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 Dynamic Financial Group

13F Portfolio OverlapQ1 2026Dynamic Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Dynamic Financial Group is an institutional investor managing $122M across 69 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 Dynamic Financial Group are TT, MARS JEWETT FINANCIAL GROUP,, ALLIANZ SE, with shared positions in $JHG, $VZ, $PFE, $PECO, $IAU, $LIN. The full ranking of 25 similar funds is below.

#1TT Capital Management LLCActive

Substantial overlap · 3 shared positions

$JHG $VZ $PFE

$121M

73 positions

#2MARS JEWETT FINANCIAL GROUP, INC.Smart money

Substantial overlap · 3 shared positions

$JHG $PECO $PFE

$316M

37 positions

#3ALLIANZ SEActive

Substantial overlap · 5 shared positions

$JHG $PFE $IAU $LIN $MCD

$9.0B

473 positions

#4Sage Mountain Advisors LLCActive

Substantial overlap · 3 shared positions

$JHG $IAU $UNIT

$1.4B

281 positions

#5PFS Partners, LLCActive

Substantial overlap · 7 shared positions

$JHG $T $MS $VZ $GE $SLV

$218M

590 positions

#6Grant Street Asset Management, Inc.Smart money

Substantial overlap · 4 shared positions

$JHG $IAU $MCD $DE

$519M

96 positions

#7E6 Portfolios, LLCActive

Substantial overlap · 3 shared positions

$JHG $GMM $MS

$96M

58 positions

#8Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 4 shared positions

$JHG $GMM $SNOW $MS

$129M

46 positions

#9Three Cord True Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$JHG $GMM $IAU

$180M

39 positions

#10Hidden Cove Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $GE $GEV

$156M

109 positions

#11Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $GEV

$237M

67 positions

#12INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$JHG $UNIT $PFE $DE

$803M

181 positions

#13FIRETHORN WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $IAU $SE

$273M

190 positions

#14Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $T $MCD

$181M

87 positions

#15First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $IAU $SNOW $GE $GEV

$122M

80 positions

#16Miller Global Investments, LLCPassive

Notable overlap · 5 shared positions

$JHG $VZ $T $PFE $SNOW

$121M

295 positions

#17WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$JHG $UNIT $VZ $SNOW $MCD

$156M

139 positions

#18Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $PFE $SNOW

$136M

108 positions

#19Financial Enhancement Group LLCPassive

Notable overlap · 5 shared positions

$JHG $GMM $LIN $UNIT $GEV

$807M

135 positions

#20HIGHLINE WEALTH PARTNERS LLCPassive

Notable overlap · 4 shared positions

$JHG $IAU $SE $GEV

$392M

1,298 positions

#21TRAPHAGEN INVESTMENT ADVISORS LLCActive

Notable overlap · 4 shared positions

$JHG $VZ $GE $T

$1.2B

207 positions

#22Vista Private Wealth Partners. LLCPassive

Notable overlap · 4 shared positions

$JHG $VZ $GE $GEV

$291M

87 positions

#23Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $PFE $MO

$195M

99 positions

#24Bridgewealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$JHG $IAU $SNOW $T $SLV

$482M

135 positions

#25Seed Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$JHG $DE $UNIT $MCD

$145M

98 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.