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Hedge Funds Similar to Weitzel Financial Services,

13F Portfolio OverlapQ1 2026Weitzel Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Weitzel Financial Services, Inc. is an institutional investor managing $294M across 51 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 Weitzel Financial Services, are Eliot Finkel Investment Counsel,, SPRING ,, DMKC Advisory Services,, with shared positions in $DE, $ETN, $USB, $SNOW, $HUM, $UNIT. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DE$ETN$USB
$184M
32 positions
#2SPRING CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DE$ETN$SNOW
$198M
49 positions
#3DMKC Advisory Services, LLCPassive
Some overlap · 4 shared positions
$DE$ETN$USB$HUM
$240M
84 positions
#4WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 6 shared positions
$DE$UNIT$SLV$KKR$HUM$HWM
$284M
123 positions
#5Dynamic Financial GroupActive
Some overlap · 5 shared positions
$DE$UNIT$SNOW$SLV$GMM
$122M
69 positions
#6Diversified Portfolios, Inc.Active
Some overlap · 5 shared positions
$OKTA$UNIT$USB$SNOW$KKR
$1.2B
174 positions
#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DE$ETN$USB
$7.8B
1,278 positions
#8Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$OKTA$UNIT$USB$SNOW$KKR
$290M
607 positions
#9WESCAP Management Group, Inc.Active
Some overlap · 6 shared positions
$OKTA$USB$UNIT$SLV$GMM$HUM
$508M
107 positions
#10Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$OKTA$DE$USB$SNOW
$284M
125 positions
#11Cascade Wealth Advisors, IncActive
Some overlap · 6 shared positions
$OKTA$USB$SNOW$KKR$ETN$HUM
$228M
60 positions
#12Colonial Trust AdvisorsPassive
Some overlap · 3 shared positions
$ETN$OKTA$DE
$1.3B
726 positions
#13Miller Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$DE$USB$HUM
$208M
262 positions
#14TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$OKTA$UNIT$USB
$366M
171 positions
#15CULBERTSON A N & CO INCPassive
Some overlap · 3 shared positions
$DE$UNIT$USB
$771M
132 positions
#16Juno Financial Group LLCActive
Some overlap · 4 shared positions
$DE$ETN$KKR$HUM
$255M
70 positions
#17Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$OKTA$UNIT$ETN
$378M
200 positions
#18Monetary Solutions, LtdActive
Some overlap · 4 shared positions
$OKTA$UNIT$SLV$KKR
$103M
318 positions
#19O'ROURKE & COMPANY, IncPassive
Slight overlap · 7 shared positions
$OKTA$UNIT$USB$SNOW$SLV$KKR
$253M
171 positions
#20SWS PartnersPassive
Slight overlap · 3 shared positions
$OKTA$ETN$SNOW
$405M
112 positions
#21FC Advisory LLCActive
Slight overlap · 5 shared positions
$OKTA$USB$SNOW$HUM$GMM
$342M
115 positions
#22Buska Wealth Management, LLCActive
Slight overlap · 4 shared positions
$OKTA$USB$KKR$HUM
$249M
74 positions
#23Piedmont Capital Management, LLCActive
Slight overlap · 4 shared positions
$OKTA$USB$KKR$HUM
$197M
50 positions
#24Probity Advisors, Inc.Passive
Slight overlap · 5 shared positions
$OKTA$USB$UNIT$DE$GMM
$631M
230 positions
#25HOGE FINANCIAL SERVICES, LLCActive
Slight overlap · 3 shared positions
$OKTA$UNIT$SNOW
$187M
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.