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 DecisionMap Wealth

13F Portfolio OverlapQ2 2026DecisionMap Wealth portfolio →

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Most similar hedge funds by 13F overlap

DecisionMap Wealth Management, LLC is an institutional investor managing $179M 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 DecisionMap Wealth are Saratoga Research & Investment, Consolidated Portfolio Review, Autumn Glory Partners, with shared positions in $ASML, $DIS, $GD, $SBUX, $ISRG, $NVO. The full ranking of 25 similar funds is below.

#1Saratoga Research & Investment ManagementActive

Notable overlap · 13 shared positions

$ASML $DIS $GD $SBUX $ISRG $NVO

$1.8B

46 positions

#2Consolidated Portfolio Review CorpSmart money

Some overlap · 3 shared positions

$FBTC $IBIT $ASML

$1.2B

34 positions

#3Autumn Glory Partners, LLCPassive

Some overlap · 8 shared positions

$ASML $DIS $GD $SBUX $NVO $UL

$353M

212 positions

#4Smart Money Group LLCSmart money

Some overlap · 4 shared positions

$FBTC $PCAR $ASML $UL

$390M

86 positions

#5Alamea Verwaltungs GmbHActive

Some overlap · 3 shared positions

$FBTC $IBIT $ASML

$125M

73 positions

#6Tevis Investment ManagementPassive

Some overlap · 7 shared positions

$ASML $DIS $GD $SBUX $NVO $UL

$183M

104 positions

#7Three Bridge Wealth Advisors, LLCActive

Some overlap · 9 shared positions

$ASML $NVO $DIS $UL $MDT $GD

$399M

87 positions

#8Pine Ridge Advisers LLCSmart money

Some overlap · 3 shared positions

$FBTC $IBIT $ASML

$1.7B

42 positions

#9Arlington Partners LLCActive

Some overlap · 7 shared positions

$ASML $SBUX $NVO $UL $CHRW $MDT

$55M

64 positions

#10Legacy Wealth Asset Management, LLCPassive

Some overlap · 3 shared positions

$FBTC $ASML $CL

$456M

380 positions

#11Financial Gravity Companies, Inc. (FGCO)Passive

Some overlap · 6 shared positions

$ASML $DIS $SBUX $NVO $CL $ISRG

$616M

1,040 positions

#12KLINGENSTEIN FIELDS & CO LPActive

Some overlap · 6 shared positions

$DIS $ISRG $CL $SBUX $HON $HONA

$2.9B

195 positions

#13ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 5 shared positions

$ASML $DIS $GD $HON $HONA

$1.9B

88 positions

#14Perennial Advisors, LLCPassive

Some overlap · 5 shared positions

$DIS $GD $SBUX $ASML $HONA

$649M

136 positions

#15MCDANIEL TERRY & COActive

Some overlap · 4 shared positions

$PCAR $ISRG $HON $HONA

$1.3B

81 positions

#16Financial Gravity Asset Management, Inc.

Some overlap · 5 shared positions

$ASML $DIS $SBUX $CL $UL

$562M

973 positions

#17HARBOUR INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$PCAR $SBUX $NVO $CL

$194M

108 positions

#18UNITED CAPITAL FINANCIAL ADVISORS, LLC

Some overlap · 7 shared positions

$ASML $DIS $SBUX $NVO $MDT $ISRG

$18.2B

1,622 positions

#19EVERETT HARRIS & CO /CA/Active

Some overlap · 5 shared positions

$DIS $SBUX $NVO $CL $UL

$8.1B

292 positions

#20Martin Capital Partners, LLCPassive

Some overlap · 5 shared positions

$ASML $GD $NVO $UL $MDT

$272M

72 positions

#21Vision Capital Management, Inc.Active

Some overlap · 5 shared positions

$DIS $SBUX $HON $HONA $CHRW

$876M

156 positions

#22CAMBIAR INVESTORS LLCActive

Some overlap · 5 shared positions

$ASML $HON $HONA $MDT $DEO

$2.3B

150 positions

#23Evelyn Partners Asset Management Ltd

Some overlap · 5 shared positions

$DIS $ASML $UL $ISRG $DEO

$406M

308 positions

#24TriCert Investment Counsel Inc.Active

Some overlap · 5 shared positions

$GD $SBUX $UL $MDT $DEO

$1.1B

88 positions

#25BROADWATER CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$DIS $GD $ISRG $CL $CHRW

$138M

208 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.