What hedge funds are most similar to DAGCO, INC.?

The funds with the most similar 13F portfolios to DAGCO, INC. are Michael Brady, Opus Group, Banco de Sabadell, S.A, based on overlapping conviction holdings in the latest SEC filings.

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 DAGCO

13F Portfolio OverlapQ3 2026DAGCO portfolio →

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Most similar hedge funds by 13F overlap

DAGCO, INC. is an institutional investor managing $576M across 118 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 DAGCO are Michael Brady, Opus Group, Banco de Sabadell, S.A, with shared positions in $PH, $ETN, $ADI, $CSX, $PEP, $UNP. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$PH $ETN $ADI $CSX $PEP $UNP

$110M

55 positions

#2Opus Capital Group, LLCActive

Notable overlap · 3 shared positions

$SLS $TRV $NEE

$1.0B

150 positions

#3Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ETN $ADI $CSX $NEE $TMO $UNP

$170M

61 positions

#4Raub Brock Capital Management LPActive

Notable overlap · 4 shared positions

$PH $ETN $SHW $TMO

$326M

47 positions

#5RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$PH $ETN $ADI $NEE $SLV

$1.1B

90 positions

#6HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$PH $ETN $PEP $UNP $AEP $ABT

$283M

47 positions

#7Candelo Capital Management LPPassive

Notable overlap · 3 shared positions

$PH $ADI $TMO

$162M

34 positions

#8Wilkinson Global Asset Management LLCActive

Notable overlap · 4 shared positions

$PH $ADI $SHW $UNP

$1.3B

62 positions

#9Two Point Capital Management, Inc.Active

Notable overlap · 3 shared positions

$PH $ETN $TMO

$223M

30 positions

#10Phoenix Wealth AdvisorsActive

Notable overlap · 6 shared positions

$ETN $ADI $NEE $PEP $CB $UNP

$297M

129 positions

#11First Long Island Investors, LLCActive

Notable overlap · 5 shared positions

$PH $ETN $NEE $PEP $ABT

$1.4B

73 positions

#12Joseph Group Capital ManagementPassive

Some overlap · 3 shared positions

$PH $ETN $AEP

$476M

387 positions

#13Port Capital LLCActive

Some overlap · 4 shared positions

$PH $ETN $SHW $ORLY

$2.5B

108 positions

#14Winthrop Partners - WNY, LLCPassive

Some overlap · 5 shared positions

$ETN $ADI $NEE $CB $UNP

$202M

87 positions

#15HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 5 shared positions

$ADI $ETN $NEE $CB $UNP

$465M

139 positions

#16Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$ETN $ADI $NSC $PEP $AEP

$214M

33 positions

#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ADI $ETN $NEE $TMO $PEP $CB

$8.0B

1,334 positions

#18RE ADVISERS CORPActive

Some overlap · 4 shared positions

$PH $ETN $CSX $CB

$4.0B

124 positions

#19Minot DeBlois Advisors LLCPassive

Some overlap · 7 shared positions

$ADI $TRV $NEE $PEP $CB $UNP

$116M

240 positions

#20Night Squared LPPassive

Some overlap · 3 shared positions

$PH $ADI $ETN

$930M

69 positions

#21SMA Capital LLCPassive

Some overlap · 4 shared positions

$PH $CSX $ORLY $UNP

$238M

121 positions

#22Tower View Wealth Management LLCPassive

Some overlap · 4 shared positions

$PH $ETN $ADI $UNP

$231M

193 positions

#23Tulsa Wealth Advisors, INCActive

Some overlap · 5 shared positions

$ETN $ADI $NEE $CB $UNP

$710M

166 positions

#24Kesler, Norman & Wride, LLCPassive

Some overlap · 6 shared positions

$ADI $PH $NEE $CB $UNP $ABT

$631M

271 positions

#25Scissortail Wealth Management, LLCPassive

Some overlap · 4 shared positions

$ETN $ADI $CB $UNP

$520M

106 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.