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Hedge Funds Similar to DSG Advisors

13F Portfolio OverlapQ2 2026DSG Advisors portfolio →
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Most similar hedge funds by 13F overlap

DSG Capital Advisors, LLC is an institutional investor managing $704M across 118 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 DSG Advisors are Longbow Finance SA, FLYWHEEL PRIVATE WEALTH, Connective Portfolio, with shared positions in $HWM, $C, $TJX, $PWR, $AXP, $ANET. The full ranking of 25 similar funds is below.

#1Longbow Finance SAPassive
Some overlap · 9 shared positions
$HWM$C$TJX$PWR$AXP$ANET
$782M
59 positions
#2FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 4 shared positions
$C$PWR$IAU$TJX
$203M
109 positions
#3Connective Portfolio Management, LLCPassive
Some overlap · 4 shared positions
$C$IAU$PWR$AXP
$60M
39 positions
#4BRAUN STACEY ASSOCIATES INCActive
Some overlap · 6 shared positions
$HWM$PWR$TJX$C$APH$TRV
$3.5B
113 positions
#5Westend Capital Management, LLCPassive
Some overlap · 4 shared positions
$TGT$PWR$HWM$AXP
$437M
242 positions
#6Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$C$TGT$TJX$ANET
$287M
33 positions
#7Mandatum Life Insurance Co LtdSmart money
Some overlap · 4 shared positions
$C$TGT$TJX$ANET
$540M
90 positions
#8Asio Capital, LLCActive
Some overlap · 5 shared positions
$C$PWR$AXP$ANET$APH
$781M
109 positions
#9OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$C$PWR$IAU
$113M
56 positions
#10Penobscot Investment Management Company, Inc.Passive
Some overlap · 6 shared positions
$PWR$TJX$C$ANET$APH$KLAC
$1.5B
315 positions
#11ALBION FINANCIAL GROUP /UTPassive
Some overlap · 4 shared positions
$C$PWR$TJX$APH
$1.7B
652 positions
#12Impact Investors, IncPassive
Some overlap · 5 shared positions
$PWR$IAU$AZO$ANET$KLAC
$137M
88 positions
#13Parkside Investments, LLCActive
Some overlap · 4 shared positions
$C$IAU$COP$DVN
$902M
91 positions
#14McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$PWR$C$TJX$APH$MCK
$1.9B
322 positions
#15Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$PWR$HWM$AXP$ANET$KLAC
$595M
164 positions
#16CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$TGT$HWM$DVN$APH$KLAC
$566M
391 positions
#17Ameliora Wealth Management Ltd.Passive
Some overlap · 4 shared positions
$C$PWR$TJX$IAU
$337M
229 positions
#18South Street Advisors LLCActive
Some overlap · 4 shared positions
$PWR$HWM$TJX$APH
$769M
84 positions
#19HENDLEY & CO INCActive
Some overlap · 6 shared positions
$AZO$TJX$HWM$COP$AXP$APH
$283M
47 positions
#20Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$C$TGT$ANET$APH
$271M
91 positions
#21BURNEY CO/Active
Some overlap · 7 shared positions
$TJX$C$AZO$ANET$APH$KLAC
$3.7B
605 positions
#22Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$PWR$IAU$AXP$APH
$829M
163 positions
#23Hilltop National BankPassive
Some overlap · 5 shared positions
$IAU$PWR$AXP$ANET$KLAC
$468M
805 positions
#24Murphy Pohlad Asset Management LLCPassive
Some overlap · 5 shared positions
$C$TGT$COP$DVN$TRV
$287M
135 positions
#25Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$C$PWR$TJX
$260M
86 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.