE

$166M

57 positions

#4Paragon Advisors, LLCActive

Notable overlap · 4 shared positions

$AGQ $JHG $AMN $MPWR

$371M

76 positions

#5Flaharty Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $JHG $SCHW

$806M

133 positions

#6Northwest Financial AdvisorsPassive

Notable overlap · 3 shared positions

$AGQ $JHG $GE

$52M

66 positions

#7Tower Wealth Partners, Inc.Active

Notable overlap · 6 shared positions

$JHG $OUNZ $AMN $AGQ $FLEX $TJX

$181M

87 positions

#8VOISARD ASSET MANAGEMENT GROUP, INC.Active

Notable overlap · 4 shared positions

$AMN $JHG $GE $SCHW

$469M

104 positions

#9IF Advisors, LLCPassive

Notable overlap · 3 shared positions

$AMN $JHG $SCHW

$141M

53 positions

#10IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$AGQ $AMN $WM

$446M

95 positions

#11Prasad Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $LEN

$367M

146 positions

#12VIAWEALTH, LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $SCHW

$180M

159 positions

#13MJP ASSOCIATES INC /ADVPassive

Notable overlap · 4 shared positions

$JHG $AMN $AGQ $GE

$824M

231 positions

#14Bowman & Co S.C.

Notable overlap · 3 shared positions

$AMN $JHG $TJX

$237M

118 positions

#15WESPAC Advisors SoCal, LLCPassive

Notable overlap · 4 shared positions

$JHG $AMN $WELL $GE

$470M

119 positions

#16L2 Asset Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $AMN $FLEX

$1.1B

397 positions

#17Trace Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$AMN $FLEX $SCHW

$133M

66 positions

#18Burton Enright WelchActive

Some overlap · 3 shared positions

$AMN $RL $SCHW

$736M

134 positions

#19REDMONT WEALTH ADVISORS LLC

Some overlap · 3 shared positions

$AGQ $AMN $DUK

$66M

307 positions

#20Orion Capital Management LLCPassive

Some overlap · 3 shared positions

$JHG $AMN $SCHW

$290M

485 positions

#21Kiker Wealth Management, LLCPassive

Some overlap · 4 shared positions

$OUNZ $SCHW $CEF $SO

$209M

132 positions

#22ForthRight Wealth Management, LLCActive

Some overlap · 3 shared positions

$AGQ $AMN $SO

$353M

75 positions

#23Pine Harbor Wealth Management, LLCActive

Some overlap · 5 shared positions

$AMN $JHG $AGQ $LEN $DUK

$334M

102 positions

#24Split Rock Private Trading & Wealth Management, LLCActive

Some overlap · 3 shared positions

$JHG $AGQ $AMN

$129M

46 positions

#25POINCIANA ADVISORS GROUP, LLCPassive

Some overlap · 3 shared positions

$AMN $RL $GE

$127M

130 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.