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Hedge Funds Similar to Directional Asset

13F Portfolio OverlapQ1 2026Directional Asset portfolio →
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Most similar hedge funds by 13F overlap

Directional Asset Management is an institutional investor managing $109M across 90 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 Directional Asset are Greystone Financial Group,, Baugh & Associates,, Cornerstone ,, with shared positions in $MS, $AMGN, $ABT, $WM, $CRWD, $KO. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$MS$AMGN$ABT$WM$CRWD$KO
$353M
78 positions
#2Baugh & Associates, LLCActive
Notable overlap · 6 shared positions
$MS$ABT$ET$VZ$BAC$KO
$232M
44 positions
#3Cornerstone Capital, Inc.Active
Notable overlap · 7 shared positions
$AMGN$ABT$AJG$SCHW$UBER$GLW
$1.0B
118 positions
#4Stillwater Wealth Management GroupPassive
Notable overlap · 5 shared positions
$MS$AMGN$WM$VZ$KO
$162M
77 positions
#5Buck Wealth Strategies, LLCActive
Notable overlap · 6 shared positions
$MS$AMGN$WM$CALM$VZ$KO
$810M
166 positions
#6J.P. Marvel Investment Advisors, LLCActive
Notable overlap · 6 shared positions
$MS$ABT$GLW$EOG$BAC$KO
$705M
60 positions
#7Flagship Capital Management Inc.Active
Notable overlap · 4 shared positions
$MS$AMGN$UBER$VZ
$136M
48 positions
#8UNITED BANKActive
Some overlap · 7 shared positions
$AMGN$WM$ABT$GLW$SCHW$EOG
$781M
121 positions
#9Atwater Malick LLCActive
Some overlap · 4 shared positions
$MS$WM$KO$NVO
$370M
100 positions
#10Atlas Wealth LLCPassive
Some overlap · 5 shared positions
$MS$CRWD$WM$AMGN$BAC
$334M
115 positions
#11Capital Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$SCHW$VZ$KO
$6.2B
693 positions
#12MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$MS$TSN$AMGN
$1.1B
105 positions
#13Provident Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$AJG$AMN$MDLZ$KO
$331M
134 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$MS$SCHW$ABT$AMGN$KO$BAC
$1.4B
56 positions
#15Hudson Canyon Capital ManagementPassive
Some overlap · 6 shared positions
$MS$AMGN$SCHW$WM$KO$BAC
$163M
52 positions
#16SWEENEY & MICHEL, LLCActive
Some overlap · 5 shared positions
$MS$SCHW$AMGN$VZ$BAC
$340M
145 positions
#17JGP Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$AMGN$ABT
$961M
223 positions
#18VILLERE ST DENIS J & CO LLCActive
Some overlap · 6 shared positions
$OPCH$ABT$UBER$VZ$BAC$MDLZ
$907M
76 positions
#19Meridian Financial Partners LLCActive
Some overlap · 4 shared positions
$MS$CRWD$VZ$KO
$263M
121 positions
#20Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$MS$WM$KO$GLW$VZ
$284M
125 positions
#21Johnson & White Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$BAC$AMGN$KO$VZ
$236M
106 positions
#22Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$AMGN$WM$CRWD$KO
$272M
95 positions
#23CORRECT CAPITAL WEALTH MANAGEMENTActive
Some overlap · 5 shared positions
$MS$WM$SCHW$KO$AMN
$536M
109 positions
#24Alhambra Investment Partners LLCPassive
Some overlap · 4 shared positions
$MS$SCHW$AMGN$KO
$217M
176 positions
#25Family Legacy, Inc.Passive
Some overlap · 6 shared positions
$AMGN$MS$AJG$SCHW$WM$KO
$333M
124 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.