How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Dupree Financial Group,

13F Portfolio OverlapQ1 2026Dupree Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Dupree Financial Group, LLC is an institutional investor managing $248M across 71 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 Dupree Financial Group, are GQG Partners, TrueMark Investments,, Te Ahumairangi Investment Ltd, with shared positions in $ENB, $VZ, $BTI, $T, $KR, $KMI. The full ranking of 25 similar funds is below.

#1GQG Partners LLCActive

Notable overlap · 5 shared positions

$ENB $VZ $BTI $T $KR

$63.1B

81 positions

#2TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$VZ $BTI $ENB $KMI $UPS $BP

$514M

167 positions

#3Te Ahumairangi Investment Management LtdActive

Notable overlap · 4 shared positions

$VZ $EG $T $KR

$597M

86 positions

#4EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$VZ $AGNC $WPC $T $UPS

$5.1B

71 positions

#5Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$CMI $ORI $KR $ENB $EOG $CINF

$105M

62 positions

#6Orca Wealth Management, LLCActive

Notable overlap · 7 shared positions

$BTI $ORI $CMI $EOG $VZ $MU

$141M

67 positions

#7BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$BP $KMI $BTI $EOG $CMI $VZ

$380M

98 positions

#8ALTRINSIC GLOBAL ADVISORS LLCSmart money

Notable overlap · 4 shared positions

$BP $EG $EOG $KR

$2.8B

43 positions

#9ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$VZ $ENB $CMI $KR $UPS $WPC

$639M

126 positions

#10Richard C. Young & CO., LTD.Active

Notable overlap · 6 shared positions

$KMI $KR $CMI $T $VZ $MU

$1.2B

93 positions

#11Miramar Capital, LLCPassive

Notable overlap · 4 shared positions

$VZ $KR $EOG $HUM

$449M

56 positions

#12OPAL CAPITAL LLCPassive

Notable overlap · 5 shared positions

$VZ $BTI $UPS $ENB $KMI

$565M

141 positions

#13PARK CIRCLE CoActive

Notable overlap · 4 shared positions

$VZ $ORI $ENB $NLY

$108M

51 positions

#14Measured Risk Portfolios, Inc.Passive

Notable overlap · 4 shared positions

$VZ $KMI $O $UPS

$91M

66 positions

#15Disciplined Equity Management, Inc.Active

Notable overlap · 4 shared positions

$VZ $KMI $T $CAG

$199M

44 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$CMI $VZ $T $UPS

$220M

148 positions

#17Adams Asset Advisors, LLCActive

Notable overlap · 6 shared positions

$BTI $CMI $VZ $T $WPC $KMI

$891M

88 positions

#18Windle Wealth, LLCActive

Notable overlap · 4 shared positions

$VZ $O $T $MELI

$237M

32 positions

#19FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 4 shared positions

$KMI $ENB $VZ $O

$180M

96 positions

#20Wolfstich Capital, LLCActive

Notable overlap · 3 shared positions

$VZ $ORI $HUM

$114M

45 positions

#21Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$ENB $VZ $CMI $UPS $CINF

$1.3B

138 positions

#22Columbus Macro, LLCPassive

Notable overlap · 4 shared positions

$ENB $KMI $NLY $CMI

$936M

200 positions

#23LFG Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$AGNC $BTI $VZ $ENB $T $MU

$166M

89 positions

#24Pathway Financial Advisers, LLCPassive

Some overlap · 5 shared positions

$ENB $O $VZ $HUM $CMI

$354M

164 positions

#25Miller Financial Services LLCPassive

Some overlap · 6 shared positions

$KMI $UPS $VZ $CAG $MELI $ORI

$91M

120 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.