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Hedge Funds Similar to DiPaolo Financial Group,

13F Portfolio OverlapQ1 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 Q1 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 Unify Financial Advisors, Pinnacle Wealth Group,, Cornerstone Financial, with shared positions in $VLTO, $BRZE, $NEE, $VZ, $NTRB, $KKR. The full ranking of 25 similar funds is below.

#1Unify Financial AdvisorsPassive
Some overlap · 4 shared positions
$VLTO$BRZE$NEE$VZ
$96M
89 positions
#2Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$VLTO$BRZE$NEE$VZ
$204M
120 positions
#3Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$VLTO$NTRB$KKR
$109M
1,311 positions
#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$VLTO$NEE$BRZE$MCD
$350M
95 positions
#5Angeles Investment Advisors, LLCSmart money
Some overlap · 3 shared positions
$VLTO$BRZE$NTRB
$1.5B
31 positions
#6POWER WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$VLTO$NEE$VZ
$269M
96 positions
#7ENTRUST FINANCIAL LLCActive
Some overlap · 5 shared positions
$VLTO$BRZE$NTRB$NEE$KKR
$143M
433 positions
#8Ally Invest Advisors Inc.Smart money
Some overlap · 3 shared positions
$VLTO$KKR$BRZE
$1.5B
75 positions
#9Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$VLTO$BRZE$MCD
$145M
98 positions
#10FIRST INTERSTATE BANKActive
Some overlap · 4 shared positions
$VLTO$MCD$EMR$KKR
$1.8B
187 positions
#11Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$VLTO$NTRB$NEE$VZ
$201M
144 positions
#12PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$VLTO$BRZE$EMR
$649M
283 positions
#13CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$VLTO$TRV$EMR
$1.4B
178 positions
#14Seneca Financial Advisors LLCActive
Some overlap · 4 shared positions
$VLTO$BRZE$KKR$MCD
$341M
64 positions
#15Bulwark Capital CorpActive
Some overlap · 3 shared positions
$VLTO$KKR$VZ
$162M
100 positions
#16Prudent Man Advisors, LLCPassive
Some overlap · 4 shared positions
$VLTO$BRZE$KKR$EMR
$334M
134 positions
#17BANK OF HAWAIIActive
Some overlap · 4 shared positions
$VLTO$KKR$BRZE$MCD
$1.9B
224 positions
#18Sovereign Investment Advisors, LLCActive
Some overlap · 4 shared positions
$VLTO$BRZE$EMR$NEE
$472M
106 positions
#19Zhang Financial LLCActive
Some overlap · 4 shared positions
$BRZE$NTRB$KKR$IBIT
$2.9B
367 positions
#20Sagace Wealth Management LLCPassive
Some overlap · 4 shared positions
$BRZE$IBIT$KKR$NEE
$149M
70 positions
#21LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$VLTO$NTRB$VZ$MCD
$135M
83 positions
#22Friday FinancialActive
Some overlap · 4 shared positions
$BRZE$IBIT$NEE$KKR
$290M
93 positions
#23OneAscent Financial Services LLCPassive
Some overlap · 3 shared positions
$BRZE$VLTO$KKR
$1.8B
591 positions
#24Breakwater Investment ManagementPassive
Slight overlap · 4 shared positions
$BRZE$NTRB$KKR$TKO
$269M
506 positions
#25Westfuller Advisors, LLCPassive
Slight overlap · 3 shared positions
$BRZE$VLTO$KKR
$232M
756 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.