13F Pro

Hedge Funds Similar to Hapanowicz & Associates Financial Services,

13F Portfolio OverlapQ1 2026Hapanowicz & Associates Financial Services, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hapanowicz & Associates Financial Services, Inc is an institutional investor managing $251M across 31 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 Hapanowicz & Associates Financial Services, are Hubbell Strickland Wealth ,, Seneca Financial Advisors, Cascades Asset ,, with shared positions in $HUM, $MCD, $DOV, $DIA, $LMT, $FDX. The full ranking of 25 similar funds is below.

#1Hubbell Strickland Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$HUM$MCD$DOV$DIA
$251M
83 positions
#2Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$HUM$DIA$MCD
$341M
64 positions
#3Cascades Capital Asset Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$LMT$MCD
$239M
158 positions
#4SWAN Capital LLCPassive
Notable overlap · 3 shared positions
$HUM$MCD$FDX
$272M
554 positions
#5GreatBanc Trust COActive
Notable overlap · 4 shared positions
$HUM$DIA$MCD$AMAT
$143M
67 positions
#6INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Notable overlap · 3 shared positions
$HUM$MCD$FDX
$314M
130 positions
#7Joel Isaacson & Co., LLCActive
Notable overlap · 3 shared positions
$HUM$PNC$DOV
$3.0B
455 positions
#8Brightwater Advisory LLCActive
Notable overlap · 3 shared positions
$HUM$LEN$DOV
$151M
60 positions
#9Blackston Financial Advisory Group, LLCActive
Notable overlap · 3 shared positions
$HUM$DOV$MCD
$160M
106 positions
#10PLANNING DIRECTIONS INCActive
Notable overlap · 4 shared positions
$HUM$AMAT$DOV$MCD
$198M
106 positions
#11Alexis Investment Partners, LLCActive
Notable overlap · 3 shared positions
$HUM$DIA$AMAT
$145M
35 positions
#12WEST PACES ADVISORS INC.Active
Notable overlap · 3 shared positions
$HUM$LEN$MCD
$516M
197 positions
#13Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$HUM$DIA$DOV
$67M
42 positions
#14FIDELITY D & D BANCORP INCActive
Notable overlap · 5 shared positions
$HUM$PNC$DIA$MCD$LMT
$249M
107 positions
#15Mendel Capital Management LLCPassive
Notable overlap · 4 shared positions
$HUM$LMT$VZ$FDX
$199M
97 positions
#16CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Notable overlap · 3 shared positions
$HUM$LMT$MCD
$184M
66 positions
#17Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$LEN$HUM$LMT$MCD
$115M
115 positions
#18Midwestern Financial, LLC /IAActive
Some overlap · 3 shared positions
$LEN$HUM$DOV
$127M
54 positions
#19Financial Planning Hawaii, Inc.Passive
Some overlap · 3 shared positions
$HUM$LMT$VZ
$170M
123 positions
#20Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 5 shared positions
$LEN$LMT$VZ$MCD$HUM
$165M
67 positions
#21Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$HUM$DIA$AMAT
$486M
108 positions
#22Whipplewood Advisors, LLCPassive
Some overlap · 4 shared positions
$LEN$HUM$MCD$DOV
$193M
1,065 positions
#23WIMMER ASSOCIATES 1, LLCPassive
Some overlap · 4 shared positions
$HUM$LMT$MCD$FDX
$205M
110 positions
#24Chris Bulman IncPassive
Some overlap · 3 shared positions
$HUM$LEN$AMAT
$228M
150 positions
#25Cassia Capital Partners, LLCActive
Some overlap · 4 shared positions
$LEN$VZ$MCD$FDX
$194M
67 positions

Compare Hapanowicz & Associates Financial Services,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Hapanowicz & Associates Financial Services,’s holdings

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.