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Hedge Funds Similar to Dana Investment Advisors

13F Portfolio OverlapQ2 2026Dana Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Dana Investment Advisors, Inc. is an institutional investor managing $3.8B across 572 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 Dana Investment Advisors are Aspire Private, FIDUCIARY FAMILY OFFICE, GDS Wealth, with shared positions in $APH, $VRT, $IQV, $UBER, $ADI, $AXP. The full ranking of 25 similar funds is below.

#1Aspire Private Capital, LLCPassive
Notable overlap · 16 shared positions
$APH$VRT$IQV$UBER$ADI$AXP
$484M
175 positions
#2FIDUCIARY FAMILY OFFICE, LLCActive
Some overlap · 11 shared positions
$VRT$APH$AXP$PM$WFC$IQV
$400M
177 positions
#3GDS Wealth ManagementPassive
Some overlap · 7 shared positions
$APH$IQV$ADI$FANG$AXP$ALL
$2.1B
232 positions
#4Omnitrust Wealth Management, Inc
Some overlap · 8 shared positions
$VRT$ADI$AXP$PM$BNY$WFC
$77M
64 positions
#5LORD, ABBETT & CO. LLCPassive
Some overlap · 8 shared positions
$APH$ADI$PM$DDOG$WFC$PH
$34.9B
558 positions
#6ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 7 shared positions
$SNOW$ADI$UBER$AXP$BNY$WFC
$130M
106 positions
#7COUNTRY TRUST BANKActive
Some overlap · 6 shared positions
$APH$IQV$NOW$AXP$DDOG$SYY
$5.7B
628 positions
#8Voya Financial Advisors, Inc.Smart money
Some overlap · 7 shared positions
$IQV$ADI$PM$BNY$WFC$AMT
$1.1B
208 positions
#9Boston PartnersPassive
Some overlap · 7 shared positions
$IQV$FANG$UBER$AXP$PM$WFC
$112.6B
802 positions
#10COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 6 shared positions
$APH$IQV$UBER$SLB$PH$TJX
$1.9B
144 positions
#11Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$NOW$VRT$UBER$AXP$DDOG$TJX
$115M
89 positions
#12ASSOCIATED BANC-CORPPassive
Some overlap · 6 shared positions
$NOW$IQV$UBER$ALL$PM$SYY
$4.2B
381 positions
#13Sunstone Asset Management, L.P.Passive
Some overlap · 5 shared positions
$APH$NOW$SNOW$ADI$AMT
$92M
57 positions
#14ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$APH$NOW$VRT$UBER$JCI
$551M
40 positions
#15Lord & Richards Wealth Management, LLCActive
Some overlap · 5 shared positions
$APH$NOW$UBER$FANG$AMT
$128M
49 positions
#16Strong Retirement Solutions LLCPassive
Some overlap · 5 shared positions
$APH$NOW$UBER$FANG$AMT
$167M
82 positions
#17Wilian Securities, LLCPassive
Some overlap · 5 shared positions
$APH$NOW$UBER$FANG$AMT
$169M
89 positions
#18WealthShield Partners, LLCPassive
Some overlap · 6 shared positions
$APH$UBER$FANG$JCI$PH$TJX
$654M
379 positions
#19Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 5 shared positions
$APH$VRT$SNOW$UBER$DDOG
$157M
85 positions
#20CASTLEARK MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NOW$VRT$SNOW$ADI$LGND$FANG
$3.7B
309 positions
#21Curat Global, LLCPassive
Some overlap · 6 shared positions
$APH$ADI$AXP$JCI$SYY$TJX
$122M
251 positions
#22OARSMAN CAPITAL, INC.Active
Some overlap · 6 shared positions
$APH$UBER$WFC$JCI$PH$TJX
$945M
244 positions
#23Signal Advisors Wealth, LLCPassive
Some overlap · 5 shared positions
$APH$NOW$FANG$AMT$UBER
$2.0B
630 positions
#24HENDLEY & CO INCActive
Some overlap · 6 shared positions
$APH$PM$AXP$SLB$PH$TJX
$283M
47 positions
#25Sound Capital Solutions LLCPassive
Some overlap · 5 shared positions
$NOW$APH$SNOW$UBER$ADI
$427M
309 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.