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Hedge Funds Similar to DEMMING FINANCIAL SERVICES /ADV

13F Portfolio OverlapQ1 2026DEMMING FINANCIAL SERVICES /ADV portfolio →
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Most similar hedge funds by 13F overlap

DEMMING FINANCIAL SERVICES CORP /ADV is an institutional investor managing $138M across 37 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 DEMMING FINANCIAL SERVICES /ADV are RWQ Financial Services,, Tribune Investment Group, Brendel Financial Advisors, with shared positions in $SHW, $GE, $GEV, $ECL, $PH, $PLTR. The full ranking of 25 similar funds is below.

#1RWQ Financial Management Services, Inc.Active
Notable overlap · 3 shared positions
$SHW$GE$GEV
$153M
22 positions
#2Tribune Investment Group LPActive
Notable overlap · 3 shared positions
$ECL$GEV$PH
$261M
30 positions
#3Brendel Financial Advisors LLCPassive
Notable overlap · 3 shared positions
$SHW$PLTR$CMI
$202M
95 positions
#4Aragon Global Management, LPActive
Notable overlap · 3 shared positions
$SHW$GEV$PLTR
$143M
18 positions
#5CHILTON INVESTMENT CO INC.Active
Notable overlap · 3 shared positions
$SHW$PGR$PH
$4.3B
280 positions
#6Wilkinson Global Asset Management LLCActive
Notable overlap · 3 shared positions
$SHW$PGR$PH
$1.3B
60 positions
#7WESPAC Advisors SoCal, LLCPassive
Notable overlap · 4 shared positions
$SHW$GEV$PLTR$GE
$470M
119 positions
#8KP Management LLCPassive
Notable overlap · 5 shared positions
$SHW$GEV$CMI$PH$GE
$409M
83 positions
#911 Capital Partners LPActive
Notable overlap · 3 shared positions
$SHW$GE$GEV
$348M
20 positions
#10Passumpsic Savings Bank
Some overlap · 4 shared positions
$GE$CMI$GEV$PH
$183M
90 positions
#11Guardian Capital, LLCPassive
Some overlap · 3 shared positions
$SHW$PLTR$GEV
$105M
81 positions
#12Parker Investment Management, LLCActive
Some overlap · 3 shared positions
$SHW$PLTR$GEV
$659M
40 positions
#13Marble Harbor Investment Counsel, LLCActive
Some overlap · 5 shared positions
$GE$PH$PGR$ECL$GEV
$923M
192 positions
#14Orion Investment CoActive
Some overlap · 3 shared positions
$CMI$PH$PLTR
$315M
69 positions
#15Winslow Capital Management, LLCActive
Some overlap · 4 shared positions
$GE$GEV$PLTR$PH
$25.6B
60 positions
#16One Madison Group LLCActive
Some overlap · 3 shared positions
$SHW$GE$GEV
$866M
28 positions
#17Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$SHW$PLTR$GE$GEV
$608M
1,182 positions
#18Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$GE$PLTR$GEV$PH
$178M
70 positions
#19WD RUTHERFORD LLCPassive
Some overlap · 3 shared positions
$GE$CMI$GEV
$225M
71 positions
#20Baird Financial Group, Inc.Passive
Some overlap · 4 shared positions
$GEV$GE$PGR$PH
$64.0B
1,826 positions
#21Telligent Fund, LPActive
Some overlap · 3 shared positions
$GE$GEV$PLTR
$94M
24 positions
#22KADENSA CAPITAL LtdActive
Some overlap · 3 shared positions
$GE$GEV$PLTR
$718M
39 positions
#23Gunderson Capital Management Inc.Passive
Some overlap · 3 shared positions
$GE$GEV$PLTR
$239M
46 positions
#24CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$GE$GEV$PLTR
$1.3B
118 positions
#25New Millennium Group LLC
Some overlap · 3 shared positions
$GE$GEV$PLTR
$231M
407 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.