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Hedge Funds Similar to Dakota Wealth

13F Portfolio OverlapQ2 2026Dakota Wealth portfolio →
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Most similar hedge funds by 13F overlap

Dakota Wealth Management is an institutional investor managing $5.2B across 776 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Dakota Wealth are FORTEM FINANCIAL GROUP, BALDWIN WEALTH PARTNERS, Blue Chip Partners, with shared positions in $KLAC, $CMI, $ADI, $DELL, $APH, $HWM. The full ranking of 25 similar funds is below.

#1FORTEM FINANCIAL GROUP, LLCPassive
Notable overlap · 6 shared positions
$KLAC$CMI$ADI$DELL$APH$HWM
$487M
190 positions
#2BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 5 shared positions
$KLAC$IAU$PWR$ADI$WM
$1.5B
234 positions
#3Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$KLAC$PWR$TJX$WM$ETN
$1.6B
184 positions
#4Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$PWR$CMI$ETN
$487M
628 positions
#5Petros Family Wealth, LLCPassive
Some overlap · 4 shared positions
$KLAC$ADI$TJX$AMGN
$164M
134 positions
#6Jones Kertz & Associates, Inc.Active
Some overlap · 4 shared positions
$KLAC$ADI$APH$AMGN
$217M
66 positions
#7CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$KLAC$ADI$APH$ETN
$1.3B
99 positions
#8JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$KLAC$TJX$APH$AMGN
$740M
68 positions
#9JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$KLAC$TJX$APH$WM
$4.1B
83 positions
#10Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$ADI$TJX$CBOE
$1.5B
143 positions
#11Alcosta Capital Management, Inc.Active
Some overlap · 4 shared positions
$KLAC$TJX$APH$HWM
$148M
22 positions
#12REXFORD CAPITAL INCPassive
Some overlap · 4 shared positions
$KLAC$BNY$AMGN$WM
$163M
301 positions
#13COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$KLAC$TJX$AMGN$ETN
$427M
162 positions
#14OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$KLAC$APH$AMGN$BNY
$1.8B
139 positions
#15KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$KLAC$PWR$APH$HWM$ETN$BNY
$235M
100 positions
#16Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$KLAC$TJX$APH$ETN
$219M
50 positions
#17BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KLAC$BNY$PWR$TJX$ETN
$436M
104 positions
#18PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 3 shared positions
$KLAC$PWR$CMI
$994M
219 positions
#19Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$KLAC$PWR$DELL
$248M
55 positions
#20BANK OF STOCKTONActive
Some overlap · 3 shared positions
$KLAC$CMI$ADI
$333M
124 positions
#21OAKTOP CAPITAL MANAGEMENT II, L.P.Smart money
Some overlap · 3 shared positions
$KLAC$ADI$DELL
$2.4B
14 positions
#22Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$KLAC$BNY$ADI$DELL$HWM
$169M
77 positions
#23Close Asset Management LtdActive
Some overlap · 3 shared positions
$KLAC$ADI$APH
$3.8B
269 positions
#24Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$KLAC$IAU$ETN
$396M
205 positions
#25JGP Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$ADI$AMGN
$1.1B
242 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.