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Hedge Funds Similar to Dominguez Wealth Solutions,

13F Portfolio OverlapQ1 2026Dominguez Wealth Solutions, portfolio →
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Most similar hedge funds by 13F overlap

Dominguez Wealth Management Solutions, Inc. is an institutional investor managing $181M across 75 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 Dominguez Wealth Solutions, are WINNOW WEALTH, Exeter Financial,, LEE JOHNSON ,, with shared positions in $LEN, $KMB, $VZ, $MU, $MO, $AFL. The full ranking of 25 similar funds is below.

#1WINNOW WEALTH LLCPassive
Notable overlap · 5 shared positions
$LEN$KMB$VZ$MU$MO
$130M
123 positions
#2Exeter Financial, LLCPassive
Notable overlap · 9 shared positions
$AFL$EMR$TGT$LMT$MCD$KO
$245M
98 positions
#3LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$LEN$LMT$MU$PH$KO
$279M
80 positions
#4Cassia Capital Partners, LLCActive
Notable overlap · 5 shared positions
$LEN$T$MCD$VZ$BAC
$194M
67 positions
#5Kinloch Capital, LLCPassive
Notable overlap · 9 shared positions
$AFL$EMR$TGT$KMB$MCD$KO
$245M
83 positions
#6GERMAN AMERICAN BANCORP, INC.Active
Notable overlap · 4 shared positions
$LEN$KO$MU$BAC
$1.2B
148 positions
#7Financial Council, LLCActive
Notable overlap · 4 shared positions
$LEN$KO$MU$BAC
$259M
101 positions
#8Hopwood Financial Services, Inc.Active
Notable overlap · 4 shared positions
$LEN$EMR$HUM$IBM
$148M
83 positions
#9Welch Group, LLCPassive
Notable overlap · 8 shared positions
$EMR$LMT$KMB$MCD$KO$NEE
$2.7B
310 positions
#10Midwestern Financial, LLC /IAActive
Notable overlap · 3 shared positions
$LEN$UNIT$HUM
$127M
54 positions
#11Resolute Advisors LLCActive
Notable overlap · 3 shared positions
$LEN$UNIT$MO
$242M
90 positions
#12Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$LEN$HUM$IBM
$216M
89 positions
#13TLWMSmart money
Some overlap · 3 shared positions
$LEN$BAC$MCD
$555M
69 positions
#14Wealthquest CorpSmart money
Some overlap · 4 shared positions
$LEN$MCD$HUM$IBM
$1.3B
148 positions
#15Winthrop Advisory Group LLCActive
Some overlap · 3 shared positions
$LEN$HUM$BAC
$1.2B
195 positions
#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$EMR$AFL$TGT$D$MCD$VZ
$187M
55 positions
#17Catherine Avery Investment Management LLCPassive
Some overlap · 9 shared positions
$LEN$TGT$BMY$MCD$KO$NEE
$223M
109 positions
#18FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive
Some overlap · 4 shared positions
$LEN$PH$T$MU
$7.3B
406 positions
#19Hapanowicz & Associates Financial Services, IncSmart money
Some overlap · 5 shared positions
$LEN$LMT$VZ$MCD$HUM
$251M
31 positions
#20BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 6 shared positions
$LMT$EMR$LEN$BMY$MCD$BAC
$2.3B
264 positions
#21Abundance Wealth CounselorsActive
Some overlap · 4 shared positions
$LEN$BMY$VZ$IBM
$697M
246 positions
#22Brightwater Advisory LLCActive
Some overlap · 5 shared positions
$LEN$AFL$KO$UNIT$HUM
$151M
60 positions
#23Reyes Financial Architecture, Inc.Passive
Some overlap · 5 shared positions
$LEN$MCD$KO$HUM$IBM
$122M
348 positions
#24RNC CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$EMR$LMT$T$BMY$MO
$2.2B
173 positions
#25Asempa Wealth AdvisorsPassive
Some overlap · 5 shared positions
$LEN$MCD$LMT$UNIT$HUM
$115M
115 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.