How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to DOLIVER ADVISORS,

13F Portfolio OverlapQ1 2026DOLIVER ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

DOLIVER ADVISORS, LP is an institutional investor managing $442M across 191 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 DOLIVER ADVISORS, are DOVER ADVISORS,, United Asset Strategies,, FAYEZ SAROFIM &, with shared positions in $ETN, $PM, $ASML, $TMO, $LOW, $PH. The full ranking of 25 similar funds is below.

#1DOVER ADVISORS, LLCPassive

Some overlap · 11 shared positions

$ETN $PM $ASML $TMO $LOW $PH

$242M

159 positions

#2United Asset Strategies, Inc.Passive

Some overlap · 8 shared positions

$ETN $PM $ASML $TMO $PH $NOW

$1.3B

257 positions

#3FAYEZ SAROFIM & COActive

Some overlap · 6 shared positions

$ETN $EPD $PM $MO $ASML $ABT

$39.1B

294 positions

#4Applied Capital LLC/FLActive

Some overlap · 7 shared positions

$EPD $PM $MPLX $MO $LHX $BA

$212M

92 positions

#5Americana Partners, LLCPassive

Some overlap · 6 shared positions

$ETN $EPD $PM $MPLX $TMO $BA

$3.9B

510 positions

#6SWS PartnersPassive

Some overlap · 7 shared positions

$ETN $PM $MU $SNOW $NOW $UBER

$405M

112 positions

#7Citizens National Bank Trust DepartmentPassive

Some overlap · 6 shared positions

$ETN $PM $MU $MO $LOW $SNOW

$601M

382 positions

#8Everest Financial Group LLCPassive

Some overlap · 7 shared positions

$ETN $MU $ASML $CRWD $SNOW $NOW

$607M

199 positions

#9First Long Island Investors, LLCActive

Some overlap · 7 shared positions

$ETN $PM $LOW $PH $ABT $UBER

$1.2B

70 positions

#10LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 8 shared positions

$PM $ASML $EOG $TMO $LOW $PH

$10.0B

560 positions

#11Mill Capital Management, LLCActive

Some overlap · 7 shared positions

$PM $MU $ASML $LHX $BKNG $TMO

$1.3B

130 positions

#12Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$ETN $PM $ASML $CRWD $SNOW $ABT

$1.4B

170 positions

#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ETN $ASML $TMO $LOW $ABT $AMGN

$7.8B

1,278 positions

#14SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ETN $MU $ASML $BKNG $PH $UBER

$229M

137 positions

#15Thomasville National Bank

Some overlap · 7 shared positions

$PM $ASML $BKNG $TMO $NOW $AXP

$1.6B

235 positions

#16Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$ETN $PM $PH $ABT $AMGN $DUK

$821M

85 positions

#17Samalin Investment Counsel, LLCPassive

Some overlap · 5 shared positions

$ETN $EPD $MPLX $APO $DUK

$282M

319 positions

#18Greystone Financial Group, LLCPassive

Some overlap · 8 shared positions

$CRWD $TMO $LOW $SNOW $NOW $ABT

$353M

78 positions

#19Benchmark Investment Advisors LLCPassive

Some overlap · 7 shared positions

$MU $ASML $CRWD $BKNG $PH $NOW

$172M

76 positions

#20Fund Advisors of America Inc/FLPassive

Some overlap · 5 shared positions

$EPD $PM $MU $ASML $DUK

$99M

118 positions

#21Range Financial Group LLCPassive

Some overlap · 6 shared positions

$PM $MU $MO $BKNG $LOW $AMGN

$298M

190 positions

#22Independent Solutions Wealth Management, LLCActive

Some overlap · 6 shared positions

$ETN $PM $MO $CRWD $SNOW $AMGN

$679M

185 positions

#23CFM WEALTH PARTNERS LLCActive

Some overlap · 5 shared positions

$EPD $PM $MO $CRWD $FFIN

$667M

143 positions

#24CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$PM $MU $MO $EOG $AXP $AMGN

$140M

72 positions

#25MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Some overlap · 5 shared positions

$EPD $MU $MPLX $MO $ASML

$176M

81 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.