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Hedge Funds Similar to DHJJ Financial Advisors, Ltd.

13F Portfolio OverlapQ2 2026DHJJ Financial Advisors, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

DHJJ Financial Advisors, Ltd. is an institutional investor managing $347M across 1,082 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 DHJJ Financial Advisors, Ltd. are Eliot Finkel Investment Counsel, Stockman Wealth, Keystone Financial Planning, with shared positions in $UPS, $MCD, $USB, $GLW, $DE, $PWR. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$UPS$MCD$USB$GLW$DE
$214M
33 positions
#2Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$UPS$MCD$USB$PWR
$968M
178 positions
#3Keystone Financial Planning, Inc.Active
Some overlap · 3 shared positions
$UPS$MCD$USB
$388M
39 positions
#4ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$UPS$MCD$USB
$102M
87 positions
#5IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UPS$MCD$USB
$332M
190 positions
#6MJT & Associates Financial Advisory Group, Inc.Active
Slight overlap · 3 shared positions
$UPS$MCD$USB
$151M
465 positions
#7Carlson Capital, L.P.Passive
Slight overlap · 3 shared positions
$UPS$MCD$CBRE
$494M
74 positions
#8JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$UPS$MCD$GLW
$990M
224 positions
#9Fluent Financial, LLCActive
Slight overlap · 3 shared positions
$UPS$MCD$NOW
$280M
57 positions
#10Rayburn West Financial Services LLCPassive
Slight overlap · 3 shared positions
$UPS$MCD$DE
$181M
81 positions
#11HENGEHOLD CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$UPS$MCD$USB
$1.3B
229 positions
#12Cohen Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$UPS$MCD$NOW
$223M
81 positions
#13ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active
Slight overlap · 3 shared positions
$UPS$MCD$DE
$188M
62 positions
#14LYNCH & ASSOCIATES/INPassive
Slight overlap · 3 shared positions
$UPS$MCD$USB
$573M
129 positions
#15Stonebridge Capital Advisors LLCPassive
Slight overlap · 4 shared positions
$UPS$MCD$USB$GLW
$1.6B
215 positions
#16BOSTON RESEARCH & MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$UPS$MCD$USB
$453M
121 positions
#17CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Slight overlap · 4 shared positions
$UPS$MCD$PWR$DE
$200M
76 positions
#18OAK HARBOR WEALTH PARTNERS, LLCPassive
Slight overlap · 4 shared positions
$UPS$MCD$GLW$DE
$268M
225 positions
#19PROMETHIUM ADVISORS,LLCPassive
Slight overlap · 3 shared positions
$UPS$MCD$PWR
$208M
122 positions
#20Accredited Investors Inc.Active
Slight overlap · 3 shared positions
$UPS$USB$PWR
$2.3B
299 positions
#21GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Slight overlap · 4 shared positions
$UPS$MCD$NOW$DE
$135M
78 positions
#22Drexel Morgan & Co.Active
Slight overlap · 3 shared positions
$UPS$MCD$DE
$719M
60 positions
#23MONARCH CAPITAL MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$MCD$UPS$USB$PWR
$436M
130 positions
#24Wolff Financial Management LLCActive
Slight overlap · 3 shared positions
$UPS$MCD$USB
$501M
106 positions
#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Slight overlap · 3 shared positions
$UPS$USB$GLW
$1.5B
184 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.