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Hedge Funds Similar to Wealth Dimensions Group, Ltd.

13F Portfolio OverlapQ2 2026Wealth Dimensions Group, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Wealth Dimensions Group, Ltd. is an institutional investor managing $558M across 179 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 Wealth Dimensions Group, Ltd. are Stablepoint Partners, Lineweaver Wealth Advisors, Red Door Wealth, with shared positions in $FITB, $DUK, $AMGN, $MCD, $QCOM, $CTAS. The full ranking of 25 similar funds is below.

#1Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$FITB$DUK$AMGN$MCD$QCOM
$723M
260 positions
#2Lineweaver Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CTAS$DUK$AMGN$MCD
$845M
182 positions
#3Red Door Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CTAS$DUK$AMGN$QCOM
$1.1B
320 positions
#4FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Some overlap · 3 shared positions
$CTAS$FITB$CINF
$19.9B
421 positions
#5Legacy Financial Strategies, LLCActive
Some overlap · 4 shared positions
$CTAS$CINF$MCD$CRWD
$646M
152 positions
#6NEW ENGLAND ASSET MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$FITB$DUK$AMGN$QCOM
$863M
131 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Slight overlap · 5 shared positions
$DUK$AMGN$MCD$CRWD$QCOM
$515M
142 positions
#8Gleason Group, Inc.Active
Slight overlap · 4 shared positions
$CTAS$MCD$DUK$QCOM
$1.1B
449 positions
#9Jeter Robert S IIActive
Slight overlap · 4 shared positions
$CTAS$AMGN$CRWD$QCOM
$104M
47 positions
#10GODSEY & GIBB, INCPassive
Slight overlap · 3 shared positions
$CTAS$DUK$AMGN
$1.2B
383 positions
#11HFR Wealth Management, LLCActive
Slight overlap · 3 shared positions
$CTAS$DUK$AMGN
$410M
53 positions
#12MBA Advisors LLCPassive
Slight overlap · 4 shared positions
$DUK$CINF$AMGN$MCD
$297M
166 positions
#13WESTCO ADVISORY SERVICES INC /ADVActive
Slight overlap · 4 shared positions
$CTAS$AMGN$CINF$MCD
$166M
99 positions
#14OLD REPUBLIC INTERNATIONAL CORPActive
Slight overlap · 4 shared positions
$DUK$CINF$MCD$QCOM
$2.7B
54 positions
#15Heritage Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$CINF$DUK$CTAS$MCD
$401M
272 positions
#16Principal Street Partners, LLCPassive
Slight overlap · 3 shared positions
$FITB$DUK$AMGN
$683M
277 positions
#17Sawyer & Company, IncPassive
Slight overlap · 4 shared positions
$CTAS$AMGN$MCD$QCOM
$298M
202 positions
#18St. Johns Investment Management Company, LLCPassive
Slight overlap · 4 shared positions
$FITB$AMGN$MCD$QCOM
$264M
201 positions
#19OUTFITTERS FINANCIAL LLCPassive
Slight overlap · 3 shared positions
$FITB$DUK$MCD
$143M
80 positions
#20HFG Advisors, Inc.Active
Slight overlap · 3 shared positions
$FITB$CINF$DUK
$160M
117 positions
#21Cascades Capital Asset Management, LLCPassive
Slight overlap · 4 shared positions
$DUK$AMGN$MCD$CRWD
$270M
167 positions
#22Global Wealth Management Investment Advisory, Inc.Passive
Slight overlap · 4 shared positions
$DUK$AMGN$MCD$CRWD
$703M
160 positions
#23Laurel Wealth Advisors LLCActive
Slight overlap · 4 shared positions
$DUK$AMGN$MCD$CRWD
$1.0B
200 positions
#24Greystone Financial Group, LLCPassive
Slight overlap · 4 shared positions
$DUK$AMGN$MCD$CRWD
$358M
74 positions
#25Integras Partners LLCPassive
Slight overlap · 4 shared positions
$DUK$AMGN$MCD$CRWD
$181M
100 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.