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 DMKC Advisory Services

13F Portfolio OverlapQ2 2026DMKC Advisory Services portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

DMKC Advisory Services, LLC is an institutional investor managing $530M across 92 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 DMKC Advisory Services are Allied Investment Advisors, Tarbox Group, BIRMINGHAM, with shared positions in $DE, $WFC, $USB, $STT, $MMM, $SYY. The full ranking of 25 similar funds is below.

#1Allied Investment Advisors, LLCPassive

Highly similar · 24 shared positions

$DE $WFC $USB $STT $MMM $SYY

$797M

110 positions

#2Tarbox Group, Inc.Smart money

Notable overlap · 12 shared positions

$DE $USB $ABT $BA $WFC $PFE

$698M

96 positions

#3BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 11 shared positions

$DE $CMI $LMT $MMM $ALL $FDX

$263M

90 positions

#4EQUITY INVESTMENT CORPActive

Notable overlap · 8 shared positions

$USB $WFC $TGT $TTE $GPC $DEO

$5.2B

76 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 9 shared positions

$USB $WFC $PEP $LOW $LMT $MDT

$1.2B

106 positions

#6InvesTrustPassive

Notable overlap · 10 shared positions

$WFC $USB $MMM $TGT $PEP $SHEL

$260M

95 positions

#7Clark & Stuart, IncPassive

Notable overlap · 9 shared positions

$MMM $SYY $ABT $KMB $PEP $GPC

$159M

57 positions

#8Eldred Rock Partners, LLCActive

Notable overlap · 6 shared positions

$DE $CMI $WFC $SHEL $PEP $EMR

$465M

29 positions

#9Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$DE $SYY $TGT $LMT $PEP $C

$181M

81 positions

#10NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$WFC $SYY $ABT $USB $LMT $SHEL

$863M

131 positions

#11CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 9 shared positions

$WFC $USB $KMB $GPC $TGT $MDT

$1.5B

184 positions

#12OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 8 shared positions

$CMI $SYY $PEP $ETN $KMB $PFE

$2.7B

54 positions

#13EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$USB $TGT $FDX $PFE $WFC $LMT

$1.3B

58 positions

#14Summit Financial Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$MMM $CMI $USB $LMT $ETN $BA

$782M

225 positions

#15Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$DE $USB $LMT $ETN $OTIS $PEP

$214M

33 positions

#16Kagan Cocozza Asset ManagementActive

Notable overlap · 7 shared positions

$WFC $STT $SYY $TGT $KMB $PFE

$160M

67 positions

#17Shelter Mutual Insurance CoActive

Notable overlap · 7 shared positions

$DE $TGT $SHEL $LOW $PEP $PFE

$473M

58 positions

#18CULBERTSON A N & CO INCActive

Notable overlap · 10 shared positions

$CMI $DE $USB $PEP $FDX $ABT

$859M

140 positions

#19Kinloch Capital, LLCPassive

Notable overlap · 8 shared positions

$O $TGT $SYY $KMB $GPC $PEP

$274M

79 positions

#20Mokosak Advisory Group, LLCSmart money

Notable overlap · 3 shared positions

$DE $PFG $WFC

$462M

38 positions

#21Juno Financial Group LLCActive

Notable overlap · 7 shared positions

$DE $LMT $LOW $PEP $CMI $ETN

$282M

73 positions

#22Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 5 shared positions

$DE $USB $BA $LMT $PFE

$1.1B

34 positions

#23CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$DE $USB $PEP $PFE $MDT $DEO

$1.6B

85 positions

#24SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$DE $KMB $PEP $ETN $MDT $ADP

$205M

55 positions

#25BCR Wealth Strategies, LLCSmart money

Notable overlap · 5 shared positions

$DE $WFC $LOW $PEP $EMR

$356M

32 positions

Compare DMKC Advisory Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View DMKC Advisory Services’s holdings

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.