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Hedge Funds Similar to WULFF, HANSEN &

13F Portfolio OverlapQ1 2026WULFF, HANSEN & portfolio →
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Most similar hedge funds by 13F overlap

WULFF, HANSEN & CO. is an institutional investor managing $98M across 98 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 WULFF, HANSEN & are guardian investment, Community Bank of Raymore, Pavion Blue ,, with shared positions in $GE, $BAC, $GEV, $CSX, $BA, $FCX. The full ranking of 25 similar funds is below.

#1guardian investment managementActive
Notable overlap · 5 shared positions
$GE$BAC$GEV$CSX$BA
$127M
60 positions
#2Community Bank of RaymoreActive
Notable overlap · 7 shared positions
$BAC$GE$FCX$GEV$CSX$COP
$149M
74 positions
#3Pavion Blue Capital, LLCPassive
Notable overlap · 5 shared positions
$GE$BAC$GEV$MDLZ$COP
$230M
108 positions
#4DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$BAC$CSX$PM$COP$BA
$220M
38 positions
#5GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Notable overlap · 5 shared positions
$BN$GE$GEV$BAC$BA
$328M
83 positions
#6Gold Investment Management Ltd.Passive
Notable overlap · 5 shared positions
$BIP$BN$CSX$BAC$LMT
$323M
201 positions
#7Aull & Monroe Investment Management CorpPassive
Notable overlap · 6 shared positions
$CSX$BAC$DUK$COP$LMT$WM
$215M
125 positions
#8Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$GE$BAC$GEV$FCX$COP
$231M
98 positions
#9HOERTKORN RICHARD CHARLESActive
Some overlap · 4 shared positions
$GE$BAC$GEV$BA
$122M
75 positions
#10Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$CSX$GE$PM$GEV$BA
$78M
111 positions
#11TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$GE$GEV$BN$BA$WM
$200M
110 positions
#12CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$GE$BAC$GEV$DUK
$1.3B
118 positions
#13RE ADVISERS CORPActive
Some overlap · 5 shared positions
$BAC$FCX$CSX$BA$COP
$3.7B
111 positions
#14Spectrum Financial Alliance Ltd LLCActive
Some overlap · 4 shared positions
$GE$BAC$LMT$BA
$520M
30 positions
#15BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$BAC$FCX$MDLZ$BA$COP
$578M
108 positions
#16Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$BAC$PM$GPC$COP$DUK
$9.8B
213 positions
#17Weinberger Asset Management, IncActive
Some overlap · 5 shared positions
$BAC$GE$PM$GEV$WM
$267M
92 positions
#18Cartenna Capital, LPPassive
Some overlap · 4 shared positions
$GE$CSX$LMT$FCX
$2.7B
47 positions
#19Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$GE$BAC$BA$GEV
$267M
33 positions
#20Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$BAC$GE$GEV$COP$DUK
$685M
380 positions
#21POM Investment Strategies, LLCPassive
Some overlap · 5 shared positions
$BAC$GE$GEV$COP$DUK
$80M
433 positions
#22Partners Group Holding AGActive
Some overlap · 4 shared positions
$CSX$BN$AWK$WM
$1.4B
50 positions
#23Tenere Capital LLCActive
Some overlap · 3 shared positions
$GE$CSX$GEV
$136M
22 positions
#24October Effect LtdPassive
Some overlap · 5 shared positions
$GE$GEV$BA$LMT$PM
$87M
64 positions
#25Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$GE$GEV$LMT$COP$DUK
$147M
64 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.