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Hedge Funds Similar to DOHENY ASSET

13F Portfolio OverlapQ2 2026DOHENY ASSET portfolio →
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Most similar hedge funds by 13F overlap

DOHENY ASSET MANAGEMENT /CA is an institutional investor managing $172M across 61 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 DOHENY ASSET are SWS Partners, Oak Harvest Investment Services, SEARLE, with shared positions in $NTRA, $PM, $ETN, $PSX, $GD, $DUK. The full ranking of 25 similar funds is below.

#1SWS PartnersPassive
Some overlap · 6 shared positions
$NTRA$PM$ETN$PSX$GD$DUK
$465M
108 positions
#2Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$AEM$ETN$PM$FANG$TXN$DUK
$1.1B
166 positions
#3SEARLE & CO.Passive
Some overlap · 5 shared positions
$PM$AXP$ETN$TXN$QCOM
$445M
194 positions
#4Capital Innovations LLCActive
Some overlap · 3 shared positions
$VST$ENB$DUK
$385M
51 positions
#5KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$AEM$PM$QCOM$CCJ
$198M
97 positions
#6CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$PM$AXP$EOG$TXN
$171M
71 positions
#7Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AXP$VST$PM$ETN
$284M
73 positions
#8BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VST$QCOM$ETN$EOG
$696M
113 positions
#9COLRAIN CAPITAL LLCActive
Some overlap · 3 shared positions
$VST$QCOM$EOG
$295M
25 positions
#10Empire Life Investments Inc.Active
Some overlap · 4 shared positions
$VST$PM$EOG$TXN
$1.8B
113 positions
#11Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$AXP$QCOM$VST$EOG
$274M
58 positions
#12HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$ENB$AXP
$252M
43 positions
#13VAN ECK ASSOCIATES CORPActive
Some overlap · 6 shared positions
$AEM$QCOM$TXN$CDE$MCHP$CCJ
$164.1B
1,337 positions
#14Ninepoint Partners LPActive
Some overlap · 5 shared positions
$FANG$ENB$CDE$AEM$CCJ
$1.3B
165 positions
#15Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$PM$AXP$TXN$GD$DUK
$637M
146 positions
#16BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$PM$QCOM$AXP$FANG$DUK
$504M
136 positions
#17STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 6 shared positions
$ETN$PM$MCHP$TXN$GD$DUK
$650M
262 positions
#18BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$AXP$ETN$QCOM$TXN$PSX
$371M
394 positions
#19Foyston, Gordon, & Payne IncPassive
Some overlap · 3 shared positions
$PM$AXP$QCOM
$468M
68 positions
#20Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$ETN$PM$VST
$908M
182 positions
#21ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$PM$AXP$QCOM
1 positions
#22Parvin Asset Management, LLCPassive
Some overlap · 4 shared positions
$AEM$EOG$QCOM$CDE
$127M
320 positions
#23Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$QCOM$TXN$ENB
$455M
118 positions
#24Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$PM$QCOM$TXN$PSX$DUK
$94M
64 positions
#25Renasant BankPassive
Some overlap · 5 shared positions
$QCOM$ETN$EOG$TXN$GD
$156M
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.