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Hedge Funds Similar to DOPKINS WEALTH

13F Portfolio OverlapQ2 2026DOPKINS WEALTH portfolio →
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Most similar hedge funds by 13F overlap

DOPKINS WEALTH MANAGEMENT, LLC is an institutional investor managing $275M across 90 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 DOPKINS WEALTH are Robinson Value , Ltd., Axiom Investment, Bright Futures Wealth, with shared positions in $MTB, $SLV, $IAU, $PFE, $GLW, $DUK. The full ranking of 25 similar funds is below.

#1Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$MTB$SLV$IAU
$187M
75 positions
#2Axiom Investment Management LLCPassive
Some overlap · 3 shared positions
$MTB$PFE$GLW
$150M
528 positions
#3Bright Futures Wealth Management, LLC.Passive
Some overlap · 4 shared positions
$MTB$GLW$DUK$SHEL
$155M
208 positions
#4Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$GLW$PFE$TT$DUK
$186M
123 positions
#5Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$PFE$DUK$SLV$IAU
$486M
249 positions
#6O'Keefe Stevens Advisory, Inc.Active
Some overlap · 4 shared positions
$MTB$GLW$PFE$DUK
$488M
81 positions
#7Farrell Financial LLCActive
Some overlap · 3 shared positions
$MTB$IAU$GLW
$185M
83 positions
#8RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TT$SHEL$GLW$IAU
$414M
188 positions
#9PALLADIEM, LLCActive
Some overlap · 4 shared positions
$GLTR$GLW$SLV$DUK
$103M
136 positions
#10ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 3 shared positions
$PFE$DVA$DUK
$156M
64 positions
#11Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PFE$GLW$DUK
$234M
112 positions
#12POM Investment Strategies, LLCActive
Some overlap · 4 shared positions
$MTB$DUK$PFE$GLW
$88M
350 positions
#13VALLEY FORGE INVESTMENT CONSULTANTS INC ADVSmart money
Some overlap · 3 shared positions
$GLTR$GLW$SLV
$388M
86 positions
#14Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$PFE$GLW$TT
$262M
98 positions
#15Keeler Thomas Management LLCPassive
Some overlap · 3 shared positions
$PFE$TT$DUK
$282M
135 positions
#16CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$GLW$PFE$DUK
$1.5B
184 positions
#17Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$PFE$GLW$IAU
$955M
337 positions
#18BCWM, LLCPassive
Some overlap · 3 shared positions
$PFE$DUK$IAU
$342M
57 positions
#19New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$PFE$SLV$IAU
$268M
50 positions
#20Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLTR$TT$IAU
$378M
224 positions
#21CONTINENTAL ADVISORS LLCActive
Some overlap · 3 shared positions
$PFE$DVA$SHEL
$237M
50 positions
#22Landmark Wealth Management, LLCActive
Some overlap · 3 shared positions
$GLW$SHEL$PFE
$418M
151 positions
#23Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$GLTR$SLV$IAU
$1.1B
197 positions
#24MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 3 shared positions
$GLTR$SLV$IAU
$1.4B
144 positions
#25Estabrook Capital ManagementPassive
Some overlap · 3 shared positions
$GLW$PFE$DUK
$739M
344 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.