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Hedge Funds Similar to Hapanowicz & Associates Financial Services

13F Portfolio OverlapQ2 2026Hapanowicz & Associates Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Hapanowicz & Associates Financial Services, Inc is an institutional investor managing $321M across 37 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 Hapanowicz & Associates Financial Services are EQUITY INVESTMENT, Aristotle, Wealth Advisors of Tampa Bay, with shared positions in $OSK, $PNC, $VZ, $LMT, $MCD, $DOV. The full ranking of 25 similar funds is below.

#1EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$OSK$PNC$VZ
$5.2B
76 positions
#2Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$OSK$PNC$VZ
$47.7B
212 positions
#3Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$PNC$LMT$VZ$MCD
$327M
94 positions
#4Flavin Financial Services, Inc.Passive
Some overlap · 4 shared positions
$PNC$LMT$VZ$MCD
$175M
81 positions
#5Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$PNC$LMT$VZ$MCD
$181M
81 positions
#6HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$PNC$LMT$VZ$MCD
$363M
92 positions
#7Prudent Man Investment Management, Inc.Smart money
Some overlap · 4 shared positions
$PNC$LMT$DOV$MCD
$293M
169 positions
#8PRECEDENT WEALTH PARTNERS, LLCPassive
Slight overlap · 5 shared positions
$LMT$PNC$VZ$FDX$MCD
$601M
207 positions
#9FIRST HORIZON NATIONAL CORPPassive
Slight overlap · 4 shared positions
$LMT$PNC$VZ$MCD
$2.6B
1,527 positions
#10Center for Wealth Management AdvisoryActive
Slight overlap · 3 shared positions
$PNC$LMT$VZ
$159M
62 positions
#11Frederick Financial Consultants, LLCActive
Slight overlap · 3 shared positions
$PNC$LMT$DOV
$236M
121 positions
#12SCHULHOFF & CO INCPassive
Slight overlap · 3 shared positions
$PNC$LMT$VZ
$249M
134 positions
#13FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Slight overlap · 4 shared positions
$PNC$LMT$VZ$MCD
$492M
156 positions
#14ISTHMUS PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$PNC$LMT$MCD
$1.0B
226 positions
#15BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Slight overlap · 3 shared positions
$PNC$LMT$MCD
$2.5B
270 positions
#16CONNING INC.Passive
Slight overlap · 3 shared positions
$PNC$LMT$MCD
$3.3B
327 positions
#17NEW ENGLAND ASSET MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$LMT$PNC$VZ
$863M
131 positions
#18CUTLER INVESTMENT COUNSEL LLCActive
Slight overlap · 4 shared positions
$PNC$VZ$DOV$MCD
$1.1B
157 positions
#19Modera Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PNC$LMT$DOV
$9.4B
650 positions
#20BENEDICT FINANCIAL ADVISORS INCPassive
Slight overlap · 4 shared positions
$LMT$VZ$DOV$MCD
$515M
142 positions
#21Patrick Mauro Investment Advisor, INC.Active
Slight overlap · 4 shared positions
$LMT$VZ$DOV$MCD
$199M
38 positions
#22WEIK CAPITAL MANAGEMENTActive
Slight overlap · 3 shared positions
$LMT$PNC$MCD
$260M
93 positions
#23NI ACQUISITIONS COMPANY, LLCActive
Slight overlap · 3 shared positions
$LMT$PNC$VZ
$234M
112 positions
#24Kaufman Rossin Wealth, LLCActive
Slight overlap · 3 shared positions
$OSK$PNC$FDX
$211M
112 positions
#25JMAC ENTERPRISES LLCActive
Slight overlap · 3 shared positions
$PNC$LMT$MCD
$593M
122 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.