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Hedge Funds Similar to DUMONT & BLAKE INVESTMENT ADVISORS

13F Portfolio OverlapQ2 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 $445M across 204 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 DUMONT & BLAKE INVESTMENT ADVISORS are Fi3 FINANCIAL ADVISORS, Estate Counselors, Junk Investment Group, with shared positions in $MDY, $STX, $BLK, $MET, $TXN, $COF. The full ranking of 25 similar funds is below.

#1Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 7 shared positions
$MDY$STX$BLK$MET$TXN$COF
$418M
232 positions
#2Estate Counselors, LLCSmart money
Notable overlap · 4 shared positions
$MDY$STX$SYF$MET
$1.2B
92 positions
#3Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$MDY$AMGN$TXN$PNC$DIS
$241M
98 positions
#4VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$STX$GLW$TPR$AMGN$MET
$1.8B
345 positions
#5KWMG, LLCPassive
Some overlap · 5 shared positions
$STX$GLW$AMGN$SYF$COF
$1.4B
155 positions
#6Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$AMGN$TXN$DIS$OSK
$246M
143 positions
#7Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$MET$URI$INCY
$487M
628 positions
#8ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 3 shared positions
$MDY$STX$GLW
$416M
126 positions
#9MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$GLW$COF
$171M
73 positions
#10Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$BLK
$129M
76 positions
#11LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$BLK$MET
$248M
91 positions
#12Canopy Partners, LLCPassive
Some overlap · 4 shared positions
$MDY$AMGN$PNC$BLK
$332M
256 positions
#13TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 4 shared positions
$MDY$AMGN$TPR$URI
$1.7B
278 positions
#14Hosking Partners LLPActive
Some overlap · 5 shared positions
$GLW$STX$SYF$IBKR$COF
$2.8B
102 positions
#15Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$TXN
$1.1B
154 positions
#16IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$GLW$COF$DIS
$730M
161 positions
#17BARRETT & COMPANY, INC.Passive
Some overlap · 4 shared positions
$MDY$MET$STX$ORI
$366M
671 positions
#18Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$AMGN$TXN
$122M
92 positions
#19UNITED BANKActive
Some overlap · 5 shared positions
$GLW$IRM$BLK$AMGN$TXN
$853M
130 positions
#20Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$GLW$TXN
$579M
202 positions
#21Park Capital Management, LLC / WIPassive
Some overlap · 4 shared positions
$STX$MDY$GLW$IBKR
$197M
224 positions
#22Benchmark Financial Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$GLW$TXN$AMGN
$419M
162 positions
#23Paulson Wealth Management Inc.Active
Some overlap · 3 shared positions
$MDY$TXN$AMGN
$471M
146 positions
#24Pinnacle West Asset Management, Inc.Passive
Some overlap · 5 shared positions
$STX$BLK$AMGN$TXN$DIS
$145M
104 positions
#25CUMBERLAND ADVISORS INCActive
Some overlap · 3 shared positions
$MDY$URI$DIS
$284M
49 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.