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Hedge Funds Similar to Wolff Financial

13F Portfolio OverlapQ1 2026Wolff Financial portfolio →
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Most similar hedge funds by 13F overlap

Wolff Financial Management LLC is an institutional investor managing $501M across 106 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 Wolff Financial are truNorth Financial Services,, DAGCO,, Quaker Wealth ,, with shared positions in $MS, $KKR, $COP, $UNIT, $UPST, $HUM. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active
Substantial overlap · 6 shared positions
$MS$KKR$COP$UNIT$UPST$HUM
$97M
49 positions
#2DAGCO, INC.Passive
Substantial overlap · 5 shared positions
$MS$KKR$COP$MAR$HUM
$461M
353 positions
#3Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$KKR$COP$MAR$HUM
$320M
972 positions
#4VSM Wealth Advisory, LLCPassive
Notable overlap · 6 shared positions
$COP$KKR$UNIT$MAR$HUM$DDOG
$335M
505 positions
#5Talisman Wealth Advisors LLCPassive
Notable overlap · 5 shared positions
$MS$KKR$MAR$HUM$MCD
$124M
101 positions
#6AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$COP$UPST$MAR$SYK$DDOG
$445M
77 positions
#7Caldwell Investment Management Ltd.Active
Notable overlap · 3 shared positions
$MS$KKR$PFE
$255M
57 positions
#8CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 5 shared positions
$COP$MS$HUM$DDOG$MCD
$363M
102 positions
#9White Lighthouse Investment Management Inc.Active
Notable overlap · 7 shared positions
$KKR$COP$MAR$UNIT$UPST$HUM
$721M
145 positions
#10Employees' Retirement Fund of the City of Fort WorthActive
Notable overlap · 4 shared positions
$COP$KKR$UNIT$HUM
$230M
21 positions
#11Forbes Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$COP$MS$UNIT$GMM
$173M
38 positions
#12E&R Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$COP$UPST$UNIT
$100M
12 positions
#13Adirondack Capital Advisors, LLCSmart money
Notable overlap · 3 shared positions
$MS$KKR$HUM
$156M
44 positions
#14Arlington Trust Co LLCActive
Notable overlap · 3 shared positions
$KKR$UPST$HUM
$1.1B
844 positions
#15Valley Financial Group, Inc.Active
Notable overlap · 7 shared positions
$MS$UPST$COP$GMM$VZ$DDOG
$185M
63 positions
#16Causey Wealth LLCPassive
Notable overlap · 5 shared positions
$KKR$UPST$COP$SYK$HUM
$236M
81 positions
#17Tandem Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$COP$MS$MAR
$224M
47 positions
#18Powers Advisory Group, LLCActive
Notable overlap · 4 shared positions
$MS$COP$MCD$VZ
$284M
125 positions
#19Wright Wealth LLCActive
Notable overlap · 4 shared positions
$MS$UPST$HUM$VZ
$149M
51 positions
#20Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$COP$UPST$DDOG
$333M
198 positions
#21Beacon Financial Strategies CORPActive
Notable overlap · 5 shared positions
$COP$UPST$HUM$MCD$PFE
$176M
177 positions
#22Montis Financial, LLCActive
Notable overlap · 4 shared positions
$COP$KKR$HUM$MS
$484M
150 positions
#23Cornerstone Financial Management LLCPassive
Notable overlap · 7 shared positions
$UPST$COP$KKR$MS$HUM$UNIT
$109M
1,311 positions
#24Oak Harvest Investment ServicesPassive
Notable overlap · 7 shared positions
$UPST$KKR$MS$MAR$COP$MCD
$958M
176 positions
#25APS Management Group, Inc.Passive
Notable overlap · 5 shared positions
$MS$KKR$COP$MAR$GMM
$117M
72 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.