13F Pro

Hedge Funds Similar to WRIGHT INVESTORS SERVICE

13F Portfolio OverlapQ2 2026WRIGHT INVESTORS SERVICE portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WRIGHT INVESTORS SERVICE INC is an institutional investor managing $366M across 148 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 WRIGHT INVESTORS SERVICE are MOUNT VERNON ASSOCIATES, Stone Summit Wealth, Weaver C. Barksdale & Associates, with shared positions in $SCHW, $AXP, $BMY, $DAL, $C, $GILD. The full ranking of 25 similar funds is below.

#1MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 5 shared positions
$SCHW$AXP$BMY$DAL$C
$150M
58 positions
#2Stone Summit Wealth LLCPassive
Some overlap · 5 shared positions
$GILD$AXP$NEE$BMY$SCHW
$370M
137 positions
#3Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$GILD$SCHW$NEE$CI
$111M
62 positions
#4Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$GILD$NEE$EXPE$NTAP$BMY
$8.0B
102 positions
#5TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$GILD$AXP$EXPE$NEE
$217M
114 positions
#6Anchor Bay Capital, Inc.Passive
Some overlap · 4 shared positions
$SCHW$GILD$NRG$NEE
$185M
341 positions
#7BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$AXP$PGR$DAL$NEE$C
$171M
116 positions
#8SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$AXP$PGR$DAL$NEE$C
$145M
43 positions
#9Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$AXP$PGR$DAL$NEE$C
$1.6B
1,462 positions
#10Integras Partners LLCPassive
Some overlap · 4 shared positions
$GILD$BMY$NRG$NEE
$181M
100 positions
#11Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$SCHW$AXP$PGR$C
$63.1B
341 positions
#12Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$GILD$SCHW$BMY
$391M
105 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$SCHW$GILD$BMY$NEE
$1.3B
58 positions
#14Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$SCHW$NRG$NEE$C
$139M
103 positions
#15Hudson Capital Management LLCPassive
Some overlap · 4 shared positions
$GILD$BMY$EBAY$CI
$405M
78 positions
#16Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$GILD$AXP$BMY$NEE
$473M
58 positions
#17BLALOCK WILLIAMS, LLCPassive
Some overlap · 4 shared positions
$SCHW$PGR$AXP$C
$154M
154 positions
#18Parrish Capital LLCPassive
Some overlap · 3 shared positions
$GILD$AXP$SCHW
$103M
84 positions
#19LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 5 shared positions
$NRG$EXPE$NTAP$EBAY$CI
$7.9B
41 positions
#20MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 4 shared positions
$SCHW$PGR$CI$BMY
$546M
119 positions
#21WEST MICHIGAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AXP$GILD$BMY$NEE
$455M
298 positions
#22FCF Advisors LLCPassive
Some overlap · 4 shared positions
$GILD$BMY$EXPE$NTAP
$544M
58 positions
#23Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$GILD$AXP$BMY
$306M
59 positions
#24POWER WEALTH MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SCHW$NEE$C$CI
$295M
129 positions
#25Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$AXP$PGR
$175M
132 positions

Compare WRIGHT INVESTORS SERVICE’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 WRIGHT INVESTORS SERVICE’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.