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Hedge Funds Similar to Dupree Financial Group

13F Portfolio OverlapQ3 2026Dupree Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Dupree Financial Group, LLC is an institutional investor managing $277M across 79 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Dupree Financial Group are GQG Partners, Orca Wealth, BUTENSKY & COHEN FINANCIAL SECURITY, with shared positions in $ENB, $VZ, $BTI, $T, $BP, $ORI. The full ranking of 25 similar funds is below.

#1GQG Partners LLCActive
Notable overlap · 5 shared positions
$ENB$VZ$BTI$T$BP
$53.8B
102 positions
#2Orca Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$ORI$BTI$CMI$BX$EOG$VZ
$168M
84 positions
#3BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Notable overlap · 6 shared positions
$CMI$BTI$JCI$EOG$BP$O
$405M
98 positions
#4Columbus Macro, LLCPassive
Notable overlap · 4 shared positions
$ENB$KMI$NLY$CMI
$1.0B
208 positions
#5TrueMark Investments, LLCPassive
Notable overlap · 4 shared positions
$BTI$VZ$ENB$KMI
$798M
187 positions
#6Keystone Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$VZ$BTI$T
$404M
39 positions
#7Adams Asset Advisors, LLCActive
Notable overlap · 6 shared positions
$BTI$CMI$VZ$T$HRL$WPC
$984M
94 positions
#8PARK CIRCLE CoActive
Notable overlap · 5 shared positions
$VZ$ORI$BX$ENB$NLY
$117M
53 positions
#9FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Notable overlap · 5 shared positions
$ENB$VZ$KMI$O$VRT
$202M
327 positions
#10Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 5 shared positions
$CMI$ORI$CINF$ENB$O
$111M
62 positions
#11EQUITY INVESTMENT CORPActive
Notable overlap · 4 shared positions
$VZ$AGNC$WPC$T
$5.2B
76 positions
#12Te Ahumairangi Investment Management LtdActive
Notable overlap · 3 shared positions
$VZ$EG$T
$620M
86 positions
#13John Boyer, Inc.Smart money
Notable overlap · 3 shared positions
$VZ$ORI$T
$126M
227 positions
#14Disciplined Equity Management, Inc.Smart money
Notable overlap · 3 shared positions
$VZ$KMI$T
$227M
47 positions
#15ADVOCATE GROUP LLCPassive
Notable overlap · 4 shared positions
$VZ$ENB$CMI$WPC
$646M
122 positions
#16Inlight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$VZ$BP$T
$350M
78 positions
#17KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 3 shared positions
$ENB$KMI$BP
$5.1B
53 positions
#18TECTONIC ADVISORS LLCPassive
Notable overlap · 5 shared positions
$ENB$VZ$WPC$O$T
$2.2B
277 positions
#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 4 shared positions
$KMI$O$VZ$BX
$203M
58 positions
#20Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$VZ$KMI$T
$116M
65 positions
#21Callodine Capital Management, LPActive
Some overlap · 3 shared positions
$BTI$O$BX
$1.5B
63 positions
#22ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 4 shared positions
$ENB$BTI$AMCR$VZ
$156M
64 positions
#23Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$CMI$ORI$DKS
$4.0B
28 positions
#24Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$O$AMCR$CINF$HRL
$274M
79 positions
#25Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$VZ$KMI$O
$94M
64 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.