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 DB&C Advisors,

13F Portfolio OverlapQ1 2026DB&C Advisors, portfolio →

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Most similar hedge funds by 13F overlap

DB&C Advisors, LLC is an institutional investor managing $77M across 67 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 DB&C Advisors, are Cherry Creek Investment Advisors,, CapWealth Advisors,, CONNORS INVESTOR SERVICES, with shared positions in $IBM, $PLTR, $VRT, $UPS, $KO, $GILD. The full ranking of 25 similar funds is below.

#1Cherry Creek Investment Advisors, Inc.Passive

Notable overlap · 7 shared positions

$IBM $PLTR $VRT $UPS $KO $GILD

$230M

124 positions

#2CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$IBM $GILD $PLTR $UPS $DUK $KO

$1.3B

118 positions

#3CONNORS INVESTOR SERVICES INCActive

Notable overlap · 5 shared positions

$PLTR $ETN $DUK $KO $VZ

$1.1B

149 positions

#4Sargent Investment Group, LLCPassive

Notable overlap · 5 shared positions

$PLTR $IBM $VRT $DUK $KO

$759M

269 positions

#5Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$IBM $EMR $DUK $KO $PFE $GPC

$308M

137 positions

#6United Capital Management of KS, Inc.Passive

Notable overlap · 3 shared positions

$PLTR $IBM $DUK

$660M

111 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$IBM $GILD $DUK $KO $PFE $SO

$1.5B

235 positions

#8GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$IBM $ETN $UPS $DUK $KO $AMGN

$1.1B

389 positions

#9Oder Investment Management, LLCPassive

Notable overlap · 5 shared positions

$PLTR $SHOP $IBM $VZ $HBAN

$130M

102 positions

#10ROWLANDMILLER & PARTNERS.ADVPassive

Notable overlap · 10 shared positions

$CFR $KO $UPS $GPC $GILD $VRT

$493M

189 positions

#11Drexel Morgan & Co.Active

Notable overlap · 5 shared positions

$IBM $UPS $KO $EMR $VZ

$682M

60 positions

#12CORNERSTONE ENTERPRISES, LLCActive

Notable overlap · 3 shared positions

$PLTR $IBM $SHOP

$201M

35 positions

#13Ranch Capital Advisors Inc.Passive

Notable overlap · 9 shared positions

$GILD $IBM $DUK $HUM $PFE $SO

$277M

154 positions

#14OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$GILD $UPS $DUK $IBM $KO $AMGN

$193M

108 positions

#15Wolfstich Capital, LLCActive

Notable overlap · 4 shared positions

$IBM $KO $HUM $VZ

$114M

45 positions

#16ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$EMR $IBM $DUK $PFE $UPS $SO

$639M

126 positions

#17Welch Group, LLCPassive

Notable overlap · 6 shared positions

$IBM $EMR $PFE $SO $KO $VZ

$2.7B

310 positions

#18Faithward Advisors, LLCPassive

Notable overlap · 5 shared positions

$PLTR $VRT $IBM $SHOP $AMGN

$701M

261 positions

#19ATWOOD & PALMER INCPassive

Notable overlap · 3 shared positions

$PLTR $GILD $FITB

$1.8B

531 positions

#20ADAPT Investment Managers SAActive

Notable overlap · 3 shared positions

$IBM $GILD $PLTR

$7.6B

133 positions

#21Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$IBM $UPS $KO $PFE $AMGN $VZ

$223M

109 positions

#22BONNESS ENTERPRISES INCActive

Notable overlap · 6 shared positions

$IBM $EMR $PFE $UPS $KO $VZ

$273M

39 positions

#23Privium Fund Management B.V.Active

Notable overlap · 3 shared positions

$PLTR $SHOP $PFE

$480M

60 positions

#24Kessler Investment Group, LLCPassive

Some overlap · 6 shared positions

$GILD $VRT $PLTR $IBM $EMR $FITB

$211M

79 positions

#25Plan Group Financial, LLCPassive

Some overlap · 8 shared positions

$SHOP $HUM $SO $PFE $FITB $DUK

$426M

229 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.