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Hedge Funds Similar to DIVERSIFIED

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

DIVERSIFIED MANAGEMENT INC is an institutional investor managing $573M across 236 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 DIVERSIFIED are Portland Global Advisors, Kampmann Melissa S., WATERS PARKERSON, with shared positions in $ROK, $MDY, $TXN, $WEC, $NOW, $BAH. The full ranking of 25 similar funds is below.

#1Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$ROK$MDY$TXN
$1.1B
154 positions
#2Kampmann Melissa S.Active
Some overlap · 3 shared positions
$ROK$WEC$NOW
$132M
44 positions
#3WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$ROK$BAH$TMO
$2.0B
200 positions
#4WARNER FINANCIAL, INCActive
Some overlap · 4 shared positions
$MDY$BAH$TXN$MCD
$340M
145 positions
#5M. Kraus & CoPassive
Some overlap · 3 shared positions
$ROK$TMO$MDY
$373M
83 positions
#6Iyo Bank, Ltd.Active
Some overlap · 4 shared positions
$ROK$TMO$TXN$NOW
$329M
32 positions
#7Carolina Wealth Management IncActive
Some overlap · 3 shared positions
$MDY$BAH$TMO
$217M
114 positions
#8Hummer Financial Advisory Services IncActive
Some overlap · 3 shared positions
$MDY$WEC$PH
$153M
127 positions
#9CMG Global Holdings, LLCPassive
Some overlap · 4 shared positions
$MDY$BAH$TXN$SCHW
$226M
110 positions
#10BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$MDY$TMO$PH$TXN
$371M
394 positions
#11Beaumont Asset Management, L.L.C.Smart money
Some overlap · 4 shared positions
$ROK$TXN$NOW$MCD
$289M
80 positions
#12BOSTON FAMILY OFFICE LLCPassive
Some overlap · 4 shared positions
$ROK$TMO$PH$NOW
$1.6B
314 positions
#13SFM, LLCActive
Some overlap · 3 shared positions
$BAH$MDY$NOW
$199M
69 positions
#14Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$TMO$PH
$251M
48 positions
#15PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$TMO$MCD
$514M
167 positions
#16Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$BAH$SCHW
$173M
92 positions
#17LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$TMO$MCD
$235M
125 positions
#18Hills Bank & Trust CoActive
Some overlap · 3 shared positions
$MDY$TMO$MCD
$2.3B
383 positions
#19KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$ROK$TER$JCI$SCHW
$198M
97 positions
#20Financial Security Advisor, Inc.Active
Some overlap · 4 shared positions
$BAH$PH$TXN$MCD
$615M
161 positions
#21Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$TXN$JCI
$418M
232 positions
#22Paulson Wealth Management Inc.Active
Some overlap · 3 shared positions
$MDY$TXN$MCD
$471M
146 positions
#23Howard Capital Management Group, LLCActive
Some overlap · 3 shared positions
$ROK$TMO$PH
$1.7B
144 positions
#24TruNorth Capital Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$PH$MCD
$641M
123 positions
#25TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$JCI$MCD
$288M
94 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.