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Hedge Funds Similar to DSG Advisors

13F Portfolio OverlapQ2 2026DSG Advisors portfolio →
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Most similar hedge funds by 13F overlap

DSG Capital Advisors, LLC is an institutional investor managing $704M across 118 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 DSG Advisors are Longbow Finance SA, FLYWHEEL PRIVATE WEALTH, Connective Portfolio, with shared positions in $HWM, $C, $TJX, $PWR, $AXP, $ANET. The full ranking of 25 similar funds is below.

#1Longbow Finance SAPassive
Some overlap · 9 shared positions
$HWM$C$TJX$PWR$AXP$ANET
$782M
59 positions
#2FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 4 shared positions
$C$PWR$IAU$TJX
$203M
109 positions
#3Connective Portfolio Management, LLCPassive
Some overlap · 4 shared positions
$C$IAU$PWR$AXP
$67M
39 positions
#4BRAUN STACEY ASSOCIATES INCActive
Some overlap · 6 shared positions
$HWM$PWR$TJX$C$APH$TRV
$3.5B
114 positions
#5Westend Capital Management, LLCPassive
Some overlap · 4 shared positions
$TGT$PWR$HWM$AXP
$437M
242 positions
#6Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$C$TGT$TJX$ANET
$287M
33 positions
#7Mandatum Life Insurance Co LtdSmart money
Some overlap · 4 shared positions
$C$TGT$TJX$ANET
$540M
90 positions
#8Asio Capital, LLCActive
Some overlap · 5 shared positions
$C$PWR$AXP$ANET$APH
$816M
131 positions
#9OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$C$PWR$IAU
$113M
56 positions
#10Penobscot Investment Management Company, Inc.Passive
Some overlap · 6 shared positions
$PWR$TJX$C$ANET$APH$KLAC
$1.4B
322 positions
#11ALBION FINANCIAL GROUP /UTPassive
Some overlap · 4 shared positions
$C$PWR$TJX$APH
$1.8B
792 positions
#12Impact Investors, IncActive
Some overlap · 5 shared positions
$PWR$IAU$AZO$ANET$KLAC
$137M
88 positions
#13Parkside Investments, LLCActive
Some overlap · 4 shared positions
$C$IAU$COP$DVN
$879M
95 positions
#14McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$PWR$C$TJX$APH$MCK
$2.0B
323 positions
#15Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$PWR$HWM$AXP$ANET$KLAC
$746M
169 positions
#16CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$TGT$HWM$DVN$APH$KLAC
$552M
449 positions
#17Ameliora Wealth Management Ltd.Passive
Some overlap · 4 shared positions
$C$PWR$TJX$IAU
$350M
239 positions
#18South Street Advisors LLCActive
Some overlap · 4 shared positions
$PWR$HWM$TJX$APH
$769M
84 positions
#19HENDLEY & CO INCActive
Some overlap · 6 shared positions
$AZO$TJX$HWM$COP$AXP$APH
$283M
47 positions
#20Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$C$TGT$ANET$APH
$271M
91 positions
#21BURNEY CO/Active
Some overlap · 7 shared positions
$TJX$C$AZO$ANET$APH$KLAC
$3.7B
609 positions
#22Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$PWR$IAU$AXP$APH
$830M
159 positions
#23Hilltop National BankPassive
Some overlap · 5 shared positions
$IAU$PWR$AXP$ANET$KLAC
$465M
786 positions
#24Murphy Pohlad Asset Management LLCPassive
Some overlap · 5 shared positions
$C$TGT$COP$DVN$TRV
$288M
140 positions
#25Clarus Wealth AdvisorsActive
Some overlap · 3 shared positions
$C$PWR$TJX
$275M
86 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.