CIK 0001510281 · Q1 2026
13F Equity AUM
$3.6B
+7.6% QoQ
Positions
359
+35 QoQ
AUM Rank
#1,229
Top 10%
Skill Alpha (FF)
+2.1%/yrns
No Clear EdgeRank #1,144 · Top 14%
vs S&P -8.5%/yr (unadj.)
Quarters Tracked
54
~13 years
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Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.
Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)
Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.
Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”