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Hedge Funds Similar to Weitzel Financial Services

13F Portfolio OverlapQ2 2026Weitzel Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Weitzel Financial Services, Inc. is an institutional investor managing $294M across 51 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 Weitzel Financial Services are Eliot Finkel Investment Counsel, DMKC Advisory Services, RMG Wealth, with shared positions in $ETN, $DE, $USB, $LNT, $DOV, $HWM. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$ETN$DE$USB
$214M
33 positions
#2DMKC Advisory Services, LLCActive
Notable overlap · 3 shared positions
$DE$USB$ETN
$530M
92 positions
#3RMG Wealth Management LLCActive
Notable overlap · 4 shared positions
$DE$LNT$USB$ETN
$969M
578 positions
#4Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$USB$DE$ETN
$447M
77 positions
#5Heritage Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$USB$DE$ETN
$401M
272 positions
#6VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 4 shared positions
$DE$ETN$LNT$USB
$5.0B
245 positions
#7DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$ETN$DE$DOV
$124M
100 positions
#8MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$ETN$DE$LNT$USB
$491M
120 positions
#9Aspen Capital Management, LLCActive
Some overlap · 3 shared positions
$USB$DOV$DE
$453M
83 positions
#10FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$USB$DOV$DE
$149M
155 positions
#11NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ETN$DE$USB$DOV
$758M
265 positions
#12Foster Group, Inc.Active
Some overlap · 3 shared positions
$DE$ETN$DOV
$3.8B
318 positions
#13BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$ETN$LNT$HWM
$558M
152 positions
#14Synergy Financial Management, LLCPassive
Some overlap · 3 shared positions
$DE$ETN$USB
$1.1B
274 positions
#15RW Investment Management LLCSmart money
Some overlap · 3 shared positions
$USB$DE$ETN
$1.1B
115 positions
#16Arcataur Capital Management LLCSmart money
Slight overlap · 3 shared positions
$DE$HWM$USB
$403M
105 positions
#17Obermeyer Wealth PartnersActive
Slight overlap · 3 shared positions
$DE$USB$ETN
$2.4B
302 positions
#18OFS Enterprise LLCActive
Slight overlap · 3 shared positions
$ETN$USB$DE
$392M
106 positions
#19LCNB CORPPassive
Slight overlap · 3 shared positions
$USB$DE$ETN
$326M
184 positions
#20Lantern Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$ETN$HWM$DOV
$218M
184 positions
#21Sterling Capital Management LLCPassive
Slight overlap · 3 shared positions
$DE$ETN$DOV
$5.9B
3,289 positions
#22DNCA FINANCEActive
Slight overlap · 3 shared positions
$DE$HWM$ETN
$2.1B
118 positions
#23Ellenbecker Investment GroupSmart money
Slight overlap · 3 shared positions
$ETN$LNT$DOV
$860M
149 positions
#24PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Slight overlap · 3 shared positions
$DE$DOV$HWM
$2.8B
186 positions
#25Banque Transatlantique SAActive
Slight overlap · 3 shared positions
$DE$ETN$HWM
$4.7B
494 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.