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Hedge Funds Similar to Decker Wealth

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

Decker Wealth Management LLC is an institutional investor managing $471M across 107 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 Decker Wealth are Greystone Financial Group, Vertrix Wealth, Stillwater Wealth Group, with shared positions in $AMGN, $CRWD, $WM, $TJX, $LMT, $DUK. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$AMGN$CRWD$WM$TJX$LMT$DUK
$358M
74 positions
#2Vertrix Wealth Management, LLCPassive
Notable overlap · 8 shared positions
$AMGN$WM$TJX$CRWD$ABT$LMT
$297M
103 positions
#3Stillwater Wealth Management Group
Notable overlap · 7 shared positions
$TJX$WM$AMGN$LMT$ABT$SYK
$162M
77 positions
#4HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$TJX$AMGN$WM$DUK
$410M
53 positions
#5Essential Investment Partners LLCPassive
Notable overlap · 7 shared positions
$TJX$CRWD$WM$LMT$KLAC$SYK
$125M
312 positions
#6Townsend & Associates, IncActive
Notable overlap · 6 shared positions
$TJX$WM$HCA$LMT$DUK$TTE
$1.2B
115 positions
#7Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$TJX$WM$MDT$NUE
$1.3B
261 positions
#8Bull Street Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$AMGN$NUE$DUK
$219M
95 positions
#9Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$TJX$AMGN$MDT$CMI
$814M
61 positions
#10DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$WM$MDT$ABT
$235M
96 positions
#11Lakeside Advisors, INC.Active
Some overlap · 5 shared positions
$NUE$WM$MDT$CSX$AMGN
$159M
65 positions
#12TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$AMGN$TJX$WM$CSX$ABT
$1.3B
226 positions
#13Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$TJX$CRWD$NEM
$508M
84 positions
#14Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$WM$TJX$CRWD$ABT$KLAC
$1.6B
184 positions
#15Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$TJX$AMGN$DUK$VZ
$20.0B
154 positions
#16Trinity Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$WM$AMGN$TJX$SYK$VZ
$500M
110 positions
#17JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$TJX$AMGN$KLAC$SYK
$748M
68 positions
#18Directional Asset ManagementPassive
Some overlap · 5 shared positions
$CRWD$AMGN$WM$ABT$VZ
$118M
94 positions
#19Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$HCA$KLAC$CMI$NUE
$234M
81 positions
#20Counterweight Ventures, LLCPassive
Some overlap · 5 shared positions
$NUE$AMGN$WM$CSX$DUK
$201M
81 positions
#21BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$NUE$WM$ABT$LMT
$2.5B
270 positions
#22JERICHO FINANCIAL, LLPActive
Some overlap · 3 shared positions
$CRWD$WM$ABT
$193M
41 positions
#23ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$AMGN$WM$MDT$TJX$ABT$CMI
$460M
220 positions
#24CROBANPassive
Some overlap · 4 shared positions
$R$AMGN$LMT$DUK
$227M
81 positions
#25Buck Wealth Strategies, LLCPassive
Some overlap · 5 shared positions
$AMGN$WM$LMT$GLDM$VZ
$956M
1,170 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.