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Hedge Funds Similar to DSG Advisors,

13F Portfolio OverlapQ1 2026DSG Advisors, portfolio →
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Most similar hedge funds by 13F overlap

DSG Capital Advisors, LLC is an institutional investor managing $625M across 123 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 DSG Advisors, are BRAUN STACEY ASSOCIATES, Beacon Harbor Wealth Advisors,, RE ADVISERS, with shared positions in $PWR, $HWM, $TJX, $LRCX, $AZO, $GEV. The full ranking of 25 similar funds is below.

#1BRAUN STACEY ASSOCIATES INCActive
Some overlap · 7 shared positions
$PWR$HWM$TJX$LRCX$AZO$GEV
$3.0B
112 positions
#2Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$UNH$C$SE
$477M
70 positions
#3RE ADVISERS CORPActive
Some overlap · 5 shared positions
$UNH$C$TJX$LRCX$COP
$3.7B
111 positions
#4Longbow Finance SAPassive
Some overlap · 6 shared positions
$C$HWM$PWR$TJX$GEV$TRV
$552M
55 positions
#5Asio Capital, LLCActive
Some overlap · 6 shared positions
$C$UNH$PWR$LRCX$COP$GEV
$712M
110 positions
#6Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$UNH$TGT$C
$155M
72 positions
#7Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$TGT$C$TJX$GEV$ANET
$267M
33 positions
#8Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$C$TGT$UNH$COP$TRV
$9.8B
213 positions
#9Palisade Asset Management, LLCActive
Some overlap · 4 shared positions
$UNH$TGT$TJX$TRV
$996M
195 positions
#10SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$C$PWR$LRCX$GEV$ANET
$688M
180 positions
#11Terra Nova Asset Management LLCPassive
Some overlap · 5 shared positions
$IAU$AZO$HWM$LRCX$GEV
$135M
83 positions
#12GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$UNH$PWR$TJX
$88M
38 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$UNH$TGT$COP
$1.4B
56 positions
#14William B. Walkup & Associates, Inc.Active
Some overlap · 4 shared positions
$UNH$AZO$COP$TRV
$167M
163 positions
#15Altman Advisors, Inc.Passive
Some overlap · 5 shared positions
$IAU$C$LRCX$GEV$ANET
$241M
77 positions
#16Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$UNH$C$COP$TRV
$566M
28 positions
#17MARSHFIELD ASSOCIATESActive
Some overlap · 3 shared positions
$UNH$AZO$TJX
$5.0B
17 positions
#18Bretton Capital Management, LLCActive
Some overlap · 3 shared positions
$UNH$AZO$TJX
$109M
18 positions
#19Passumpsic Savings Bank
Some overlap · 6 shared positions
$HWM$TJX$LRCX$GEV$BKNG$ANET
$183M
90 positions
#20Mattson Financial Services, LLCPassive
Some overlap · 5 shared positions
$TGT$UNH$LRCX$PWR$COP
$419M
232 positions
#21Titan Investment Management LLCPassive
Some overlap · 3 shared positions
$UNH$PWR$AZO
$113M
37 positions
#22Safe Harbor Wealth Advisors, LLC
Some overlap · 5 shared positions
$TGT$LRCX$UNH$PWR$COP
$103M
96 positions
#23OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$IAU$PWR$C
$102M
56 positions
#24Sun Financial IncPassive
Some overlap · 5 shared positions
$PWR$LRCX$TJX$GEV$ANET
$200M
159 positions
#25THOMPSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$C$UNH$TGT
$773M
499 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.