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Hedge Funds Similar to DECISION INVESTMENTS

13F Portfolio OverlapQ3 2026DECISION INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

DECISION INVESTMENTS, INC is an institutional investor managing $110M across 146 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 DECISION INVESTMENTS are Financial Synergies Wealth Advisors, Whale Rock, GF FUND LTD., with shared positions in $SNDK, $VLO, $BA, $STX, $SNOW, $AMGN. The full ranking of 25 similar funds is below.

#1Financial Synergies Wealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$SNDK$VLO$BA$STX
$1.2B
120 positions
#2Whale Rock Capital Management LLCActive
Some overlap · 3 shared positions
$SNDK$SNOW$STX
$12.5B
35 positions
#3GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 3 shared positions
$SNDK$AMGN$STX
$7.7B
616 positions
#4Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$SNDK$C$STX
$201M
75 positions
#5Rakuten Securities, Inc.Active
Some overlap · 3 shared positions
$SNDK$SOFI$STX
$430M
914 positions
#6Alpha Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SNDK$STX$CVS
$382M
114 positions
#7Franchise GP LtdActive
Some overlap · 3 shared positions
$SNDK$STX$SNOW
$236M
42 positions
#8CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$SNDK$VLO$STX
$520M
258 positions
#9Park Capital Management, LLC / WIPassive
Some overlap · 3 shared positions
$SNDK$VLO$STX
$197M
224 positions
#10STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 3 shared positions
$SNDK$VLO$STX
$417M
213 positions
#11PINNBROOK CAPITAL MANAGEMENT LPPassive
Some overlap · 3 shared positions
$SNDK$SNOW$STX
$938M
103 positions
#12Worth Financial Advisory Group, LLCPassive
Some overlap · 4 shared positions
$SNDK$AMGN$BA$STX
$242M
197 positions
#13Sound Capital Solutions LLCPassive
Some overlap · 4 shared positions
$SNDK$SNOW$SOFI$STX
$427M
309 positions
#14Range Financial Group LLCPassive
Some overlap · 3 shared positions
$SNDK$AMGN$STX
$361M
207 positions
#15Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$SNDK$AMGN$TTE
$304M
194 positions
#16WOODARD & CO ASSET MANAGEMENT GROUP INC /ADVActive
Some overlap · 3 shared positions
$SNDK$AMGN$CVS
$694M
172 positions
#17Polar Capital Holdings PlcActive
Some overlap · 3 shared positions
$SNDK$SNOW$STX
$42.4B
245 positions
#18Alphadyne Asset Management LPActive
Some overlap · 5 shared positions
$SNDK$ISRG$C$CVS$AMGN
$10.5B
857 positions
#19Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$VLO$AMGN$C$BA
$320M
72 positions
#20Adams Wealth ManagementActive
Some overlap · 3 shared positions
$SNDK$ISRG$STX
$522M
147 positions
#21KWMG, LLCPassive
Some overlap · 4 shared positions
$VLO$AMGN$BA$STX
$1.4B
155 positions
#22SeaBridge Investment Advisors LLCPassive
Some overlap · 3 shared positions
$SNDK$AMGN$STX
$692M
188 positions
#23Fusion Capital, LLCActive
Some overlap · 4 shared positions
$VLO$AMGN$C$BA
$430M
112 positions
#24ROMANO BROTHERS AND COMPANYPassive
Some overlap · 5 shared positions
$SNDK$AMGN$C$STX$CVS
$985M
331 positions
#25D L CARLSON INVESTMENT GROUP INCActive
Some overlap · 4 shared positions
$AMGN$SNDK$ISRG$BA
$628M
133 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.