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Hedge Funds Similar to DDFG

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

DDFG, Inc is an institutional investor managing $504M 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 DDFG are Holland Advisory Services, Aurdan, O'Domhnaill Enterprises, with shared positions in $PM, $AMGN, $MO, $DIS, $MDLZ, $SLV. The full ranking of 25 similar funds is below.

#1Holland Advisory Services, Inc.Active
Some overlap · 5 shared positions
$PM$AMGN$MO$DIS$MDLZ
$91M
49 positions
#2Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$AMGN$MO$DIS
$394M
99 positions
#3O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$PM$SLV$MO$GILD
$125M
61 positions
#4Forthright Family Wealth Advisory LLCActive
Some overlap · 3 shared positions
$PM$TDY$MO
$177M
57 positions
#5Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PM$AMGN$MO
$255M
278 positions
#6Canal Capital Management, LLCPassive
Some overlap · 3 shared positions
$PM$AMGN$MO
$819M
220 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$PM$AMGN$MO
$515M
142 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$PM$AMGN$DIS$MDLZ
$529M
75 positions
#9Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$PM$AMGN$DIS
$754M
41 positions
#10Smallwood Wealth Investment Management, LLCActive
Some overlap · 5 shared positions
$PM$AMGN$MO$DIS$MDLZ
$229M
529 positions
#11Bluesphere Advisors, LLCSmart money
Some overlap · 4 shared positions
$PM$SLV$MO$MDLZ
$324M
121 positions
#12R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$PM$AMGN$PLTR
$133M
47 positions
#13RBO & CO LLCActive
Some overlap · 4 shared positions
$PM$MO$DIS$MDLZ
$628M
56 positions
#14Kennon-Green & Company, LLCActive
Some overlap · 4 shared positions
$PM$MO$DIS$MDLZ
$128M
41 positions
#15Weinberger Asset Management, IncActive
Some overlap · 3 shared positions
$PM$MO$ATI
$312M
101 positions
#16Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$CW$PM$AMGN
$237M
75 positions
#17Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PM$AMGN$MO$PLTR
$198M
912 positions
#18Councilmark Asset Management, LLCActive
Some overlap · 3 shared positions
$PM$AMGN$DIS
$189M
84 positions
#19Capital World InvestorsActive
Some overlap · 3 shared positions
$PM$AMGN$GILD
$846.4B
637 positions
#20Range Financial Group LLCPassive
Some overlap · 3 shared positions
$PM$AMGN$MO
$366M
206 positions
#21TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$PM$MO$MDLZ$PLTR
$686M
151 positions
#22P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$PM$AMGN$MO
$133M
66 positions
#23Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$AMGN$PM$MO
$116M
65 positions
#24Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$PM$AMGN$MO
$334M
127 positions
#25CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$PM$MO$DIS
$171M
71 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.