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 Daviman Financial,

13F Portfolio OverlapQ1 2026Daviman Financial, portfolio →

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Most similar hedge funds by 13F overlap

Daviman Financial, LLC is an institutional investor managing $169M across 84 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 Daviman Financial, are Roan Partners, Reyes Financial Architecture,, Carmel Partners,, with shared positions in $__PARK_880631, $__PARK_1703399, $__PARK_1618181, $__PARK_1415311, $__PARK_920760, $__PARK_1676238. The full ranking of 25 similar funds is below.

#1Roan Capital PartnersPassive

Notable overlap · 4 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_1618181 $__PARK_1415311

$108M

77 positions

#2Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$__PARK_880631 $__PARK_920760 $__PARK_1415311

$122M

348 positions

#3Carmel Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$__PARK_880631 $__PARK_920760 $__PARK_1415311

$277M

118 positions

#4Stonekeep Investments, LLCActive

Notable overlap · 4 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_1676238 $__PARK_1640147

$154M

66 positions

#5CURTIS WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$__PARK_920760 $__PARK_1703399 $__PARK_1980994 $__PARK_1618181

$107M

50 positions

#6Key FInancial IncPassive

Notable overlap · 3 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_1415311

$562M

1,394 positions

#7Clear Creek Financial Management, LLCPassive

Notable overlap · 6 shared positions

$__PARK_880631 $__PARK_920760 $__PARK_1703399 $__PARK_1415311 $__PARK_1763415 $__PARK_89800

$1.3B

608 positions

#8Capital Planning Advisors, LLCPassive

Notable overlap · 4 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_1618181 $__PARK_89800

$692M

146 positions

#9SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_1676238

$1.0B

415 positions

#10BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_89800

$129M

217 positions

#11FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_1640147

$172M

43 positions

#12Shore Point Advisors, LLCActive

Notable overlap · 3 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_1763415

$253M

76 positions

#13WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_1980994 $__PARK_2020795

$508M

107 positions

#14Glen Eagle Advisors, LLCPassive

Notable overlap · 4 shared positions

$__PARK_880631 $__PARK_920760 $__PARK_1415311 $__PARK_89800

$714M

1,021 positions

#15Arcadia Wealth Management, LLCActive

Notable overlap · 3 shared positions

$__PARK_920760 $__PARK_1703399 $__PARK_1640147

$276M

67 positions

#16Encompass More Asset ManagementPassive

Notable overlap · 5 shared positions

$__PARK_880631 $__PARK_1618181 $__PARK_1980994 $__PARK_1415311 $__PARK_920760

$597M

251 positions

#17THEORY FINANCIAL LLCPassive

Notable overlap · 6 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_920760 $__PARK_1676238 $__PARK_1618181 $__PARK_2020795

$285M

94 positions

#18Professional Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_1676238 $__PARK_1415311 $__PARK_1640147

$491M

137 positions

#19Catalina Capital Group, LLCPassive

Some overlap · 3 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_920760

$168M

176 positions

#20Vantage Point Financial LLCPassive

Some overlap · 4 shared positions

$__PARK_880631 $__PARK_920760 $__PARK_1618181 $__PARK_1703399

$285M

176 positions

#21INVESTED ADVISORSPassive

Some overlap · 3 shared positions

$__PARK_920760 $__PARK_880631 $__PARK_1703399

$99M

138 positions

#22Chatterton & Associates Inc.Passive

Some overlap · 3 shared positions

$__PARK_1703399 $__PARK_920760 $__PARK_1618181

$143M

97 positions

#23Bravias Capital Group, LLCActive

Some overlap · 4 shared positions

$__PARK_880631 $__PARK_1618181 $__PARK_1415311 $__PARK_89800

$153M

96 positions

#24rebel Financial LLCPassive

Some overlap · 4 shared positions

$__PARK_880631 $__PARK_1703399 $__PARK_1640147 $__PARK_2020795

$231M

65 positions

#25Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$__PARK_920760 $__PARK_1703399 $__PARK_1618181 $__PARK_2020795

$115M

115 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.