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Hedge Funds Similar to PARAGON FINANCIAL PARTNERS

13F Portfolio OverlapQ2 2026PARAGON FINANCIAL PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

PARAGON FINANCIAL PARTNERS, INC. is an institutional investor managing $187M across 79 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 PARAGON FINANCIAL PARTNERS are HUTNER, Thayer Partners, / MA, CFM WEALTH PARTNERS, with shared positions in $PM, $ORLY, $MCD, $MO, $YUM, $SHW. The full ranking of 25 similar funds is below.

#1HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$PM$ORLY$MCD$MO$YUM$SHW
$252M
43 positions
#2Thayer Partners, LLC / MAActive
Some overlap · 3 shared positions
$ETV$MCK$BA
$242M
100 positions
#3CFM WEALTH PARTNERS LLCActive
Some overlap · 5 shared positions
$PM$ORLY$MO$CRWD$SHW
$783M
149 positions
#4Gerald Baker Financial Group LLCPassive
Some overlap · 6 shared positions
$PM$MCD$MO$CEG$EXC$BA
$351M
126 positions
#5Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$ETV$PM$CRWD
$131M
63 positions
#6ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INCActive
Some overlap · 4 shared positions
$PM$ORLY$MCD$SHW
$115M
36 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$PM$MCD$MO$CRWD$SBUX
$515M
142 positions
#8PICTET BANK & TRUST LtdActive
Some overlap · 3 shared positions
$PM$ORLY$MCD
$93M
38 positions
#9Finivi Inc.Passive
Some overlap · 3 shared positions
$PM$ORLY$MCD
$195M
111 positions
#10Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PM$MCD$MO$SBUX$EXC
$334M
127 positions
#11WEST CHESTER CAPITAL ADVISORS, INCSmart money
Some overlap · 6 shared positions
$PM$MCD$MO$CEG$EXC$BA
$150M
54 positions
#12Fortune Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$PM$ORLY$MO
$234M
163 positions
#13BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$ORLY$PM$MCD
$1.7B
401 positions
#14Skyline Advisors, Inc.Active
Some overlap · 5 shared positions
$PM$MO$CRWD$SBUX$BA
$319M
123 positions
#15Compton Financial Group, LLCActive
Some overlap · 5 shared positions
$PM$MO$CEG$EXC$BA
$519M
84 positions
#16Independent Solutions Wealth Management, LLCActive
Some overlap · 5 shared positions
$PM$SCCO$MCD$MO$IBKR
$766M
194 positions
#17Graver Capital Management, LLCSmart money
Some overlap · 4 shared positions
$PM$MCD$MO$YUM
$140M
26 positions
#18Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$PM$MCD$MO$SBUX
$497M
948 positions
#19Hayek Kallen Investment ManagementActive
Some overlap · 4 shared positions
$PM$MCD$MO$SBUX
$330M
97 positions
#20Wheelhouse Advisory Group LLCActive
Some overlap · 4 shared positions
$PM$MCD$MO$BA
$354M
55 positions
#21Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$MCD$CRWD$SHW
$134M
103 positions
#22KFA Private Wealth Group, LLCActive
Some overlap · 4 shared positions
$PM$MCD$MO$SHW
$415M
150 positions
#23SIMA Wealth Partners, LLCActive
Some overlap · 4 shared positions
$PM$MCD$MO$YUM
$141M
130 positions
#24Vermillion & White Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$PM$MO$CEG$EXC
$198M
69 positions
#25Orographic Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PM$MCD$CEG$SBUX$EXC
$151M
105 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.