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Hedge Funds Similar to DMC Group

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

DMC Group, LLC is an institutional investor managing $146M across 128 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 DMC Group are GILPIN WEALTH, ACCESS FINANCIAL SERVICES, Boomfish Wealth Group, with shared positions in $KLAC, $FTNT, $AMGN, $MTZ, $EMR, $VLO. The full ranking of 25 similar funds is below.

#1GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KLAC$FTNT$AMGN$MTZ$EMR
$145M
1,064 positions
#2ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 4 shared positions
$KLAC$FTNT$VLO$AMGN
$305M
103 positions
#3Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$FTNT$AMGN
$220M
95 positions
#4Impact Investors, IncPassive
Some overlap · 5 shared positions
$ASML$KLAC$STT$IAU$MUFG
$137M
88 positions
#5Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$IAU$SHOP
$819M
339 positions
#6China Universal Asset Management Co., Ltd.Passive
Some overlap · 6 shared positions
$AMGN$KLAC$GILD$IAU$BAR$ASML
$1.7B
513 positions
#7OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$KLAC$AMGN$ASML$STT$GILD
$1.8B
139 positions
#8SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 5 shared positions
$ASML$STLD$STT$FTNT$KLAC
$892M
299 positions
#9Madson Wealth Advisors IncActive
Some overlap · 4 shared positions
$KLAC$ASML$IAU$EMR
$147M
97 positions
#10FourThought Financial Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$AMGN$FTNT
$1.3B
393 positions
#11COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$KLAC$AMGN$STT$EMR
$414M
164 positions
#12Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$KLAC$STT$IAU$AMGN
$1.8B
529 positions
#13Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$KLAC$SO$GILD$EMR
$398M
113 positions
#14CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$KLAC$VLO$ALAB$EMR
$569M
256 positions
#15Capital International, Inc./CA/Active
Some overlap · 4 shared positions
$KLAC$ASML$AMGN$SHOP
$14.3B
302 positions
#16E Fund Management Co., Ltd.Active
Some overlap · 3 shared positions
$KLAC$ASML$ALAB
$4.5B
488 positions
#17Great Diamond Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$AMGN$VLO$UNM
$582M
238 positions
#18Carmel Capital Management L.L.C.Active
Some overlap · 4 shared positions
$KLAC$ASML$VLO$EMR
$456M
28 positions
#19Stiles Financial Services IncPassive
Some overlap · 4 shared positions
$ASML$KLAC$VLO$STLD
$398M
183 positions
#20STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$KLAC$ASML$AMGN$EMR
$146.1B
107 positions
#21Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$KLAC$FTNT$VLO
$181M
73 positions
#22MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$STLD$VLO
$659M
150 positions
#23KP Management LLCPassive
Some overlap · 3 shared positions
$KLAC$ASML$ALAB
$532M
86 positions
#24BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$KLAC$ASML$IAU
$1.5B
234 positions
#25Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$ALAB$ASML
$43.9B
1,133 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.