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 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

$490M

188 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

$489M

619 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

$748M

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

$2.5B

166 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

$414M

164 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

$214M

50 positions

#17BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KLAC $BNY $PWR $TJX $ETN

$414M

106 positions

#18PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 3 shared positions

$KLAC $PWR $CMI

$1.0B

213 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

$356M

126 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

$181M

73 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

$409M

214 positions

#25JGP Wealth Management, LLCActive

Some overlap · 3 shared positions

$KLAC $ADI $AMGN

$1.1B

231 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.