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Hedge Funds Similar to Dala Group

13F Portfolio OverlapQ2 2026Dala Group portfolio →
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Most similar hedge funds by 13F overlap

Dala Group, LLC is an institutional investor managing $121M across 68 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 Dala Group are Sycale Advisors (NY), Ravenswood Partners, Brentview Investment, with shared positions in $MELI, $AXON, $SPOT, $SCHW, $NEE, $TT. The full ranking of 25 similar funds is below.

#1Sycale Advisors (NY) LLCActive
Some overlap · 3 shared positions
$MELI$AXON$SPOT
$326M
24 positions
#2Ravenswood Partners LPActive
Some overlap · 4 shared positions
$AXON$MELI$SCHW$SPOT
$313M
36 positions
#3Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$NEE$TT$WM$WEC$LIN
$253M
63 positions
#4BAILLIE GIFFORD & COActive
Some overlap · 3 shared positions
$MELI$AXON$SPOT
$110.2B
273 positions
#5NZS Capital, LLCActive
Some overlap · 4 shared positions
$TT$AXON$MELI$LIN
$3.9B
61 positions
#6SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AXON$MELI$SPOT
$26.9B
71 positions
#711 Capital Partners LPActive
Some overlap · 3 shared positions
$AXON$TT$LIN
$368M
22 positions
#8Roberts Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$TT$NEE$SCHW$LIN
$440M
111 positions
#9GENERATION INVESTMENT MANAGEMENT LLPActive
Some overlap · 3 shared positions
$MELI$SCHW$SPOT
$10.3B
28 positions
#10Coronation Fund Managers Ltd.Active
Some overlap · 3 shared positions
$MELI$SCHW$SPOT
$2.6B
48 positions
#11Vancity Investment Management LtdPassive
Some overlap · 4 shared positions
$MELI$TT$LIN$WM
$666M
92 positions
#12C WorldWide Group Holding A/SActive
Some overlap · 3 shared positions
$NEE$MELI$LIN
$4.1B
97 positions
#13AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$AXON$WM$SCHW$SPOT
$1.7B
99 positions
#14ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MELI$DLR$LIN
$713M
97 positions
#15HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$NEE$WM$DOV$SCHW$WEC
$410M
53 positions
#16PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MELI$AXON$SCHW
$135M
80 positions
#17FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$TT$MELI$SCHW$LIN
$118M
56 positions
#18Accuvest Global AdvisorsPassive
Some overlap · 3 shared positions
$MELI$AXON$SPOT
$116M
78 positions
#19Fulcrum Asset Management LLPPassive
Some overlap · 3 shared positions
$NEE$TT$WM
$1.0B
1,027 positions
#20DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$MELI$WM$DOV
$124M
100 positions
#21Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 3 shared positions
$OC$NEE$WEC
$449M
45 positions
#22Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$NEE$TT$WEC$WM$DOV
$160M
82 positions
#23EDGEWOOD MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AXON$SPOT$LIN$DLR
$9.7B
90 positions
#24KCM INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$TT$NEE$WM
$3.4B
400 positions
#25Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$OC$WM$DOV$LIN
$1.3B
261 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.