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Hedge Funds Similar to Wellington Shields

13F Portfolio OverlapQ2 2026Wellington Shields portfolio →
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Most similar hedge funds by 13F overlap

Wellington Shields & Co., LLC is an institutional investor managing $446M across 329 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 Wellington Shields are Parkside Investments, Legacy Advisory Services, Fortis Advisors, with shared positions in $GLW, $UNP, $C, $BX, $DIS, $RKLB. The full ranking of 25 similar funds is below.

#1Parkside Investments, LLCActive
Some overlap · 5 shared positions
$GLW$UNP$C$BX$DIS
$902M
91 positions
#2Legacy Advisory Services, LLCActive
Some overlap · 4 shared positions
$GLW$RKLB$UNP$DIS
$142M
54 positions
#3Fortis Advisors, LLCPassive
Some overlap · 5 shared positions
$GLW$UNP$C$BX$DIS
$214M
122 positions
#4Axiom Investment Management LLCPassive
Some overlap · 4 shared positions
$GLW$UNP$C$BX
$150M
528 positions
#5Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 5 shared positions
$UNP$C$BX$KMI$ABT
$360M
69 positions
#6TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Some overlap · 5 shared positions
$RKLB$C$NEM$GLW$DIS
$7.6B
557 positions
#7Hickory Point Bank & TrustPassive
Some overlap · 5 shared positions
$C$UNP$NEM$KMI$DIS
$165M
442 positions
#8Randolph Co IncActive
Some overlap · 4 shared positions
$GLW$BX$KMI$NEM
$1.2B
47 positions
#9Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$ILMN$UNP$BX$DIS
$149M
67 positions
#10Legacy Capital Group California, Inc.Passive
Some overlap · 5 shared positions
$C$GLW$NEM$RKLB$CFG
$332M
299 positions
#11Estabrook Capital ManagementPassive
Some overlap · 3 shared positions
$GLW$UNP$C
$739M
344 positions
#12Pflug Koory, LLCPassive
Some overlap · 3 shared positions
$GLW$UNP$C
$250M
426 positions
#13Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$GLW$C$CEG$RKLB
$288M
141 positions
#14Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$GLW$UNP$BX
$262M
58 positions
#15BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$GLW$UNP$BX
$4.1B
151 positions
#16Finivi Inc.Passive
Some overlap · 3 shared positions
$GLW$C$UNP
$195M
111 positions
#17Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$GLW$KMI$NEM$CFG
$114M
57 positions
#18Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$GLW$KMI$ABT$DIS
$1.1B
120 positions
#19WILLIAM JOHN SEMPOLINSKIActive
Some overlap · 4 shared positions
$RKLB$GLW$KMI$CFG
$248M
106 positions
#20STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$GLW$KMI$DIS$CEG
$670M
265 positions
#21JMAC ENTERPRISES LLCActive
Some overlap · 4 shared positions
$UNP$BX$C$KMI
$593M
122 positions
#22Sicart Associates LLCActive
Some overlap · 3 shared positions
$GLW$ILMN$DIS
$408M
74 positions
#23Partnership Wealth Management, LLCActive
Some overlap · 4 shared positions
$GLW$ABT$DIS$CEG
$148M
67 positions
#24HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$UNP$C$KMI$NEM
$508M
127 positions
#25FARMERS TRUST CO
Some overlap · 4 shared positions
$UNP$C$KMI$NEM
$637M
203 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.