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 Diesslin Group,

13F Portfolio OverlapQ2 2026Diesslin Group, portfolio →

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Most similar hedge funds by 13F overlap

Diesslin Group, Inc. is an institutional investor managing $259M across 59 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Diesslin Group, are Grant Street Asset ,, Sage Mountain Advisors, Guardian Financial Partners,, with shared positions in $JHG, $IAU, $MDY, $IBIT, $MRVL, $SCHW. The full ranking of 25 similar funds is below.

#1Grant Street Asset Management, Inc.Smart money

Substantial overlap · 4 shared positions

$JHG $IAU $MDY $IBIT

$519M

96 positions

#2Sage Mountain Advisors LLCActive

Substantial overlap · 3 shared positions

$JHG $IAU $IBIT

$1.4B

281 positions

#3Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $MRVL $IBIT

$237M

67 positions

#4EPIQ PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $SCHW $IBIT

$214M

83 positions

#5Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $IAU $WFC

$482M

135 positions

#6NBZ Investment Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $WFC $SCHW

$229M

73 positions

#7Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $SCHW $UNP

$306M

1,121 positions

#8Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $UNP $IAU

$462M

53 positions

#9Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$JHG $COP $PHYS

$162M

100 positions

#10Generation Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $IAU $UNP

$137M

74 positions

#11MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $PHYS $IAU $UNP

$144M

99 positions

#12Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$JHG $IAU $COP $PHYS

$478M

42 positions

#13CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$JHG $YUM $COP

$648M

134 positions

#14New England Private Wealth Advisors LLCActive

Some overlap · 4 shared positions

$JHG $IAU $MDY $COP

$866M

194 positions

#15Aureum Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $IAU $SCHW

$144M

60 positions

#16Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $MDY $COP

$407M

601 positions

#17Advisory Resource GroupPassive

Some overlap · 3 shared positions

$JHG $SCHW $COP

$581M

172 positions

#18Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 3 shared positions

$JHG $SCHW $WFC

$589M

590 positions

#19Compass Financial Group, Inc.Active

Some overlap · 3 shared positions

$JHG $IAU $COP

$222M

47 positions

#20Cadent Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $IAU $YUM

$386M

187 positions

#21Hamilton Capital, LLCSmart money

Some overlap · 3 shared positions

$JHG $IAU $COP

$1.9B

152 positions

#22Northeast Financial Group, Inc.Active

Some overlap · 3 shared positions

$JHG $SCHW $COP

$404M

90 positions

#23VIAWEALTH, LLCPassive

Some overlap · 3 shared positions

$JHG $SCHW $COP

$180M

159 positions

#24Westview Management dba Westview Investment AdvisorsPassive

Some overlap · 3 shared positions

$JHG $PHYS $SCHW

$192M

70 positions

#25Quaker Wealth Management, LLCActive

Some overlap · 3 shared positions

$JHG $COP $IBIT

$320M

972 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.