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Hedge Funds Similar to DiPaolo Financial Group

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

DiPaolo Financial Group, Inc. is an institutional investor managing $153M across 47 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 DiPaolo Financial Group are Town, St. James Investment Company, MATRIX PRIVATE GROUP, with shared positions in $IBIT, $NEE, $TRV, $EMR, $VZ, $MCD. The full ranking of 25 similar funds is below.

#1Town Capital LLCActive
Some overlap · 3 shared positions
$IBIT$NEE$TRV
$158M
75 positions
#2St. James Investment Company, LLCActive
Some overlap · 4 shared positions
$NEE$TRV$EMR$VZ
$630M
24 positions
#3MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$IBIT$EMR$VZ
$230M
143 positions
#4Sound Financial Strategies Group, LLCActive
Some overlap · 4 shared positions
$IBIT$NEE$EMR$MCD
$157M
121 positions
#5Welch Group, LLCPassive
Some overlap · 4 shared positions
$NEE$EMR$VZ$MCD
$2.9B
326 positions
#6SkyOak Wealth, LLCPassive
Some overlap · 5 shared positions
$NEE$EMR$MCD$VZ$IBIT
$612M
252 positions
#7Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IBIT$NEE$MCD
$405M
118 positions
#8Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$NEE$TRV$EMR
$170M
121 positions
#9Somerset Trust CoPassive
Some overlap · 3 shared positions
$NEE$EMR$MCD
$354M
186 positions
#10Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$NEE$EMR$MCD
$474M
110 positions
#11Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$VZ$MCD
$513M
70 positions
#12Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$NEE$VZ$MCD
$497M
948 positions
#13Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$NEE$VZ$MCD
$151M
70 positions
#14CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$NEE$VZ$MCD
$1.1B
157 positions
#15Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$NEE$VZ$MCD
$229M
166 positions
#16FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$NEE$VZ$MCD
$1.7B
256 positions
#17SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NEE$VZ$MCD
$205M
55 positions
#18Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$TRV$EMR$VZ$MCD
$261M
101 positions
#19BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$TRV$EMR$VZ$MCD
$515M
142 positions
#20Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$NEE$VZ$EMR
$239M
126 positions
#21Somerset Group LLCActive
Some overlap · 3 shared positions
$NEE$TRV$MCD
$142M
58 positions
#22FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 4 shared positions
$NEE$VZ$MCD$EMR
$492M
156 positions
#23Ark Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$NEE$EMR$MCD
$113M
87 positions
#24Visionary Wealth AdvisorsPassive
Some overlap · 4 shared positions
$EMR$VZ$NEE$MCD
$2.5B
666 positions
#25Flavin Financial Services, Inc.Passive
Some overlap · 3 shared positions
$NEE$VZ$MCD
$175M
81 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.