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Hedge Funds Similar to Daviman Financial

13F Portfolio OverlapQ2 2026Daviman Financial portfolio →
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Most similar hedge funds by 13F overlap

Daviman Financial, LLC is an institutional investor managing $181M across 92 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 Daviman Financial are Upper Left Wealth, Destiny, Compass Wealth, with shared positions in $GLDM, $IBIT, $STT, $BITB, $SO, $MSTR. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Notable overlap · 4 shared positions
$GLDM$IBIT$STT$BITB
$180M
73 positions
#2Destiny Capital Corp/COSmart money
Notable overlap · 3 shared positions
$GLDM$IBIT$STT
$215M
58 positions
#3Compass Wealth Management, LLC/GAActive
Notable overlap · 3 shared positions
$GLDM$SO$STT
$251M
74 positions
#4Copia Wealth ManagementPassive
Notable overlap · 4 shared positions
$GLDM$IBIT$STT$SO
$166M
570 positions
#5Graetz Wealth LLCActive
Notable overlap · 3 shared positions
$IBIT$GLDM$STT
$125M
84 positions
#63EDGE Asset Management, LPActive
Some overlap · 3 shared positions
$GLDM$STT$BITB
$2.2B
94 positions
#7RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$GLDM$STT$SO
$581M
172 positions
#8ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$GLDM$IBIT$STT
$621M
90 positions
#9My Portfolio Guide, LLC
Some overlap · 3 shared positions
$GLDM$SO$MSTR
$181M
166 positions
#10Collaborative Wealth Managment Inc.Active
Some overlap · 3 shared positions
$GLDM$STT$IBIT
$238M
170 positions
#11Farringdon Capital, Ltd.Passive
Some overlap · 3 shared positions
$IBIT$BITB$MSTR
$202M
184 positions
#12ParaFi Capital LPActive
Some overlap · 3 shared positions
$IBIT$BITB$MSTR
$361M
24 positions
#13Go Invest LLCSmart money
Some overlap · 4 shared positions
$IBIT$STT$GLDM$BITB
$426M
129 positions
#14Avenir Tech LtdSmart money
Some overlap · 3 shared positions
$IBIT$BITB$MSTR
$671M
32 positions
#15Signature Wealth Management Group
Some overlap · 3 shared positions
$SO$VLO$BITB
$263M
128 positions
#16Financial Enhancement Group LLCPassive
Some overlap · 5 shared positions
$GLDM$IBIT$STT$MSTR$SO
$839M
137 positions
#17Wiser Wealth Management, IncSmart money
Some overlap · 3 shared positions
$SO$BITB$ETHW
$523M
75 positions
#18HIGHBRIDGE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SO$MSTR$IBIT
$4.1B
433 positions
#19Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$IBIT$MSTR
$1.2B
297 positions
#20Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$GLDM$STT$IBIT
$258M
228 positions
#21Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GLDM$STT$IBIT
$259M
233 positions
#22FORONJY FINANCIAL LLCActive
Some overlap · 3 shared positions
$GLDM$STT$IBIT
$272M
108 positions
#23Farmers & Merchants Trust Co of Chambersburg PAPassive
Some overlap · 3 shared positions
$SO$STT$VLO
$394M
358 positions
#24Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$IBIT$MSTR$BITB
$215M
99 positions
#25DMC Group, LLCPassive
Some overlap · 3 shared positions
$VLO$SO$STT
$146M
128 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.