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Hedge Funds Similar to Dynamic Financial Group

13F Portfolio OverlapQ2 2026Dynamic Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Dynamic Financial Group is an institutional investor managing $132M across 76 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 Dynamic Financial Group are WEALTHSPAN PARTNERS, John Boyer, Brooklands Fund Ltd, with shared positions in $DE, $IAU, $EFT, $VZ, $PFE, $MO. The full ranking of 25 similar funds is below.

#1WEALTHSPAN PARTNERS, LLCActive
Substantial overlap · 3 shared positions
$DE$IAU$EFT
$317M
129 positions
#2John Boyer, Inc.Smart money
Notable overlap · 4 shared positions
$VZ$PFE$MO$T
$126M
227 positions
#3Brooklands Fund Management LtdActive
Notable overlap · 3 shared positions
$VZ$T$RKT
$128M
43 positions
#4Disciplined Equity Management, Inc.Smart money
Notable overlap · 4 shared positions
$VZ$PFE$T$MO
$227M
47 positions
#5Inlight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$VZ$PFE$T
$350M
78 positions
#6Mid-American Wealth Advisory Group, Inc.Active
Notable overlap · 3 shared positions
$VZ$MO$IAU
$287M
74 positions
#7Keystone Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$VZ$PFE$MO$T
$404M
39 positions
#8Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 4 shared positions
$VZ$PFE$LIN$KMB
$199M
38 positions
#9PARK CIRCLE CoActive
Notable overlap · 3 shared positions
$VZ$PFE$MO
$117M
53 positions
#10Freestate Advisors LLCActive
Notable overlap · 3 shared positions
$VZ$DE$T
$130M
43 positions
#11BCWM, LLCPassive
Notable overlap · 5 shared positions
$PFE$VZ$T$MO$IAU
$342M
57 positions
#12EHRLICH FINANCIAL GROUPActive
Notable overlap · 4 shared positions
$NUV$DE$IAU$VZ
$193M
120 positions
#13Paradigm Capital Management, LLC/NVActive
Notable overlap · 4 shared positions
$VZ$T$MO$PFE
$116M
65 positions
#14SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DE$VZ$KMB
$208M
56 positions
#15Tarbox Group, Inc.Smart money
Notable overlap · 3 shared positions
$DE$IAU$PFE
$711M
100 positions
#16Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$VZ$PFE$T
$213M
71 positions
#17CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$DE$VZ$PFE
$1.5B
78 positions
#18Te Ahumairangi Investment Management LtdActive
Some overlap · 3 shared positions
$VZ$T$PFE
$620M
86 positions
#19Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$PFE$VZ$KMB$DAL
$239M
85 positions
#20CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$DE$VZ$PFE$MTB
$1.1B
157 positions
#21DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$DE$PFE$KMB
$530M
92 positions
#22Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$DE$IAU$MO
$319M
123 positions
#23Trace Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DE$MO$PFE
$153M
69 positions
#24Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$PFE$MO$IAU$VZ$T
$510M
228 positions
#25Windle Wealth, LLCActive
Some overlap · 3 shared positions
$VZ$T$MO
$249M
35 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.