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Hedge Funds Similar to DJE Kapital AG

13F Portfolio OverlapQ2 2026DJE Kapital AG portfolio →
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Most similar hedge funds by 13F overlap

DJE Kapital AG is an institutional investor managing $5.3B across 124 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 DJE Kapital AG are BRIGHT ROCK, STRATEGIC PLANNING GROUP, ZEVIN ASSET, with shared positions in $TJX, $LIN, $NEE, $ANET, $VZ, $MS. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$TJX$LIN$NEE$ANET$VZ$MS
$499M
73 positions
#2STRATEGIC PLANNING GROUP, LLCActive
Notable overlap · 6 shared positions
$ASML$MS$LIN$ANET$TJX$NEM
$918M
75 positions
#3ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$TJX$LIN$ASML$CDNS
$713M
97 positions
#4Ayrshire Capital Management LLCPassive
Notable overlap · 4 shared positions
$LIN$TJX$ANET$MS
$214M
50 positions
#5Smith, Salley & AssociatesPassive
Notable overlap · 5 shared positions
$ASML$TJX$NEE$ANET$LIN
$2.3B
275 positions
#6Baugh & Associates, LLCActive
Notable overlap · 5 shared positions
$ASML$MS$NEE$VZ$ANET
$226M
42 positions
#7Blue Chip Partners, LLCActive
Notable overlap · 5 shared positions
$ASML$TJX$MS$NEE$PWR
$1.6B
184 positions
#8NIXON PEABODY TRUST COActive
Notable overlap · 6 shared positions
$ASML$TJX$MS$ANET$NEE$PWR
$1.4B
177 positions
#9Brentview Investment Management LLCActive
Notable overlap · 5 shared positions
$LIN$TJX$MS$NEE$TD
$253M
63 positions
#10Alaethes Wealth, LLCPassive
Notable overlap · 6 shared positions
$ASML$MS$ANET$ROK$UBS$NEE
$345M
111 positions
#11FULTON BREAKEFIELD BROENNIMAN LLCPassive
Notable overlap · 4 shared positions
$ASML$LIN$TJX$NEE
$1.7B
208 positions
#12NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$LIN$TJX$ANET
$341M
91 positions
#13Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$TJX$NEE$VZ$SLB
$116M
240 positions
#14WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$LIN$TJX$NEE$ASML
$1.3B
73 positions
#1511 Capital Partners LPActive
Some overlap · 3 shared positions
$LIN$ASML$PWR
$368M
22 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$LIN$MS$NEE
$467M
118 positions
#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TJX$LIN$ASML$NEE
$8.0B
1,334 positions
#18GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$ANET$ASML$TTE$AEM$MS$VZ
$2.2B
268 positions
#19FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$LIN$TJX$NEE$ANET$VZ
$1.3B
159 positions
#20CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$ASML$LIN$NEE$SLB$PWR
$78M
44 positions
#21CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$LIN$MS$TJX$VZ$PWR
$1.2B
153 positions
#22CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$ASML$MS$LIN$TJX$SLB$PWR
$3.2B
592 positions
#23CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$LIN$TJX$NEE$PWR
$767M
184 positions
#24FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$TJX$ASML$LIN
$118M
56 positions
#25CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 5 shared positions
$TJX$VZ$ASML$ROK$FDX
$982M
142 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.