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Hedge Funds Similar to Frisch Financial Group

13F Portfolio OverlapQ2 2026Frisch Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Frisch Financial Group, Inc. is an institutional investor managing $583M across 187 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 Frisch Financial Group are Newton One Investments, Neumann, SCS, with shared positions in $DOV, $MDY, $VZ, $MCD, $MS, $DIS. The full ranking of 25 similar funds is below.

#1Newton One Investments LLCActive
Some overlap · 5 shared positions
$DOV$MDY$VZ$MCD$MS
$392M
150 positions
#2Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$DOV$DIS$SCHW$MS
$391M
105 positions
#3SCS Capital Management LLCActive
Some overlap · 4 shared positions
$DOV$MDY$EPD$MS
$10.6B
485 positions
#4Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$DOV$MDY$VZ$DIS
$241M
98 positions
#5Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$DOV$SCHW$BNY$ELV
$637M
125 positions
#6DC Investments Management, LLCActive
Some overlap · 3 shared positions
$DOV$MDY$ED
$293M
55 positions
#7HFM Investment Advisors, LLCActive
Some overlap · 5 shared positions
$DOV$ELV$ED$VZ$MCD
$285M
1,293 positions
#8PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$DOV$DIS$SCHW
$728M
298 positions
#9Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$MDY$DIS
$418M
232 positions
#10HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DOV$VZ$EPD
$251M
69 positions
#11Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$DIS$MCD
$406M
308 positions
#12American National Bank of TexasActive
Some overlap · 3 shared positions
$DOV$MDY$MCD
$109M
52 positions
#13Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$MDY$MCD
$580M
134 positions
#14Coyle Financial Counsel LLCActive
Some overlap · 3 shared positions
$DOV$MDY$MCD
$548M
126 positions
#15TSG Advice Partners, LLC
Some overlap · 3 shared positions
$DOV$MDY$MCD
$667M
135 positions
#16Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$MDY$MS
$174M
176 positions
#17Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$DOV$SCHW$MS
$113M
74 positions
#18Goldstone Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$MCD$MS
$1.1B
243 positions
#19Financial Plan, Inc.Smart money
Some overlap · 3 shared positions
$DOV$BNY$MS
$1.1B
95 positions
#20Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$MDY$MCD
$206M
77 positions
#21Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$MDY$MCD
$125M
54 positions
#22Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$EPD$MCD
$212M
171 positions
#23FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$EPD$VZ
$149M
144 positions
#24Windsor Advisory Group, LLCActive
Some overlap · 3 shared positions
$DOV$VZ$EPD
$138M
97 positions
#25Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$MCD
$148M
200 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.