Hedge Funds Similar to DEMMING FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026DEMMING FINANCIAL SERVICES portfolio →

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Most similar hedge funds by 13F overlap

DEMMING FINANCIAL SERVICES CORP /ADV is an institutional investor managing $157M across 41 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 DEMMING FINANCIAL SERVICES are Orion Investment, Wilkinson Global Asset, Tempo Wealth, with shared positions in $CMI, $PH, $PLTR, $SHW, $PGR, $KEY. The full ranking of 25 similar funds is below.

#1Orion Investment CoActive

Notable overlap · 3 shared positions

$343M

73 positions

#2Wilkinson Global Asset Management LLCActive

Notable overlap · 3 shared positions

$1.3B

62 positions

#3Tempo Wealth, LLCPassive

Notable overlap · 4 shared positions

$PGR $PH $PLTR $SHW

$675M

237 positions

#4Brendel Financial Advisors LLCPassive

Notable overlap · 3 shared positions

$SHW $CMI $PLTR

$216M

101 positions

#5CHILTON INVESTMENT CO INC.Active

Some overlap · 3 shared positions

$4.2B

299 positions

#6Waterford Advisors, LLCActive

Some overlap · 3 shared positions

$366M

64 positions

#7Eukles Asset ManagementPassive

Some overlap · 3 shared positions

$242M

228 positions

#8Port Capital LLCActive

Some overlap · 3 shared positions

$2.5B

108 positions

#9DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$124M

100 positions

#10Regents Gate Capital LLPActive

Some overlap · 3 shared positions

$75M

37 positions

#11Leeward Financial Partners, LLCPassive

Some overlap · 3 shared positions

$ECL $CMI $PLTR

$381M

108 positions

#12Marble Harbor Investment Counsel, LLCActive

Some overlap · 3 shared positions

$984M

200 positions

#13Curran Financial Partners, LLCActive

Some overlap · 3 shared positions

$SHW $CMI $PLTR

$672M

140 positions

#14BANK OF STOCKTONActive

Some overlap · 3 shared positions

$356M

126 positions

#15Ridge Creek Global, IncPassive

Some overlap · 3 shared positions

$129M

94 positions

#16MFG WEALTH MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$KEY $PLTR $CMI

$140M

63 positions

#17DAYMARK WEALTH PARTNERS, LLCPassive

Some overlap · 3 shared positions

$4.1B

810 positions

#18KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$351M

166 positions

#19Legacy Financial Strategies, LLCActive

Some overlap · 3 shared positions

$SHW $ECL $PLTR

$646M

152 positions

#2017 CAPITAL PARTNERS, LLCPassive

Some overlap · 3 shared positions

$222M

176 positions

#21ALBERT D MASON INCPassive

Some overlap · 3 shared positions

$176M

139 positions

#22KP Management LLCPassive

Some overlap · 3 shared positions

$532M

86 positions

#23Carroll Investors, IncActive

Some overlap · 3 shared positions

$234M

31 positions

#24MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$857M

166 positions

#25Nvest Financial, LLCPassive

Some overlap · 4 shared positions

$PGR $SHW $ECL $PH

$316M

150 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.