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Hedge Funds Similar to DiNuzzo Private Wealth

13F Portfolio OverlapQ2 2026DiNuzzo Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

DiNuzzo Private Wealth, Inc. is an institutional investor managing $1.0B across 1,347 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 DiNuzzo Private Wealth are Walsky Investment, BOSTON RESEARCH, Mason & Associates, with shared positions in $MCD, $BNY, $HONA, $LOW, $NEE, $CSX. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Notable overlap · 7 shared positions
$MCD$BNY$HONA$LOW$NEE$CSX
$108M
52 positions
#2BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 7 shared positions
$BNY$MCD$USB$NEE$UPS$VZ
$453M
121 positions
#3Mason & Associates, LLCSmart money
Some overlap · 4 shared positions
$MCD$D$UPS$CSX
$481M
45 positions
#4Mayflower Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$NEE$UPS$VZ
$1.2B
499 positions
#5LYNCH & ASSOCIATES/INPassive
Some overlap · 7 shared positions
$MCD$NEE$USB$UPS$HONA$LOW
$573M
129 positions
#6Innovative Wealth Building LLCSmart money
Some overlap · 5 shared positions
$MCD$D$VZ$T$LOW
$172M
84 positions
#7ISTHMUS PARTNERS, LLCPassive
Some overlap · 7 shared positions
$BNY$MCD$ROK$UPS$LOW$TT
$1.0B
226 positions
#8SIMA Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MCD$EMR$D
$141M
130 positions
#9MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MCD$USB$NEE$UPS$EMR
$436M
130 positions
#10Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$BNY$MCD$NEE$VZ$T
$327M
94 positions
#11Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$MCD$NEE$VZ$T$D
$151M
70 positions
#12Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$D$MCD$USB$HONA$VZ$T
$116M
65 positions
#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$MCD$D$VZ$LOW$EMR
$201M
57 positions
#14KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MCD$D$USB$VZ$LOW$EMR
$1.5B
228 positions
#15FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$MCD$USB$NEE$VZ$T
$1.7B
256 positions
#16Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MCD$USB$HONA$UPS$VZ
$968M
178 positions
#17Callahan Advisors, LLCActive
Some overlap · 5 shared positions
$EQT$MCD$NEE$FDX$LOW
$1.3B
181 positions
#18Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$MCD$NEE$LOW$OUNZ$EMR
$474M
110 positions
#19MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 5 shared positions
$MCD$NEE$USB$D$UPS
$151M
465 positions
#20Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$MCD$USB$NEE$HONA$CSX
$227M
73 positions
#21Tower Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$OUNZ$MCD$T
$203M
101 positions
#22HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$MCD$BNY$HONA$VZ
$363M
92 positions
#23OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$MCD$NEE$UPS
$183M
31 positions
#24Infusive Asset Management Inc.Active
Some overlap · 3 shared positions
$MCD$VZ$LOW
$220M
30 positions
#25Westchester Capital Management, Inc.Active
Some overlap · 5 shared positions
$MCD$BNY$T$LOW$VZ
$555M
46 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.