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Hedge Funds Similar to Dynamic Advisor Solutions

13F Portfolio OverlapQ2 2026Dynamic Advisor Solutions portfolio →
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Most similar hedge funds by 13F overlap

Dynamic Advisor Solutions LLC is an institutional investor managing $3.5B across 1,045 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 Dynamic Advisor Solutions are Investment Counsel, JPL Wealth, Walsky Investment, with shared positions in $EMR, $SO, $NOC, $MS, $PEP, $SHW. The full ranking of 25 similar funds is below.

#1Capital Investment Counsel, LLCPassive
Slight overlap · 5 shared positions
$EMR$SO$NOC$MS$PEP
$808M
156 positions
#2JPL Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$EMR$SO$NOC$MS$PEP
$504M
1,876 positions
#3Walsky Investment Management, Inc.Passive
Slight overlap · 4 shared positions
$SHW$EMR$SO$PEP
$108M
52 positions
#4SHUTTLEWORTH & CoPassive
Slight overlap · 4 shared positions
$SHW$EMR$SO$PLTR
$125M
51 positions
#5PENINSULA ASSET MANAGEMENT INCActive
Slight overlap · 4 shared positions
$SHW$EMR$SO$PEP
$209M
54 positions
#6Stokes Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$SHW$NOC$MS$PEP
$467M
118 positions
#7Networth Advisors, LLCActive
Slight overlap · 4 shared positions
$SHW$MS$PEP$PLTR
$172M
383 positions
#8Citizens Business BankActive
Slight overlap · 3 shared positions
$ASTS$SHW$PLTR
$664M
139 positions
#9ROGCO, LPActive
Slight overlap · 4 shared positions
$EMR$SO$MS$PEP
$327M
224 positions
#10STAR Financial BankActive
Slight overlap · 4 shared positions
$EMR$SO$MS$PEP
$245M
109 positions
#11Beta Wealth Group, Inc.Active
Slight overlap · 4 shared positions
$EMR$SO$MS$PLTR
$267M
114 positions
#12Iowa State BankPassive
Slight overlap · 4 shared positions
$EMR$MS$PEP$PLTR
$598M
118 positions
#13Life Cycle Investment Partners LtdActive
Slight overlap · 4 shared positions
$NOC$MS$PEP$PLTR
$21.4B
158 positions
#14Clarus Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$ASTS$PLTR$EMR
$260M
86 positions
#15Valtrion Capital Management, LLCActive
Slight overlap · 3 shared positions
$SHW$EMR$NOC
$134M
103 positions
#16Financial & Tax Architects, LLCPassive
Slight overlap · 3 shared positions
$SHW$EMR$PEP
$474M
110 positions
#17INVESCO, LLCActive
Slight overlap · 3 shared positions
$SHW$SO$NOC
$323M
133 positions
#18Core Alternative CapitalPassive
Slight overlap · 3 shared positions
$SHW$SO$MS
$334M
201 positions
#19Palacios Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$ASTS$MS$PLTR
$169M
76 positions
#20CCM INVESTMENT ADVISERS LLCPassive
Slight overlap · 3 shared positions
$SHW$SO$PEP
$1.3B
88 positions
#21Wills Financial Group LLCPassive
Slight overlap · 3 shared positions
$SHW$SO$PEP
$275M
82 positions
#22OneAscent Wealth Management LLCActive
Slight overlap · 3 shared positions
$SHW$SO$PEP
$336M
169 positions
#23Nicholson Wealth Management Group, LLCPassive
Slight overlap · 3 shared positions
$SHW$SO$PEP
$170M
111 positions
#24Dorato Capital ManagementPassive
Slight overlap · 3 shared positions
$SHW$NOC$PEP
$147M
254 positions
#25JLB & ASSOCIATES INCPassive
Slight overlap · 3 shared positions
$SHW$NOC$PEP
$748M
68 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.