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Hedge Funds Similar to WBI INVESTMENTS

13F Portfolio OverlapQ2 2026WBI INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

WBI INVESTMENTS, LLC is an institutional investor managing $403M across 286 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 WBI INVESTMENTS are MILLINGTON SECURITIES, McKinney, Carolina Wealth Advisors, with shared positions in $FGDL, $MO, $HPQ, $VZ, $BBY, $UPS. The full ranking of 25 similar funds is below.

#1MILLINGTON SECURITIES, LLC
Notable overlap · 10 shared positions
$FGDL$MO$HPQ$VZ$BBY$UPS
$362M
275 positions
#2McKinney Capital Management, LLCActive
Notable overlap · 9 shared positions
$BBY$MO$CPB$UPS$HPQ$SWKS
$254M
87 positions
#3Carolina Wealth Advisors, LLCPassive
Notable overlap · 7 shared positions
$MO$BBY$VZ$HPQ$TPR$HRB
$263M
373 positions
#4Disciplined Equity Management, Inc.Smart money
Notable overlap · 7 shared positions
$MO$BBY$HPQ$VZ$PFE$CRWD
$227M
47 positions
#5Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$BBY$MO$HPQ$VZ$PFE$HRB
$259M
118 positions
#6AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$HPQ$VZ$MO$BBY$TPR$PFE
$197M
140 positions
#7Measured Risk Portfolios, Inc.Active
Some overlap · 6 shared positions
$MO$VZ$GIS$UPS$TROW$PFH
$94M
64 positions
#8Keystone Financial Planning, Inc.Active
Some overlap · 6 shared positions
$MO$VZ$UPS$PFE$TROW$BEN
$404M
39 positions
#9Verity & Verity, LLCActive
Some overlap · 5 shared positions
$MO$VZ$UPS$PFE$PFH
$1.5B
139 positions
#10CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$BBY$HPQ$UPS$PFE$PFH
$3.3B
229 positions
#11BAM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$APH$IBKR$MO$MCK$TROW
$185M
202 positions
#12P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$MO$VZ$UPS$PFE$PFH
$133M
66 positions
#13PARK CIRCLE CoActive
Some overlap · 5 shared positions
$MO$VZ$PFE$TROW$PFH
$117M
53 positions
#14Bell BankActive
Some overlap · 6 shared positions
$UPS$PFE$VZ$HPQ$SWKS$PFH
$2.7B
204 positions
#15CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$MO$AXP$VZ$UPS
$171M
71 positions
#16Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$MO$AXP$UPS$VZ$PFE
$181M
81 positions
#17FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 5 shared positions
$HPQ$VZ$PFE$CPB$BEN
$939M
56 positions
#18Centennial Wealth Advisory LLCPassive
Some overlap · 7 shared positions
$PFE$TROW$VZ$MO$PFH$GIS
$486M
195 positions
#19Curat Global, LLCPassive
Some overlap · 5 shared positions
$APH$TPR$PFE$AXP$TROW
$117M
256 positions
#20Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$AXP$VZ$UPS$PFE$APH
$968M
178 positions
#21Commonwealth Retirement Investments LLCPassive
Some overlap · 5 shared positions
$MO$HPQ$TROW$BBY$PFH
$370M
129 positions
#22PROMETHIUM ADVISORS,LLCPassive
Some overlap · 5 shared positions
$MO$UPS$PFE$AXP$TROW
$203M
118 positions
#23Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$MO$VZ$PFE$HPQ$UPS
$984M
94 positions
#24N10 WEALTH, LLCActive
Some overlap · 4 shared positions
$APH$AXP$MRVL$MCK
$348M
65 positions
#25N10 ASSETS, LLCActive
Some overlap · 4 shared positions
$APH$AXP$MRVL$MCK
$263M
34 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.