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 Daybright Advisory Services,

13F Portfolio OverlapQ1 2026Daybright Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

Daybright Advisory Services, Inc. is an institutional investor managing $361M across 133 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 Daybright Advisory Services, are Strategic Family Wealth Counselors, L.L.C., HOWARD WEALTH ,, Baltimore-Washington Financial Advisors,, with shared positions in $KKR, $RBLX, $MAR, $DOV, $PLTR, $DIA. The full ranking of 25 similar funds is below.

#1Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 4 shared positions

$KKR $RBLX $MAR $DOV

$381M

163 positions

#2HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 10 shared positions

$KKR $PLTR $MAR $DOV $DIA $DHR

$238M

142 positions

#3Baltimore-Washington Financial Advisors, Inc.Active

Some overlap · 8 shared positions

$KKR $ANET $MAR $CRWD $XYZ $MKL

$2.3B

186 positions

#4City State BankPassive

Some overlap · 5 shared positions

$KKR $MU $MAR $HSY $HUM

$385M

784 positions

#5Mascagni Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$RBLX $KKR $MAR $CRWD $PLTR $HUM

$140M

127 positions

#6VSM Wealth Advisory, LLCPassive

Some overlap · 9 shared positions

$KKR $MAR $DDOG $DOV $SCHW $MKL

$335M

505 positions

#7RDA Financial NetworkPassive

Some overlap · 6 shared positions

$KKR $MU $ANET $DHR $OUNZ $ASML

$400M

273 positions

#8Gross & Hartman Investments LLCSmart money

Some overlap · 6 shared positions

$KKR $MAR $PLTR $DOV $MS $MKL

$192M

72 positions

#9Granite FO LLCActive

Some overlap · 4 shared positions

$KKR $MU $DIA $HUM

$169M

170 positions

#10SBI Securities Co., Ltd.Passive

Some overlap · 7 shared positions

$KKR $MU $MAR $PLTR $DOV $IBM

$3.6B

4,018 positions

#11Ballast, Inc.Active

Some overlap · 4 shared positions

$KKR $MU $MAR $MKL

$432M

133 positions

#12Financial Perspectives, IncPassive

Some overlap · 6 shared positions

$KKR $MAR $MU $MS $HUM $ASML

$358M

716 positions

#13White Lighthouse Investment Management Inc.Active

Some overlap · 7 shared positions

$KKR $MAR $DHR $SCHW $MKL $DDOG

$721M

145 positions

#14Oxinas Partners Wealth Management LLCPassive

Some overlap · 6 shared positions

$KKR $MAR $CLS $DIA $PLTR $MU

$219M

145 positions

#15OMNI 360 Wealth, Inc.Passive

Some overlap · 7 shared positions

$KKR $DIA $DDOG $XYZ $MS $MKL

$194M

125 positions

#16TrueNorth, Inc.Passive

Some overlap · 6 shared positions

$RBLX $MU $CRWD $DHR $DDOG $MKL

$1.0B

1,033 positions

#17Catalyst Investment Management LLCPassive

Some overlap · 7 shared positions

$KKR $DHR $DOV $MS $SCHW $MKL

$90M

65 positions

#18DAHRING {-} CUSMANO LLCActive

Some overlap · 4 shared positions

$RBLX $KKR $PLTR $HUM

$163M

58 positions

#19LightSquare Wealth Management, LLCPassive

Some overlap · 6 shared positions

$KKR $MAR $ANET $VRT $IBM $HUM

$133M

92 positions

#20Breakwater Investment ManagementPassive

Some overlap · 8 shared positions

$KKR $DOV $DDOG $MAR $SCHW $MKL

$269M

506 positions

#21FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$KKR $MAR $MS $CRWD $IBM $HUM

$233M

350 positions

#22GSG Advisors LLCActive

Some overlap · 6 shared positions

$KKR $DHR $DDOG $MS $MKL $HUM

$385M

137 positions

#23Capital Advisors Wealth Management, LLCPassive

Some overlap · 7 shared positions

$KKR $MAR $PLTR $DDOG $CRWD $SCHW

$745M

219 positions

#24Asset Allocation Strategies LLCPassive

Some overlap · 7 shared positions

$KKR $DDOG $MS $DIA $HUM $SCHW

$563M

167 positions

#25CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 5 shared positions

$KKR $MAR $PLTR $MKL $HUM

$239M

97 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.