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Hedge Funds Similar to Diversified Portfolios

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

Diversified Portfolios, Inc. is an institutional investor managing $1.4B across 201 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 Diversified Portfolios are TSG Advice Partners, Curbstone Financial, OFS Enterprise, with shared positions in $MDY, $DOV, $ABT, $GLW, $DE, $ETN. The full ranking of 25 similar funds is below.

#1TSG Advice Partners, LLC
Some overlap · 3 shared positions
$MDY$DOV$ABT
$667M
135 positions
#2Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$GLW$ABT
$587M
215 positions
#3OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$DE$ETN
$392M
106 positions
#4Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$DOV$DIS
$418M
232 positions
#5LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$GLW$DIS
$230M
129 positions
#6SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$GLW$ETN
$1.5B
586 positions
#7Steele Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$DE$UMBF
$2.7B
85 positions
#8SIGNAL TREE FINANCIAL PARTNERS LLCActive
Some overlap · 3 shared positions
$MDY$DOV$ABT
$151M
53 positions
#9IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$GLW$DIS
$725M
165 positions
#10SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$DOV$ETN
$310M
128 positions
#11Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$DIS$ETN
$448M
500 positions
#12Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$MDY$NOC$DOV$DIS
$226M
97 positions
#13ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$ABT$DTB
$248M
96 positions
#14MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$DOV$GLW
$174M
78 positions
#15RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$ETN$DTB
$581M
172 positions
#16DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$GLW$DIS
$445M
204 positions
#17TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 3 shared positions
$MDY$DE$ETN
$1.7B
278 positions
#18Friday FinancialActive
Some overlap · 4 shared positions
$UMBF$MDY$DE$DIS
$373M
108 positions
#19Orcam Financial GroupActive
Some overlap · 3 shared positions
$MDY$DE$DOV
$205M
105 positions
#20Single Point Partners, LLCSmart money
Some overlap · 3 shared positions
$MDY$DE$GLW
$568M
103 positions
#21CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$GLW$DIS
$165M
92 positions
#22WealthSpring Partners, LLCActive
Some overlap · 4 shared positions
$MDY$DE$DOV$DIS
$116M
71 positions
#23TruNorth Capital Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$DOV$ETN
$623M
123 positions
#24Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$MDY$DOV$ABT$DIS
$683M
137 positions
#25First Financial Bank - Trust DivisionActive
Some overlap · 5 shared positions
$MDY$GLW$ABT$DIS$ETN
$1.4B
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.