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Hedge Funds Similar to Directional Asset

13F Portfolio OverlapQ3 2026Directional Asset portfolio →
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Most similar hedge funds by 13F overlap

Directional Asset Management is an institutional investor managing $124M across 90 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Directional Asset are Cornerstone, Greystone Financial Group, AMI ASSET, with shared positions in $AMGN, $ABT, $GLW, $AJG, $UBER, $SCHW. The full ranking of 25 similar funds is below.

#1Cornerstone Capital, Inc.Active
Notable overlap · 8 shared positions
$AMGN$ABT$GLW$AJG$UBER$SCHW
$1.1B
120 positions
#2Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$AMGN$WM$MS$NOW
$360M
73 positions
#3AMI ASSET MANAGEMENT CORPActive
Some overlap · 5 shared positions
$CRWD$WM$GLW$SCHW$NOW
$1.7B
100 positions
#4LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$GLW$WM$AMGN$CRWD$SCHW$UBER
$155M
88 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$WM$CRWD$ABT$MS
$292M
99 positions
#6UNITED BANKActive
Some overlap · 5 shared positions
$AMGN$WM$GLW$ABT$EOG
$853M
130 positions
#7Decker Wealth Management LLCActive
Some overlap · 5 shared positions
$CRWD$AMGN$WM$ABT$VZ
$493M
122 positions
#8DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$ABT$WM$SCHW
$275M
99 positions
#9Palacios Wealth Management, LLCSmart money
Some overlap · 6 shared positions
$CRWD$AMGN$UBER$MS$VZ$SCHW
$169M
76 positions
#10Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$UBER$MS$AMGN$GLW
$808M
315 positions
#11WOLFF WIESE MAGANA LLCPassive
Some overlap · 5 shared positions
$AMGN$SCHW$GLW$MS$ABT
$218M
1,038 positions
#12VILLERE ST DENIS J & CO LLCPassive
Some overlap · 5 shared positions
$OPCH$ABT$UBER$MDLZ$VZ
$838M
85 positions
#13Thomasville National BankPassive
Some overlap · 5 shared positions
$CRWD$AJG$UBER$VEEV$NOW
$1.8B
241 positions
#14TOMPKINS FINANCIAL CORPPassive
Some overlap · 5 shared positions
$AMGN$WM$AJG$ABT$GLW
$1.4B
558 positions
#15TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$AMGN$WM$GLW$ABT
$1.3B
220 positions
#16JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$CRWD$AMGN$SCHW$GLW$UBER
$1.2B
132 positions
#17Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$GLW$SCHW$MS$CRWD$F$UBER
$404M
140 positions
#18Buck Wealth Strategies, LLCPassive
Some overlap · 5 shared positions
$AMGN$WM$CALM$VZ$UBER
$956M
1,170 positions
#19JERICHO FINANCIAL, LLPActive
Some overlap · 4 shared positions
$CRWD$ABT$WM$SCHW
$202M
39 positions
#20BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$AMGN$GLW$CRWD$SYY$VZ
$504M
136 positions
#21Juno Financial Group LLCActive
Some overlap · 4 shared positions
$CRWD$SCHW$UBER$GLW
$286M
72 positions
#22Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$WM$MS$ABT$CTVA
$652M
146 positions
#23Everest Financial Group LLCPassive
Some overlap · 6 shared positions
$CRWD$UBER$ET$NOW$SCHW$MS
$738M
208 positions
#24Ironwood Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$SCHW$AMGN$GLW$SYY$CTVA$NOW
$762M
267 positions
#25Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$GLW$UBER$NOW
$115M
89 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.