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 Daybright Advisory Services

13F Portfolio OverlapQ2 2026Daybright Advisory Services portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Daybright Advisory Services, Inc. is an institutional investor managing $419M across 145 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 Daybright Advisory Services are Faithward Advisors, Benchmark Investment Advisors, Kessler Investment Group, with shared positions in $ANET, $CRWD, $PLTR, $VRT, $OUNZ, $ASML. The full ranking of 25 similar funds is below.

#1Faithward Advisors, LLCPassive

Some overlap · 7 shared positions

$ANET $CRWD $PLTR $VRT $OUNZ $ASML

$819M

339 positions

#2Benchmark Investment Advisors LLCPassive

Some overlap · 7 shared positions

$ANET $CRWD $PLTR $VRT $ASML $KLAC

$228M

70 positions

#3Kessler Investment Group, LLCPassive

Some overlap · 6 shared positions

$CRWD $ANET $PLTR $VRT $KLAC $PM

$234M

81 positions

#4Darden Wealth Group IncPassive

Some overlap · 5 shared positions

$CRWD $ANET $CLS $ASML $APP

$252M

155 positions

#5GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$CRWD $ANET $PLTR $VRT $APP

$363M

43 positions

#6Paragon Advisors, LLCActive

Some overlap · 6 shared positions

$ANET $CRWD $PLTR $VRT $ASML $APP

$476M

77 positions

#7Cornerstone Select Advisors, LLCPassive

Some overlap · 7 shared positions

$CRWD $ANET $PLTR $VRT $KLAC $VZ

$238M

149 positions

#8True Vision MN LLC

Some overlap · 4 shared positions

$CRWD $ANET $PLTR $VRT

$194M

98 positions

#9ITHAKA GROUP LLCActive

Some overlap · 4 shared positions

$CRWD $ANET $PLTR $VRT

$551M

40 positions

#10Disciplined Equity Management, Inc.Smart money

Some overlap · 6 shared positions

$CRWD $ANET $PLTR $VZ $OKE $MO

$226M

45 positions

#11Stony Point Wealth Management Inc.Passive

Some overlap · 6 shared positions

$CRWD $ANET $MAR $PM $OKE $MO

$283M

103 positions

#12PeakShares LLCActive

Some overlap · 6 shared positions

$CRWD $ANET $PLTR $KLAC $VZ $MO

$134.4B

122 positions

#13Titan Wealth (CI) LtdPassive

Some overlap · 4 shared positions

$CRWD $ANET $PLTR $KLAC

$269M

51 positions

#14Synergy Financial Group, LTDPassive

Some overlap · 4 shared positions

$CRWD $ANET $DOV $ASML

$139M

119 positions

#15GUERRA PAN ADVISORS, LLCPassive

Some overlap · 4 shared positions

$CRWD $ANET $VRT $ASML

$179M

118 positions

#16Alaethes Wealth, LLCPassive

Some overlap · 5 shared positions

$CRWD $ANET $ASML $KLAC $PM

$345M

111 positions

#17Riggs Asset Managment Co. Inc.Passive

Some overlap · 4 shared positions

$ANET $CRWD $PLTR $VRT

$560M

132 positions

#18Baltimore-Washington Financial Advisors, Inc.Passive

Some overlap · 4 shared positions

$CRWD $ANET $MAR $ASML

$2.7B

206 positions

#19PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 6 shared positions

$CRWD $CLS $PLTR $VRT $KLAC $APP

$174M

92 positions

#20Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$CRWD $ANET $MAR $KLAC

$181M

73 positions

#21Spartan Wealth Advisory Services LLCPassive

Some overlap · 4 shared positions

$CRWD $ANET $VRT $ASML

$1.2B

320 positions

#22Knollwood Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$CRWD $ANET $PLTR $VRT $KLAC

$1.1B

270 positions

#23Bluebird Wealth Management LLCPassive

Some overlap · 4 shared positions

$CRWD $ANET $VRT $ASML

$115M

89 positions

#24WD RUTHERFORD LLCPassive

Some overlap · 4 shared positions

$CRWD $ANET $VRT $APP

$276M

75 positions

#25Left Brain Wealth Management, LLCPassive

Some overlap · 4 shared positions

$CRWD $ANET $VRT $MO

$332M

99 positions

Compare Daybright Advisory Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Daybright Advisory Services’s holdings

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.