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Hedge Funds Similar to DiNuzzo Private Wealth,

13F Portfolio OverlapQ1 2026DiNuzzo Private Wealth, portfolio →
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Most similar hedge funds by 13F overlap

DiNuzzo Private Wealth, Inc. is an institutional investor managing $1.0B across 1,347 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 DiNuzzo Private Wealth, are GREAT OAK PARTNERS,, Planning Center,, Premier Financial Group, with shared positions in $NEE, $NKE, $IAU, $IBM, $KKR, $MCD. The full ranking of 25 similar funds is below.

#1GREAT OAK CAPITAL PARTNERS, LLCSmart money
Substantial overlap · 3 shared positions
$NEE$NKE$IAU
$430M
47 positions
#2Planning Center, Inc.Smart money
Substantial overlap · 4 shared positions
$NEE$NKE$IBM$KKR
$987M
78 positions
#3Premier Financial GroupSmart money
Substantial overlap · 3 shared positions
$NEE$NKE$KKR
$587M
44 positions
#4Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NEE$NKE$IAU
$175M
53 positions
#5Mills Wealth Advisors LLCActive
Substantial overlap · 6 shared positions
$NEE$NKE$MCD$MKL$T$LOW
$286M
80 positions
#6CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$NKE$NEE$COP
$334M
70 positions
#7Forum Financial Management, LPSmart money
Substantial overlap · 4 shared positions
$NEE$NKE$IAU$OUNZ
$7.1B
331 positions
#8Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 5 shared positions
$NKE$NEE$USB$IAU$COP
$1.1B
81 positions
#9Timonier Family Office, LTD.
Substantial overlap · 6 shared positions
$NEE$NKE$IAU$USB$CTVA$LOW
$315M
56 positions
#10Meritas Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$IBM
$221M
60 positions
#11STOLZ & ASSOCIATES, PSSmart money
Substantial overlap · 3 shared positions
$NEE$IAU$USB
$143M
30 positions
#12Trailhead Planners LLCActive
Substantial overlap · 3 shared positions
$NEE$NKE$IAU
$104M
49 positions
#13TCI Wealth Advisors, Inc.Active
Substantial overlap · 6 shared positions
$NKE$NEE$MCD$HON$IBM$T
$1.9B
251 positions
#14Meredith Wealth PlanningActive
Substantial overlap · 5 shared positions
$NEE$COP$NKE$SHW$MCD
$369M
70 positions
#15PINNEY & SCOFIELD, INC.Active
Substantial overlap · 6 shared positions
$NKE$NEE$IAU$T$IBM$CTVA
$185M
243 positions
#16ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$NKE$NEE$IAU
$167M
35 positions
#17DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$IAU
$249M
92 positions
#18Parkwoods Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$NKE$NEE$IAU$IBM
$408M
111 positions
#19McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$NU
$119M
65 positions
#20Envision Financial Planning, LLCActive
Notable overlap · 3 shared positions
$NEE$IAU$FDX
$276M
51 positions
#21JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$NKE$NEE$IAU$FDX
$1.1B
286 positions
#22Capstone Wealth Management, Inc.Smart money
Notable overlap · 4 shared positions
$NEE$IAU$MKL$LOW
$118M
38 positions
#23EQ WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$NKE$IAU$MCD$COP
$171M
54 positions
#24KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$NKE$NEE$MKL$IBM
$522M
97 positions
#25Porter White Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$IAU$MKL
$250M
40 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.