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 Dorsey Wright & Associates

13F Portfolio OverlapQ2 2026Dorsey Wright & Associates portfolio →

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Most similar hedge funds by 13F overlap

Dorsey Wright & Associates is an institutional investor managing $590M across 131 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 Dorsey Wright & Associates are VestGen Investment, Transamerica Financial Advisors, Bellwether Advisors, with shared positions in $CRS, $APH, $FLEX, $CAH, $EME, $CW. The full ranking of 25 similar funds is below.

#1VestGen Investment ManagementPassive

Substantial overlap · 23 shared positions

$CRS $APH $FLEX $CAH $EME $CW

$189M

218 positions

#2Transamerica Financial Advisors, LLCPassive

Substantial overlap · 17 shared positions

$CRS $HWM $WELL $FLEX $EME $FIX

$1.2B

2,188 positions

#3Bellwether Advisors, LLCPassive

Notable overlap · 10 shared positions

$WDC $EME $CW $FLEX $SNDK $PWR

$675M

167 positions

#4COOKSON PEIRCE & CO INCPassive

Notable overlap · 7 shared positions

$APH $FLEX $CAH $HWM $EME $FTI

$3.0B

317 positions

#5NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 9 shared positions

$FIX $CRS $EME $HWM $PWR $CAH

$1.3B

322 positions

#6Williamson Legacy Group, LLCPassive

Notable overlap · 9 shared positions

$WDC $MTZ $LITE $HWM $SNDK $FTI

$201M

75 positions

#7CHASE INVESTMENT COUNSEL CORPPassive

Notable overlap · 7 shared positions

$CRS $HWM $FTI $BNY $MTZ $EBAY

$474M

138 positions

#8RH Tailwind Management, LLCActive

Notable overlap · 5 shared positions

$CRS $FIX $HWM $MTZ $PWR

$1.0B

58 positions

#9Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$APH $FIX $FLEX $HWM $LITE

$513M

70 positions

#10Monument Capital ManagementPassive

Notable overlap · 8 shared positions

$FIX $EME $APH $CAH $MTZ $TPR

$497M

262 positions

#11PINNBROOK CAPITAL MANAGEMENT LPActive

Notable overlap · 9 shared positions

$FTI $DTM $WDC $SNDK $PWR $MTZ

$938M

103 positions

#12TimesSquare Capital Management, LLCActive

Notable overlap · 7 shared positions

$CRS $EME $FIX $CW $TRGP $IBKR

$6.8B

158 positions

#13Bristol Gate Capital Partners Inc.Active

Notable overlap · 5 shared positions

$APH $HWM $EME $TRGP $IBKR

$1.4B

33 positions

#14Retireful, LLCPassive

Notable overlap · 6 shared positions

$FIX $FLEX $WDC $MTZ $SNDK $STX

$107M

81 positions

#15Amanah Holdings TrustSmart money

Notable overlap · 6 shared positions

$APH $WDC $LITE $SNDK $STX $ALB

$1.7B

20 positions

#16Kaufman Rossin Wealth, LLCActive

Notable overlap · 7 shared positions

$FIX $APH $WDC $GM $EIX $TPR

$211M

112 positions

#17PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$FIX $WDC $SNDK $HWM $LITE $TRGP

$462M

86 positions

#18POINCIANA ADVISORS GROUP, LLCActive

Notable overlap · 8 shared positions

$HWM $FIX $MTZ $TPR $EME $FTI

$135M

113 positions

#19Markin Volterra Fund LPActive

Notable overlap · 8 shared positions

$WDC $LITE $SNDK $APH $FLEX $STX

$147M

69 positions

#20BRAUN STACEY ASSOCIATES INCActive

Notable overlap · 7 shared positions

$WDC $LITE $HWM $WELL $PWR $ETR

$3.5B

113 positions

#21Western Financial Corp/CAActive

Notable overlap · 10 shared positions

$BNY $WDC $ARWR $GM $STX $APH

$341M

132 positions

#22ODDO BHF ASSET MANAGEMENT SASPassive

Notable overlap · 8 shared positions

$HWM $EME $APH $WDC $WELL $LITE

$2.2B

253 positions

#23SCALAR GAUGE MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$FIX $WDC $MTZ $HWM $FN

$182M

27 positions

#24HANSEATIC MANAGEMENT SERVICES INCPassive

Notable overlap · 5 shared positions

$CRS $LITE $WDC $TPR $IBKR

$136M

83 positions

#25Virtue Capital Management, LLCPassive

Notable overlap · 9 shared positions

$WDC $SNDK $FIX $NEM $CRS $STX

$749M

343 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.