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Hedge Funds Similar to Dodds Wealth

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

Dodds Wealth, LLC is an institutional investor managing $445M across 56 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 Dodds Wealth are Junk Investment Group, CORDA Investment, Addison, with shared positions in $DOV, $PNC, $DIS, $WELL, $USB, $PEP. The full ranking of 25 similar funds is below.

#1Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$DOV$PNC$DIS
$241M
98 positions
#2CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$WELL$USB$PEP
$1.5B
78 positions
#3Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$PEP$DIS
$610M
184 positions
#4Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$DOV$DIS$MAR
$391M
105 positions
#5Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$PEP$WELL
$225M
114 positions
#6HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$PEP$PNC
$209M
83 positions
#7PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$DOV$DIS$PEP
$728M
298 positions
#8Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$DIS$PEP
$399M
87 positions
#9PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$PEP$HCA
$216M
110 positions
#10Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$USB$PNC$PEP$DIS
$158M
78 positions
#11PARTHENON LLCActive
Some overlap · 4 shared positions
$DOV$PEP$PNC$DIS
$967M
129 positions
#12Prudent Man Investment Management, Inc.Smart money
Some overlap · 4 shared positions
$DOV$PNC$DIS$PEP
$293M
169 positions
#13VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$USB$PNC$MAR
$248M
158 positions
#14Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$DOV$PEP$DIS$CW
$683M
137 positions
#15DoubleLine ETF Adviser LPPassive
Some overlap · 3 shared positions
$WELL$PEP$DIS
$242M
170 positions
#16WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$MAR$PEP$DIS$WELL
$1.3B
73 positions
#17Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$PEP$DIS
$215M
84 positions
#18ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 3 shared positions
$USB$PNC$PEP
$156M
64 positions
#19Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$USB$PNC$PEP
$161M
62 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$USB$PNC$PEP
$1.2B
100 positions
#21CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$USB$PNC$PEP
$2.3B
150 positions
#22Gross & Hartman Investments LLCActive
Some overlap · 3 shared positions
$DOV$WELL$DIS
$226M
80 positions
#23Ellsworth Advisors, LLCPassive
Some overlap · 3 shared positions
$PNC$USB$PEP
$620M
193 positions
#24STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DOV$PEP$DIS
$589M
181 positions
#25PANORAMIC INVESTMENT ADVISORS, LLCActive
Some overlap · 3 shared positions
$WELL$PNC$PEP
$209M
141 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.