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Hedge Funds Similar to DIXON FNANCIAL SERVICES

13F Portfolio OverlapQ2 2026DIXON FNANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

DIXON FNANCIAL SERVICES, INC. is an institutional investor managing $247M across 48 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 DIXON FNANCIAL SERVICES are Pinnacle West Asset, Inlet Private Wealth, FELL, with shared positions in $AMGN, $STX, $NSC, $DIS, $MCK, $ABNB. The full ranking of 25 similar funds is below.

#1Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$AMGN$STX$NSC$DIS
$145M
104 positions
#2Inlet Private Wealth, LLCPassive
Some overlap · 3 shared positions
$AMGN$MCK$STX
$411M
133 positions
#3FELL CAPITAL MANAGEMENT /ADVPassive
Some overlap · 3 shared positions
$AMGN$MCK$DIS
$119M
96 positions
#4Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$AMGN$MCK$DIS
$1.0B
765 positions
#5Cetera Trust Company, N.APassive
Some overlap · 3 shared positions
$AMGN$MCK$DIS
$199M
345 positions
#6Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$AMGN$MCK$DIS
$754M
41 positions
#7Councilmark Asset Management, LLCActive
Some overlap · 3 shared positions
$AMGN$MCK$DIS
$189M
84 positions
#8ARWA LLCPassive
Some overlap · 3 shared positions
$AMGN$MCK$STX
$241M
139 positions
#9VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$AMGN$MCK$NSC
$142M
108 positions
#10American Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$MCK$DIS$ABNB
$185M
95 positions
#11INDEPENDENT INVESTORS INCSmart money
Some overlap · 3 shared positions
$AMGN$NSC$DIS
$524M
73 positions
#12Wynn Capital, LLCPassive
Some overlap · 3 shared positions
$AMGN$MCK$DIS
$224M
116 positions
#13McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$MCK$AMGN$DIS
$193M
85 positions
#14GW HENSSLER & ASSOCIATES LTDPassive
Slight overlap · 3 shared positions
$AMGN$ABNB$SRE
$2.2B
268 positions
#15One Wealth Map LLCActive
Slight overlap · 3 shared positions
$MCK$ABNB$DIS
$220M
106 positions
#16Arlington Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$AMGN$DIS$STX
$787M
107 positions
#17Marshall & Sterling Wealth Advisors Inc.Passive
Slight overlap · 3 shared positions
$AMGN$NSC$MCK
$169M
339 positions
#18Granite Group Advisors, LLCActive
Slight overlap · 3 shared positions
$AMGN$DIS$STX
$169M
84 positions
#19DLK Investment Management, LLCPassive
Slight overlap · 3 shared positions
$AMGN$DIS$SRE
$235M
96 positions
#20Valtrion Capital Management, LLCActive
Slight overlap · 3 shared positions
$STX$ABNB$DIS
$134M
103 positions
#21DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$STX$AMGN$DIS
$445M
204 positions
#22MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Slight overlap · 3 shared positions
$STX$AMGN$SRE
$272M
149 positions
#23CoreFirst Bank & TrustPassive
Slight overlap · 3 shared positions
$NSC$AMGN$DIS
$201M
279 positions
#24Accelerate Investment Advisors LLCActive
Slight overlap · 3 shared positions
$MCK$AMGN$STX
$174M
149 positions
#25MKT Advisors LLCActive
Slight overlap · 3 shared positions
$AMGN$SRE$MCK
$322M
155 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.