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Hedge Funds Similar to DUMONT & BLAKE INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026DUMONT & BLAKE INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

DUMONT & BLAKE INVESTMENT ADVISORS LLC is an institutional investor managing $400M across 202 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DUMONT & BLAKE INVESTMENT ADVISORS are Montz Harcus Wealth, IFG Advisors,, Murphy, Middleton, Hinkle & Parker,, with shared positions in $MDY, $KKR, $IBM, $COF, $GLW, $AMGN. The full ranking of 25 similar funds is below.

#1Montz Harcus Wealth Management LLCActive
Some overlap · 3 shared positions
$MDY$KKR$IBM
$248M
93 positions
#2IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$KKR$COF$GLW
$611M
149 positions
#3Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$AMGN$KKR$DIS$IBM
$216M
133 positions
#4Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$IBM
$938M
146 positions
#5Park Capital Management, LLC / WIActive
Some overlap · 3 shared positions
$MDY$IBKR$AMGN
$103M
75 positions
#6Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$PNC
$291M
245 positions
#7Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$IBM
$118M
73 positions
#8Paller Financial Services IncPassive
Some overlap · 3 shared positions
$MDY$OTIS$IRM
$121M
43 positions
#9Forza Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KKR$AMGN$STX$IBM$MDY
$287M
188 positions
#10Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$KKR$AMGN$IRM$IBM
$277M
154 positions
#11VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$TPR$AMGN$GLW$STX$MET
$1.6B
316 positions
#12CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 4 shared positions
$MDY$MET$DIS$IBM
$150M
86 positions
#13Junk Investment Group, LLCPassive
Some overlap · 5 shared positions
$KKR$MDY$PNC$IBM$AMGN
$191M
88 positions
#14OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$PNC$IBM
$340M
94 positions
#15Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$AMGN$IBM
$148M
83 positions
#16SONATA CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$KKR$MDY$IBM
$271M
123 positions
#17TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 4 shared positions
$MDY$KKR$IBM$AMGN
$1.6B
271 positions
#18CoreFirst Bank & TrustPassive
Some overlap · 4 shared positions
$KKR$IRM$AMGN$DIS
$189M
290 positions
#19Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$KKR$DIS
$394M
513 positions
#20YOUNGS ADVISORY GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$PNC$DIS
$281M
66 positions
#21WealthSpring Partners, LLCPassive
Some overlap · 5 shared positions
$KKR$MDY$IBM$AMGN$DIS
$109M
72 positions
#22KWMG, LLCActive
Some overlap · 5 shared positions
$GLW$STX$AMGN$SYF$IBM
$1.2B
147 positions
#23IAT REINSURANCE CO LTD.Active
Some overlap · 3 shared positions
$KKR$AMGN$GLW
$310M
67 positions
#24CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$KKR$AMGN$GLW
$233M
238 positions
#25Qsemble Capital Management, LPPassive
Some overlap · 6 shared positions
$AMGN$IBKR$COF$TPR$DIS$PNC
$1.3B
430 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.