13F Pro

Hedge Funds Similar to Wolff Financial

13F Portfolio OverlapQ3 2026Wolff Financial portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wolff Financial Management LLC is an institutional investor managing $494M across 102 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 Wolff Financial are Optimist Retirement Group, FUKOKU MUTUAL LIFE INSURANCE, Range Financial Group, with shared positions in $QCOM, $PFE, $MO, $VZ, $MCD, $PM. The full ranking of 25 similar funds is below.

#1Optimist Retirement Group LLCActive
Notable overlap · 10 shared positions
$QCOM$PFE$MO$VZ$MCD$PM
$259M
118 positions
#2FUKOKU MUTUAL LIFE INSURANCE CoActive
Notable overlap · 8 shared positions
$QCOM$MCD$AEP$MO$PFE$VZ
$1.7B
256 positions
#3Range Financial Group LLCPassive
Notable overlap · 7 shared positions
$SNDK$QCOM$MCD$WDC$MO$VZ
$361M
207 positions
#4OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 8 shared positions
$QCOM$MCD$AEP$PFE$UPS$PEP
$2.2B
70 positions
#5Welch Group, LLCPassive
Notable overlap · 7 shared positions
$QCOM$MCD$AEP$PFE$VZ$PEP
$2.9B
326 positions
#6Stockman Wealth Management, Inc.Passive
Notable overlap · 7 shared positions
$QCOM$MCD$PFE$VZ$UPS$USB
$968M
178 positions
#7Keystone Financial Planning, Inc.Active
Notable overlap · 8 shared positions
$PFE$MO$VZ$PM$UPS$USB
$404M
39 positions
#8Paradigm Capital Management, LLC/NVActive
Notable overlap · 8 shared positions
$MO$MCD$VZ$PM$USB$PFE
$116M
65 positions
#9Measured Risk Portfolios, Inc.Active
Notable overlap · 7 shared positions
$QCOM$AEP$MO$VZ$PM$UPS
$94M
64 positions
#10Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 7 shared positions
$MCD$AEP$PFE$VZ$PEP$DUK
$199M
38 positions
#11RAHLFS CAPITAL, LLCPassive
Notable overlap · 8 shared positions
$MCD$VZ$PM$PEP$PFE$DUK
$150M
89 positions
#12GODSEY & GIBB, INCPassive
Notable overlap · 7 shared positions
$SYK$AEP$TD$UPS$PEP$TFC
$1.2B
611 positions
#13InvesTrustPassive
Some overlap · 7 shared positions
$MCD$VZ$PFE$PM$USB$PEP
$247M
91 positions
#14Alliance Private Wealth, LLCActive
Some overlap · 7 shared positions
$QCOM$VZ$PFE$UPS$PEP$TFC
$269M
85 positions
#15P.A.W. CAPITAL CORPPassive
Some overlap · 7 shared positions
$PFE$MO$VZ$PM$UPS$PEP
$133M
66 positions
#16TI-TRUST, INCPassive
Some overlap · 6 shared positions
$WDC$SNDK$MO$TD$DUK$BMY
$181M
134 positions
#17GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 7 shared positions
$AEP$MO$VZ$PFG$PM$USB
$2.3B
224 positions
#18Slagle Financial, LLCPassive
Some overlap · 7 shared positions
$MCD$MO$PM$USB$PEP$TFC
$334M
127 positions
#19First Bank & TrustPassive
Some overlap · 8 shared positions
$PFE$VZ$PM$USB$AEP$TFC
$687M
277 positions
#201834 INVESTMENT ADVISORS COPassive
Some overlap · 7 shared positions
$PFE$MO$VZ$QCOM$USB$TFC
$886M
232 positions
#21Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$QCOM$PFE$MO$VZ$PEP$TFC
$221M
41 positions
#22BCWM, LLCPassive
Some overlap · 8 shared positions
$PFE$MO$VZ$UPS$PEP$DUK
$342M
57 positions
#23PARK CIRCLE CoActive
Some overlap · 7 shared positions
$PFE$MO$VZ$TD$PM$TFC
$117M
53 positions
#24BONNESS ENTERPRISES INCSmart money
Some overlap · 5 shared positions
$SYK$PFE$UPS$BMY$VZ
$307M
39 positions
#25Mayflower Financial Advisors, LLCPassive
Some overlap · 7 shared positions
$MCD$MO$VZ$PEP$UPS$DUK
$1.2B
499 positions

Compare Wolff Financial’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Wolff Financial’s holdings

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.