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Hedge Funds Similar to Developers,

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

Capital Developers, LLC is an institutional investor managing $111M across 52 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 Developers, are APS Group,, FORTE ASSET, Catalyst Investment, with shared positions in $DHR, $MS, $GMM, $XYZ, $WT, $LOW. The full ranking of 25 similar funds is below.

#1APS Management Group, Inc.Passive
Notable overlap · 3 shared positions
$DHR$MS$GMM
$117M
72 positions
#2FORTE ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$DHR$MS$XYZ
$228M
76 positions
#3Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$DHR$MS$WT$LOW
$90M
65 positions
#4FC Advisory LLCActive
Some overlap · 3 shared positions
$MS$DHR$GMM
$342M
115 positions
#5Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$DHR$MS$WT
$134M
143 positions
#6Atlas Private Wealth AdvisorsPassive
Some overlap · 4 shared positions
$MS$DHR$GMM$WT
$425M
132 positions
#7Vantage Financial Partners, LLC
Some overlap · 3 shared positions
$DHR$MS$GMM
$493M
212 positions
#8Trinity Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$WT$GMM
$272M
72 positions
#9TRB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$WT$GMM
$704M
285 positions
#10Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$MS$DHR$GMM
$299M
101 positions
#11D.A. DAVIDSON & CO.Passive
Some overlap · 3 shared positions
$DHR$WT$LOW
$16.5B
1,567 positions
#12Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$DHR$MS$XYZ
$242M
112 positions
#13Goldstein Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$WT$MS
$900M
228 positions
#14Eldridge Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$DHR$MS$WT
$456M
154 positions
#15Skyline Advisors, Inc.Passive
Some overlap · 3 shared positions
$DHR$MS$WT
$287M
120 positions
#16Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$WT$LOW
$1.2B
262 positions
#17Lunt Capital Management, Inc.Active
Some overlap · 3 shared positions
$DHR$WT$XYZ
$260M
97 positions
#18Cambridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$DHR$GMM
$295M
168 positions
#19Systelligence, LLCPassive
Some overlap · 3 shared positions
$MS$WT$XYZ
$514M
56 positions
#20Mission Hills Financial Advisory, LLCActive
Some overlap · 3 shared positions
$DHR$XYZ$MS
$195M
54 positions
#21Summit Investment Advisory Services, LLCActive
Some overlap · 3 shared positions
$MS$WT$DHR
$269M
81 positions
#22Wick Capital Partners, LLCActive
Some overlap · 3 shared positions
$DHR$WT$MS
$548M
224 positions
#23AssuredPartners Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DHR$WT$MS$XYZ
$919M
402 positions
#24Bernard Wealth Management Corp.Active
Some overlap · 3 shared positions
$MS$LOW$XYZ
$234M
360 positions
#25PSI Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$WT$DHR
$418M
156 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.