13F Pro

Hedge Funds Similar to Decker Wealth

13F Portfolio OverlapQ1 2026Decker Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Decker Wealth Management LLC is an institutional investor managing $441M across 105 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 Decker Wealth are American Alpha Advisors,, Evergreen Wealth ,, Ballast,, with shared positions in $GSAT, $REGN, $AMGN, $NEM, $KKR, $HUM. The full ranking of 25 similar funds is below.

#1American Alpha Advisors, LLCActive
Notable overlap · 4 shared positions
$GSAT$REGN$AMGN$NEM
$188M
96 positions
#2Evergreen Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$KKR$REGN$AMGN$HUM$LMT
$194M
54 positions
#3Ballast, Inc.Active
Notable overlap · 3 shared positions
$KKR$REGN$DUK
$432M
133 positions
#4Taylor Securities Services, Inc.Smart money
Notable overlap · 4 shared positions
$GSAT$IBM$AMGN$LMT
$214M
55 positions
#5Anson Capital, Inc.Passive
Notable overlap · 4 shared positions
$REGN$GSAT$KKR$HUM
$146M
90 positions
#6CROBANPassive
Notable overlap · 5 shared positions
$KKR$R$AMGN$LMT$DUK
$213M
73 positions
#7Curran Financial Partners, LLCActive
Notable overlap · 3 shared positions
$GSAT$KKR$HUM
$559M
127 positions
#8Argo Wealth Advisory, LLCActive
Notable overlap · 4 shared positions
$REGN$AMGN$HUM$LMT
$170M
48 positions
#9Financial Perspectives, IncPassive
Notable overlap · 4 shared positions
$KKR$MDT$HUM$AMGN
$358M
716 positions
#10Guilbault Capital LLCPassive
Notable overlap · 4 shared positions
$REGN$IBM$HUM$DUK
$91M
67 positions
#11Bellevue Group AGActive
Notable overlap · 4 shared positions
$REGN$AMGN$MDT$ABT
$4.2B
155 positions
#12Tandem Investment Partners LLCPassive
Notable overlap · 5 shared positions
$REGN$TJX$AMGN$IBM$HUM
$118M
73 positions
#13Hudson Canyon Capital ManagementPassive
Notable overlap · 7 shared positions
$TJX$HCA$AMGN$REGN$WM$BAC
$163M
52 positions
#14Piedmont Capital Management, LLCActive
Notable overlap · 4 shared positions
$KKR$IBM$AMGN$HUM
$197M
50 positions
#15Greystone Financial Group, LLCPassive
Notable overlap · 7 shared positions
$TJX$WM$AMGN$IBM$ABT$LMT
$353M
78 positions
#16Vertrix Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$TJX$WM$AMGN$IBM$MDT$LMT
$272M
95 positions
#17Stillwater Wealth Management GroupPassive
Notable overlap · 5 shared positions
$TJX$REGN$WM$AMGN$LMT
$162M
77 positions
#18Madrona Financial Services, LLCActive
Notable overlap · 3 shared positions
$REGN$GSAT$HUM
$457M
123 positions
#19Kimelman & Baird, LLCActive
Notable overlap · 6 shared positions
$TJX$WM$IBM$MDT$REGN$BAC
$1.2B
263 positions
#20VSM Wealth Advisory, LLCPassive
Notable overlap · 6 shared positions
$KKR$IBM$HUM$LMT$WM$CSX
$335M
505 positions
#21Copley Financial Group, Inc.Active
Notable overlap · 4 shared positions
$REGN$MDT$BAC$LMT
$166M
115 positions
#22Berkeley Capital Partners, LLCActive
Notable overlap · 4 shared positions
$KKR$MDT$BAC$DUK
$431M
184 positions
#23Tepp RIA, LLCActive
Notable overlap · 3 shared positions
$KKR$GSAT$LMT
$128M
41 positions
#24Commerce Advisors, LLCPassive
Notable overlap · 3 shared positions
$REGN$IBM$FHN
$119M
122 positions
#25Wharton Business Group, LLCActive
Some overlap · 4 shared positions
$KKR$BAC$HUM$CSX
$2.6B
141 positions

Compare Decker Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Decker Wealth’s holdings

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.