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Hedge Funds Similar to DIVERSIFIED

13F Portfolio OverlapQ1 2026DIVERSIFIED portfolio →
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Most similar hedge funds by 13F overlap

DIVERSIFIED MANAGEMENT INC is an institutional investor managing $468M across 171 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 DIVERSIFIED are Drystone, FIDUCIARY /WI/, M. Kraus &, with shared positions in $ROK, $SCHW, $BRZE, $ARMK, $BKNG, $FERG. The full ranking of 25 similar funds is below.

#1Drystone LLCActive
Notable overlap · 3 shared positions
$ROK$SCHW$BRZE
$111M
18 positions
#2FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 9 shared positions
$ARMK$SCHW$BKNG$FERG$AVY$BDX
$8.1B
62 positions
#3M. Kraus & CoActive
Some overlap · 4 shared positions
$ROK$BDX$CARR$ETN
$343M
81 positions
#4Delaney Dennis RPassive
Some overlap · 3 shared positions
$ROK$SCHW$CARR
$282M
60 positions
#5SVRN Asset Management, LLCActive
Some overlap · 5 shared positions
$UNIT$SCHW$BAH$HUM$BRZE
$103M
37 positions
#6WARNER FINANCIAL, INCActive
Some overlap · 6 shared positions
$UNIT$HUM$BRZE$BAH$SCHW$MDY
$292M
135 positions
#7WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$ROK$BAH$ACN
$1.9B
188 positions
#8Terra Alpha Investments LLC
Some overlap · 5 shared positions
$ROK$ETN$AVY$CARR$ACN
$98M
32 positions
#9Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$UNIT$MDY$SCHW$HUM
$480M
160 positions
#10Bay Rivers GroupPassive
Some overlap · 4 shared positions
$UNIT$MDY$SCHW$HUM
$240M
109 positions
#11Elefante Mark BPassive
Some overlap · 3 shared positions
$ROK$SCHW$CARR
$182M
58 positions
#12Chemistry Wealth Management LLCPassive
Some overlap · 6 shared positions
$UNIT$BAH$BKNG$SCHW$MU$BDX
$569M
204 positions
#13Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$UNIT$SCHW$HUM$AVY$ACN
$163M
67 positions
#14Whitegate Investment Counselors, Inc.Active
Some overlap · 4 shared positions
$UNIT$MDY$SCHW$HUM
$315M
68 positions
#15Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$ROK$SCHW$CARR
$1.2B
135 positions
#16SOMERVILLE KURT FPassive
Some overlap · 3 shared positions
$ROK$SCHW$CARR
$379M
91 positions
#17PUZO MICHAEL JPassive
Some overlap · 3 shared positions
$ROK$SCHW$CARR
$343M
67 positions
#18Dempze Nancy EPassive
Some overlap · 3 shared positions
$ROK$SCHW$HUM
$182M
92 positions
#19ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 5 shared positions
$UNIT$BAH$HUM$BRZE$SCHW
$753M
159 positions
#20Creekside PartnersPassive
Some overlap · 4 shared positions
$UNIT$SCHW$HUM$BRZE
$243M
183 positions
#21Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$UNIT$SCHW$HUM$BRZE
$117M
74 positions
#22Family CFO IncActive
Some overlap · 4 shared positions
$UNIT$SCHW$HUM$BRZE
$223M
41 positions
#23Capital Advantage, Inc.Active
Some overlap · 6 shared positions
$UNIT$BAH$HUM$MDY$SCHW$ETN
$765M
145 positions
#24Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$UNIT$SCHW$HUM$BRZE
$365M
111 positions
#25White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$UNIT$SCHW$HUM$BRZE
$721M
145 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.