Hedge Funds Similar to WRAPMANAGER

13F Portfolio OverlapQ2 2026WRAPMANAGER portfolio →

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Most similar hedge funds by 13F overlap

WRAPMANAGER INC is an institutional investor managing $320M across 150 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 WRAPMANAGER are Alaethes Wealth, Cullen, Annex Advisory Services, with shared positions in $PM, $NEE, $MS. The full ranking of 21 similar funds is below.

#1Alaethes Wealth, LLCPassive

Slight overlap · 3 shared positions

$345M

111 positions

#2Cullen Capital Management, LLCActive

Slight overlap · 3 shared positions

$10.2B

208 positions

#3Annex Advisory Services, LLCActive

Slight overlap · 3 shared positions

$5.9B

356 positions

#4HOWE & RUSLING INCPassive

Slight overlap · 3 shared positions

$1.7B

479 positions

#5Blue Chip Partners, LLCActive

Slight overlap · 3 shared positions

$1.6B

184 positions

#6Brentview Investment Management LLCActive

Slight overlap · 3 shared positions

$253M

63 positions

#7OmniStar Financial Group, Inc.Passive

Slight overlap · 3 shared positions

$217M

118 positions

#8Severin Investments, LLCPassive

Slight overlap · 3 shared positions

$133M

174 positions

#9Blake Schutter Theil Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$148M

110 positions

#10W ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$220M

153 positions

#11Broyhill Asset Management, LLCPassive

Slight overlap · 3 shared positions

$112M

77 positions

#12FIRST NATIONAL TRUST COPassive

Slight overlap · 3 shared positions

$2.9B

382 positions

#13LORD, ABBETT & CO. LLCPassive

Slight overlap · 3 shared positions

$34.9B

558 positions

#14Evansbrook LLCActive

Slight overlap · 3 shared positions

$168M

127 positions

#15ShoreHaven Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$318M

106 positions

#16JPMORGAN CHASE & COPassive

Slight overlap · 3 shared positions

$1.8T

7,720 positions

#17Berkeley Capital Partners, LLCActive

Slight overlap · 3 shared positions

$486M

203 positions

#18Argent Trust CoPassive

Slight overlap · 3 shared positions

$3.5B

769 positions

#19Powell Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$317M

167 positions

#20Granite Group Advisors, LLCActive

Slight overlap · 3 shared positions

$169M

84 positions

#21Intergy Private Wealth, LLCActive

Slight overlap · 3 shared positions

$433M

147 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.