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Hedge Funds Similar to Frisch Financial Group,

13F Portfolio OverlapQ1 2026Frisch Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Frisch Financial Group, Inc. is an institutional investor managing $478M across 167 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 Frisch Financial Group, are Windsor Advisory Group,, CINCINNATI FINANCIAL, DC Investments ,, with shared positions in $DOV, $VZ, $DIS, $EPD, $UNH, $MCD. The full ranking of 25 similar funds is below.

#1Windsor Advisory Group, LLCActive
Some overlap · 4 shared positions
$DOV$VZ$DIS$EPD
$120M
82 positions
#2CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$VZ$UNH$MCD
$5.0B
55 positions
#3DC Investments Management, LLCActive
Some overlap · 4 shared positions
$DOV$ED$MDY$UNH
$261M
76 positions
#4SBI Securities Co., Ltd.Passive
Some overlap · 4 shared positions
$DOV$VZ$GLDM$PFE
$3.6B
4,018 positions
#5Seven Post Investment Office LPSmart money
Some overlap · 4 shared positions
$DOV$SCHW$EPD$GLDM
$310M
36 positions
#6American National Bank of TexasActive
Some overlap · 4 shared positions
$DOV$MDY$MCD$GLDM
$105M
57 positions
#7New England Private Wealth Advisors LLCActive
Some overlap · 4 shared positions
$DOV$MDY$OKTA$GLDM
$866M
194 positions
#8NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$DOV$UNH$MCD$GLDM
$247M
71 positions
#9TSG Advice Partners, LLCActive
Some overlap · 4 shared positions
$DOV$MDY$MCD$PFE
$667M
135 positions
#10HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DOV$VZ$EPD
$212M
59 positions
#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$DIS$ED
$2.1B
122 positions
#12HFM Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$VZ$ED
$260M
1,210 positions
#13Evelyn Partners Asset Management LtdPassive
Some overlap · 3 shared positions
$DOV$DIS$MCD
$406M
308 positions
#14Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$SCHW$EPD
$186M
163 positions
#15Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$MDY$MCD
$445M
115 positions
#16Inscription Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$MCD
$951M
715 positions
#17MYECFO, LLCActive
Some overlap · 3 shared positions
$DOV$SCHW$GLDM
$239M
66 positions
#18AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$SCHW$GLDM
$710M
221 positions
#19HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$OKTA$MCD
$187M
72 positions
#20Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$UNH$MCD
$443M
117 positions
#21Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$MDY$MCD
$192M
62 positions
#22Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$DOV$SCHW$MDY
$269M
506 positions
#23PARTHENON LLCActive
Some overlap · 3 shared positions
$DOV$DIS$SCHW
$875M
127 positions
#243EDGE Asset Management, LPSmart money
Some overlap · 3 shared positions
$DOV$GLDM$MDY
$2.1B
91 positions
#25SCS Capital Management LLCActive
Slight overlap · 3 shared positions
$DOV$SCHW$MDY
$9.4B
468 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.