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Hedge Funds Similar to Paradigm

13F Portfolio OverlapQ2 2026Paradigm portfolio →
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Most similar hedge funds by 13F overlap

Paradigm Capital Management, LLC/NV is an institutional investor managing $116M across 65 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 Paradigm are Disciplined Equity, SKBA, Keystone Financial Planning, with shared positions in $VZ, $MO, $KMI, $USB, $TFC, $T. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Substantial overlap · 8 shared positions
$VZ$MO$KMI$USB$TFC$T
$227M
47 positions
#2SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 9 shared positions
$KMI$TFC$T$WFC$VZ$USB
$606M
79 positions
#3Keystone Financial Planning, Inc.Active
Notable overlap · 8 shared positions
$VZ$MO$USB$PM$MCD$PFE
$404M
39 positions
#4CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 9 shared positions
$WFC$TFC$USB$HPE$MET$PM
$3.3B
229 positions
#5FUKOKU MUTUAL LIFE INSURANCE CoActive
Notable overlap · 9 shared positions
$MO$USB$MET$DUK$MCD$VZ
$1.7B
256 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$WFC$VZ$T$PM$OKE$DUK
$233M
122 positions
#7EQUITY INVESTMENT CORPActive
Notable overlap · 5 shared positions
$VZ$USB$WFC$TFC$T
$5.2B
76 positions
#8BCWM, LLCPassive
Notable overlap · 8 shared positions
$KMI$MO$VZ$T$DUK$CCZ
$342M
57 positions
#9BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 7 shared positions
$MO$AMGN$PM$VZ$DUK$MCD
$504M
136 positions
#10John Boyer, Inc.Smart money
Notable overlap · 6 shared positions
$VZ$MO$D$DUK$PFE$T
$126M
227 positions
#11VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 6 shared positions
$KMI$AMGN$VZ$D$DUK$MCD
$203M
58 positions
#12Slagle Financial, LLCPassive
Notable overlap · 8 shared positions
$MO$USB$PM$TFC$WFC$DUK
$334M
127 positions
#13Griffith & Werner, Inc.Passive
Notable overlap · 7 shared positions
$VZ$WFC$TFC$T$DUK$PFE
$213M
71 positions
#141834 INVESTMENT ADVISORS COPassive
Notable overlap · 9 shared positions
$MO$TFC$VZ$T$KMI$USB
$886M
232 positions
#15InvesTrustPassive
Notable overlap · 8 shared positions
$WFC$USB$PM$VZ$MET$MCD
$247M
91 positions
#16Measured Risk Portfolios, Inc.Active
Notable overlap · 5 shared positions
$KMI$MO$VZ$PM$DUK
$94M
64 positions
#17EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$USB$T$MET$WFC$DUK$AMGN
$1.3B
58 positions
#18PARK CIRCLE CoActive
Notable overlap · 5 shared positions
$VZ$MO$PM$TFC$PFE
$117M
53 positions
#19EDMP, INC.Passive
Notable overlap · 5 shared positions
$MO$AMGN$TFC$T$VZ
$130M
74 positions
#20Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$AMGN$TFC$OKE$HPE$MCD$VZ
$116M
172 positions
#21GQG Partners LLCActive
Notable overlap · 5 shared positions
$MO$VZ$T$PM$DUK
$53.8B
102 positions
#22Koenig Investment Advisory, LLCActive
Notable overlap · 5 shared positions
$VZ$MO$MET$WFC$T
$137M
38 positions
#23R.H. Investment Group, LLCActive
Notable overlap · 6 shared positions
$USB$WFC$AMGN$PM$MCD$VZ
$133M
47 positions
#24Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 5 shared positions
$MO$TFC$T$PM$D
$182M
43 positions
#25Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 6 shared positions
$VZ$AMGN$PM$MCD$PFE$APH
$513M
70 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.