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Hedge Funds Similar to Dominguez Wealth Solutions

13F Portfolio OverlapQ2 2026Dominguez Wealth Solutions portfolio →
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Most similar hedge funds by 13F overlap

Dominguez Wealth Management Solutions, Inc. is an institutional investor managing $181M across 75 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 Dominguez Wealth Solutions are VIRGINIA WEALTH GROUP, Exeter Financial, Kinloch, with shared positions in $AFL, $EMR, $TGT, $D, $MCD, $PEP. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 7 shared positions
$AFL$EMR$TGT$D$MCD$PEP
$201M
57 positions
#2Exeter Financial, LLCPassive
Notable overlap · 7 shared positions
$AFL$EMR$TGT$LMT$MCD$PEP
$261M
101 positions
#3Kinloch Capital, LLCPassive
Notable overlap · 7 shared positions
$TGT$AFL$KMB$EMR$PEP$NEE
$274M
79 positions
#4Welch Group, LLCPassive
Notable overlap · 7 shared positions
$EMR$LMT$KMB$MCD$PEP$NEE
$2.9B
326 positions
#5RNC CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$EMR$LMT$T$BMY$PEP$MO
$2.4B
181 positions
#6Kagan Cocozza Asset ManagementActive
Notable overlap · 4 shared positions
$AFL$KMB$TGT$VZ
$160M
67 positions
#7Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 6 shared positions
$LMT$KMB$BMY$MCD$PEP$VZ
$199M
38 positions
#8EDMP, INC.Passive
Notable overlap · 6 shared positions
$AFL$BMY$T$PEP$VZ$MO
$124M
70 positions
#9PENINSULA ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$EMR$AFL$PEP$NEE
$209M
54 positions
#10EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$TGT$BMY$T$LMT$PEP$NEE
$1.3B
58 positions
#11ADVOCATE GROUP LLCPassive
Notable overlap · 6 shared positions
$EMR$TGT$BMY$D$MCD$VZ
$665M
122 positions
#12Wills Financial Group LLCPassive
Notable overlap · 6 shared positions
$LMT$KMB$D$PEP$NEE$VZ
$275M
82 positions
#13Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$EMR$AFL$PEP
$5.9B
141 positions
#14FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 10 shared positions
$TGT$MCD$LMT$KMB$PEP$BMY
$492M
156 positions
#15Signature Wealth Management Group
Some overlap · 5 shared positions
$KMB$TGT$BMY$MCD$PEP
$263M
128 positions
#16Mandatum Life Insurance Co LtdSmart money
Some overlap · 3 shared positions
$EMR$TGT$KMB
$540M
90 positions
#17Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$TGT$LMT$KMB$PEP$EMR
$797M
110 positions
#18BCWM, LLCPassive
Some overlap · 6 shared positions
$LMT$BMY$T$PEP$VZ$MO
$342M
57 positions
#19Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$LMT$TGT$MCD$PEP$VZ$MO
$181M
81 positions
#20Optimist Retirement Group LLCActive
Some overlap · 7 shared positions
$KMB$BMY$LMT$MCD$PEP$VZ
$259M
118 positions
#21OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$EMR$KMB$BMY$MCD$PEP
$2.7B
54 positions
#22DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$TGT$LMT$KMB$EMR$PEP
$530M
92 positions
#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$EMR$KMB$BMY$TGT
$1.5B
184 positions
#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$EMR$LMT$BMY$MCD$PEP
$2.5B
270 positions
#25PENN DAVIS MCFARLAND INCActive
Some overlap · 7 shared positions
$LMT$BMY$TGT$KMB$MCD$VZ
$1.1B
79 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.