Hedge Funds Similar to WILEY BROS.-AINTREE ,

13F Portfolio OverlapQ1 2026WILEY BROS.-AINTREE , portfolio →

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Most similar hedge funds by 13F overlap

WILEY BROS.-AINTREE CAPITAL, LLC is an institutional investor managing $20.2B across 2,395 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WILEY BROS.-AINTREE , are ALBION FINANCIAL GROUP /UT, Clear Trail Advisors,, Resonant Advisors,, with shared positions in $HUM, $AMGN, $MCD, $JHG, $COP, $NEE. The full ranking of 25 similar funds is below.

#1ALBION FINANCIAL GROUP /UTActive

Slight overlap · 5 shared positions

$HUM $AMGN $MCD $JHG $COP

$1.5B

737 positions

#2Clear Trail Advisors, LLCPassive

Slight overlap · 5 shared positions

$AMGN $MCD $JHG $NEE $VZ

$601M

149 positions

#3Resonant Capital Advisors, LLCPassive

Slight overlap · 5 shared positions

$HUM $JHG $COP $AMGN $MCD

$1.9B

495 positions

#4CHRISTINE MESSMER PCActive

Slight overlap · 5 shared positions

$AMGN $NEE $VZ $HUM $COP

$156M

80 positions

#5Blossom Wealth ManagementPassive

Slight overlap · 4 shared positions

$HUM $AMGN $MCD $NEE

$67M

74 positions

#6Integras Partners LLCPassive

Slight overlap · 4 shared positions

$HUM $AMGN $MCD $NEE

$152M

69 positions

#7Bolthouse Investments, LLCActive

Slight overlap · 4 shared positions

$HUM $AMGN $MCD $NEE

$111M

70 positions

#8Pathway Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$HUM $AMGN $MCD $VZ

$354M

164 positions

#9Columbia Asset ManagementActive

Slight overlap · 4 shared positions

$HUM $AMGN $MCD $VZ

$525M

170 positions

#10CoreFirst Bank & TrustPassive

Slight overlap · 4 shared positions

$HUM $AMGN $MCD $COP

$189M

290 positions

#11Oak Harvest Investment ServicesPassive

Slight overlap · 4 shared positions

$HUM $AMGN $MCD $COP

$958M

176 positions

#12MFA Wealth ServicesPassive

Slight overlap · 4 shared positions

$HUM $AMGN $MCD $COP

$151M

122 positions

#13StrongBox Wealth, LLCPassive

Slight overlap · 4 shared positions

$HUM $AMGN $JHG $NEE

$313M

95 positions

#14Colter Lewis Investment Partners LLCPassive

Slight overlap · 4 shared positions

$HUM $AMGN $JHG $NEE

$106M

111 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Slight overlap · 4 shared positions

$HUM $MCD $JHG $NEE

$280M

107 positions

#16Aprio Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$HUM $MCD $JHG $NEE

$1.8B

613 positions

#17Haverford Trust CoActive

Slight overlap · 4 shared positions

$HUM $MCD $JHG $NEE

$10.9B

419 positions

#18Leo Wealth, LLCPassive

Slight overlap · 4 shared positions

$HUM $MCD $JHG $VZ

$1.4B

452 positions

#19WFA of San Diego, LLCPassive

Slight overlap · 4 shared positions

$HUM $AMGN $JHG $COP

$125M

404 positions

#20Tandem Investment Partners LLCPassive

Slight overlap · 4 shared positions

$HUM $AMGN $NEE $VZ

$118M

73 positions

#21STUDIO INVESTMENT MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$HUM $AMGN $NEE $COP

$547M

180 positions

#22Forza Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$HUM $AMGN $VZ $COP

$287M

188 positions

#23CPA Asset Management LLCActive

Slight overlap · 4 shared positions

$HUM $MCD $NEE $AMGN

$298M

99 positions

#24W ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$HUM $MCD $NEE $VZ

$195M

141 positions

#25WEALTHSPAN PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$HUM $MCD $NEE $COP

$284M

123 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.