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Hedge Funds Similar to WBI INVESTMENTS,

13F Portfolio OverlapQ1 2026WBI INVESTMENTS, portfolio →
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Most similar hedge funds by 13F overlap

WBI INVESTMENTS, LLC is an institutional investor managing $362M across 275 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 WBI INVESTMENTS, are Disciplined Equity ,, Palouse ,, Catherine Avery Investment, with shared positions in $MO, $OKE, $VZ, $PFE, $BBY, $T. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Active
Notable overlap · 7 shared positions
$MO$OKE$VZ$PFE$BBY$T
$199M
44 positions
#2Palouse Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$OKE$VZ$PFE$MRSH$UPS$GIS
$151M
135 positions
#3Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$OKE$VZ$PFE$BBY$BMY$UPS
$223M
109 positions
#4Gilman Hill Asset Management, LLCPassive
Some overlap · 7 shared positions
$VZ$PFE$BBY$BMY$UPS$WU
$663M
225 positions
#5Optimist Retirement Group LLCActive
Some overlap · 7 shared positions
$VZ$PFE$BBY$BMY$HPQ$MO
$227M
113 positions
#6Keystone Financial Planning, Inc.Smart money
Some overlap · 6 shared positions
$MO$VZ$PFE$BMY$UPS$T
$374M
40 positions
#7Verity & Verity, LLCActive
Some overlap · 5 shared positions
$OKE$MO$VZ$PFE$UPS
$1.3B
138 positions
#8BCWM, LLCPassive
Some overlap · 5 shared positions
$MO$VZ$PFE$BMY$UPS
$353M
57 positions
#9AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$VZ$MO$PFE$BBY$HIG$T
$160M
137 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$OKE$VZ$UPS$GIS$T$GD
$220M
148 positions
#11Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$MO$VZ$PFE$BMY$T$HPQ
$891M
88 positions
#12Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$VZ$PFE$SHW$UPS$MO$GD
$139M
62 positions
#13TECTONIC ADVISORS LLCActive
Some overlap · 7 shared positions
$OKE$VZ$MO$WT$PFE$T
$1.9B
267 positions
#14FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 5 shared positions
$VZ$HPQ$PFE$BMY$CPB
$889M
55 positions
#15BONNESS ENTERPRISES INCActive
Some overlap · 7 shared positions
$PFE$MRSH$BMY$VZ$UPS$T
$273M
39 positions
#16Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$VZ$BBY$BMY$PFE$T$GD
$302M
93 positions
#171834 INVESTMENT ADVISORS COPassive
Some overlap · 6 shared positions
$VZ$MO$BMY$PFE$EIX$T
$801M
206 positions
#18Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$MO$VZ$BBY$BMY$DRI
$240M
278 positions
#19TORRAY LLCPassive
Some overlap · 5 shared positions
$OKE$PFE$TW$MRSH$VRSK
$682M
88 positions
#20PARK CIRCLE CoActive
Some overlap · 5 shared positions
$MO$VZ$PFE$BMY$WU
$108M
51 positions
#21ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$VZ$PFE$BMY$UPS$GIS
$639M
126 positions
#22Hillman Capital Management, Inc.Passive
Some overlap · 5 shared positions
$VZ$PFE$BMY$UPS$CPB
$144M
56 positions
#23Measured Risk Portfolios, Inc.Passive
Some overlap · 5 shared positions
$MO$VZ$UPS$GIS$CWEN
$91M
66 positions
#24CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$VZ$PFE$BMY$SHW$UPS
$98M
117 positions
#25Wolfstich Capital, LLCActive
Some overlap · 4 shared positions
$OKE$MO$VZ$WT
$114M
45 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.