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Hedge Funds Similar to Wolff Financial

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

Wolff Financial Management LLC is an institutional investor managing $501M across 106 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 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
$366M
206 positions
#4OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 8 shared positions
$QCOM$MCD$AEP$PFE$UPS$PEP
$2.7B
54 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
$388M
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
$112M
63 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
$136M
86 positions
#12GODSEY & GIBB, INCPassive
Notable overlap · 7 shared positions
$SYK$AEP$TD$UPS$PEP$TFC
$1.2B
383 positions
#13InvesTrustPassive
Some overlap · 7 shared positions
$MCD$VZ$PFE$PM$USB$PEP
$260M
95 positions
#14Alliance Private Wealth, LLCActive
Some overlap · 7 shared positions
$QCOM$VZ$PFE$UPS$PEP$TFC
$288M
82 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
$186M
132 positions
#17GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 7 shared positions
$AEP$MO$VZ$PFG$PM$USB
$2.2B
268 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
$680M
270 positions
#201834 INVESTMENT ADVISORS COPassive
Some overlap · 7 shared positions
$PFE$MO$VZ$QCOM$USB$TFC
$883M
211 positions
#21Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$QCOM$PFE$MO$VZ$PEP$TFC
$226M
42 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
$310M
37 positions
#25Mayflower Financial Advisors, LLCPassive
Some overlap · 7 shared positions
$MCD$MO$VZ$PEP$UPS$DUK
$1.2B
499 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.