What hedge funds are most similar to Dickmeyer Boyce Financial Management, Inc.?

The funds with the most similar 13F portfolios to Dickmeyer Boyce Financial Management, Inc. are MORGAN DEMPSEY, VIRGINIA WEALTH GROUP, MATRIX ASSET ADVISORS, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Dickmeyer Boyce Financial

13F Portfolio OverlapQ2 2026Dickmeyer Boyce Financial portfolio →

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Most similar hedge funds by 13F overlap

Dickmeyer Boyce Financial Management, Inc. is an institutional investor managing $193M across 129 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 Dickmeyer Boyce Financial are MORGAN DEMPSEY, VIRGINIA WEALTH GROUP, MATRIX ASSET ADVISORS, with shared positions in $VZ, $SBUX, $WFC, $PEP, $DUK, $LMT. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$VZ $SBUX $WFC $PEP $DUK $LMT

$233M

122 positions

#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$VZ $O $PEP $DUK $AFL $AMGN

$201M

57 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 7 shared positions

$SBUX $WFC $PEP $AEP $LMT $AMGN

$1.2B

106 positions

#4Pathway Financial Advisers, LLCPassive

Some overlap · 7 shared positions

$O $VZ $PEP $DUK $AEP $AMGN

$397M

167 positions

#5InvesTrustPassive

Some overlap · 6 shared positions

$SBUX $VZ $ITW $WFC $PEP $MMM

$260M

95 positions

#6Slocum, Gordon & Co LLPPassive

Some overlap · 6 shared positions

$SBUX $VZ $DUK $AEP $LMT $MMM

$151M

70 positions

#7HAMEL ASSOCIATES, INC.Passive

Some overlap · 9 shared positions

$ITW $DUK $LMT $AMGN $PEP $VZ

$363M

92 positions

#8Allied Investment Advisors, LLCPassive

Some overlap · 7 shared positions

$O $WFC $PEP $KMB $LMT $MMM

$797M

110 positions

#9DMKC Advisory Services, LLCActive

Some overlap · 7 shared positions

$O $WFC $PEP $KMB $LMT $MMM

$530M

92 positions

#10Measured Risk Portfolios, Inc.Active

Some overlap · 6 shared positions

$VZ $O $DUK $AEP $KMB $QCOM

$112M

63 positions

#11Wilson & Boucher Capital Management, LLCPassive

Some overlap · 7 shared positions

$ITW $WFC $PEP $SBUX $DUK $AMGN

$170M

121 positions

#12Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 7 shared positions

$O $ITW $TD $LMT $AFL $AMGN

$111M

62 positions

#13Slagle Financial, LLCPassive

Some overlap · 6 shared positions

$SBUX $O $WFC $PEP $DUK $AMGN

$334M

127 positions

#14NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 7 shared positions

$VZ $WFC $DUK $LMT $SYY $AMGN

$863M

131 positions

#15Windle Wealth, LLCActive

Some overlap · 5 shared positions

$VZ $O $ITW $PEP $MMM

$249M

35 positions

#16EDMP, INC.Passive

Some overlap · 6 shared positions

$O $VZ $PEP $MMM $AFL $AMGN

$124M

70 positions

#17BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$VZ $DUK $SBUX $LMT $SYY $AMGN

$515M

142 positions

#18Powers Advisory Group, LLCActive

Some overlap · 8 shared positions

$PEP $DUK $SBUX $LMT $SYY $O

$319M

130 positions

#19MEYER HANDELMAN COPassive

Some overlap · 7 shared positions

$VZ $ITW $PEP $KMB $SYY $AMGN

$3.5B

274 positions

#20Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$VZ $ITW $PEP $KMB $LMT $AMGN

$255M

278 positions

#21Long Road Investment Counsel, LLCActive

Some overlap · 6 shared positions

$SBUX $ITW $PEP $AFL $FAST $SYY

$271M

80 positions

#22Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$SBUX $O $VZ $WFC $AMGN

$223M

81 positions

#23Patrick Mauro Investment Advisor, INC.Active

Some overlap · 6 shared positions

$VZ $PEP $DUK $AEP $KMB $LMT

$199M

38 positions

#24Crescent Sterling, Ltd.Passive

Some overlap · 7 shared positions

$VZ $PEP $DUK $LMT $AMGN $QCOM

$112M

85 positions

#25Stablepoint Partners, LLCPassive

Some overlap · 7 shared positions

$VZ $PEP $TD $DUK $LMT $AMGN

$723M

260 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.