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Hedge Funds Similar to Dogwood Wealth

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Dogwood Wealth are Drake & Associates, Smart Money Group, Accordant Advisory Group, with shared positions in $OUNZ, $CRWD, $ASML, $WELL, $WM, $TDG. The full ranking of 25 similar funds is below.

#1Drake & Associates, LLCActive
Notable overlap · 7 shared positions
$OUNZ$CRWD$ASML$WELL$WM$TDG
$594M
108 positions
#2Smart Money Group LLCSmart money
Notable overlap · 3 shared positions
$OUNZ$ASML$TJX
$390M
86 positions
#3Accordant Advisory Group IncPassive
Notable overlap · 3 shared positions
$OUNZ$NOW$CEF
$148M
242 positions
#4Guild Investment Management, Inc.Passive
Some overlap · 3 shared positions
$OUNZ$ASML$CRWD
$146M
59 positions
#5Asset One Wealth Management LLCPassive
Some overlap · 5 shared positions
$OUNZ$ASML$ANET$WM$DUK
$948M
347 positions
#6RDA Financial NetworkPassive
Some overlap · 11 shared positions
$OUNZ$WELL$CRWD$ASML$ANET$NOW
$459M
286 positions
#7Tower Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$OUNZ$ASML$TJX
$203M
101 positions
#8Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$WELL$CRWD$ASML$WM$PEP$TJX
$1.6B
184 positions
#9Peck Wealth Management, LLCPassive
Some overlap · 3 shared positions
$OUNZ$PEP$TJX
$119M
127 positions
#10PeakShares LLCActive
Some overlap · 6 shared positions
$WELL$CRWD$ANET$TJX$PGR$DUK
$134.4B
122 positions
#11Paragon Advisors, LLCActive
Some overlap · 6 shared positions
$CRWD$ASML$ANET$NOW$PGR$MPWR
$476M
77 positions
#12WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 6 shared positions
$WELL$ASML$WM$PEP$TJX$DUK
$1.3B
73 positions
#13Alpha Zero LLCActive
Slight overlap · 6 shared positions
$WELL$ASML$WM$ANET$TJX$DUK
$264M
107 positions
#14Faithward Advisors, LLCPassive
Slight overlap · 4 shared positions
$OUNZ$CRWD$ASML$ANET
$819M
339 positions
#15Benchmark Investment Advisors LLCPassive
Slight overlap · 5 shared positions
$CRWD$ASML$WELL$ANET$NOW
$228M
70 positions
#16GDS Wealth ManagementPassive
Slight overlap · 5 shared positions
$WELL$CRWD$TJX$SNPS$MPWR
$2.1B
232 positions
#17Blue Line Capital, LLC / ILPassive
Slight overlap · 3 shared positions
$OUNZ$CRWD$NOW
$120M
92 positions
#18GUERRA PAN ADVISORS, LLCPassive
Slight overlap · 5 shared positions
$CRWD$ASML$ANET$NOW$TDG
$179M
118 positions
#19First National Bank of Mount Dora, Trust Investment ServicesPassive
Slight overlap · 5 shared positions
$WELL$ANET$WM$TJX$PGR
$499M
126 positions
#20Meiji Yasuda America IncActive
Slight overlap · 5 shared positions
$WELL$NOW$WM$TJX$PGR
$598M
57 positions
#21Bluebird Wealth Management LLCPassive
Slight overlap · 5 shared positions
$CRWD$ASML$ANET$NOW$TJX
$115M
89 positions
#22Greystone Financial Group, LLCPassive
Slight overlap · 6 shared positions
$CRWD$NOW$WM$TJX$SNPS$DUK
$358M
74 positions
#23Security National BankPassive
Slight overlap · 3 shared positions
$OUNZ$ASML$SNPS
$838M
392 positions
#24MASTERINVEST Kapitalanlage GmbHPassive
Slight overlap · 6 shared positions
$ANET$WM$PEP$TJX$PGR$UNP
$1.2B
300 positions
#25Brentview Investment Management LLCActive
Slight overlap · 5 shared positions
$WELL$WM$PEP$TJX$UNP
$253M
63 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.