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Hedge Funds Similar to Wellington Shields & ,

13F Portfolio OverlapQ1 2026Wellington Shields & , portfolio →
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Most similar hedge funds by 13F overlap

Wellington Shields & Co., LLC is an institutional investor managing $392M across 321 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 Wellington Shields & , are Estabrook, FARMERS, CapWealth Advisors,, with shared positions in $IBM, $HON, $UNP, $GLW, $GE, $C. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$IBM$HON$UNP$GLW$GE$C
$685M
380 positions
#2FARMERS TRUST COPassive
Some overlap · 7 shared positions
$HON$IBM$UNP$C$NEM$KMI
$637M
203 positions
#3CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$IBM$HON$GLW$GE$CEG$T
$1.3B
118 positions
#4MEYER HANDELMAN COActive
Some overlap · 6 shared positions
$IBM$HON$GLW$GE$MCK$BMY
$3.2B
220 positions
#5Persium Advisors, LLCActive
Some overlap · 6 shared positions
$IBM$HON$UNP$ABT$PANW$T
$127M
60 positions
#6NovaPoint Capital, LLCPassive
Some overlap · 5 shared positions
$IBM$HON$UNP$GLW$ABT
$399M
79 positions
#7Werlinich Asset Management, LLCActive
Some overlap · 6 shared positions
$HON$UNP$GLW$ABT$PANW$CEG
$206M
56 positions
#8Pflug Koory, LLCPassive
Some overlap · 6 shared positions
$HON$GLW$UNP$C$ABT$MCK
$218M
419 positions
#9WealthTrust Axiom LLCPassive
Some overlap · 6 shared positions
$IBM$GLW$KMI$CEG$T$BMY
$406M
290 positions
#10MCDONALD PARTNERS LLCPassive
Some overlap · 5 shared positions
$IBM$HON$GE$C$BMY
$424M
208 positions
#11CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 6 shared positions
$IBM$KMI$MCK$DIS$T$BMY
$150M
86 positions
#12SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$IBM$UNP$C$KMI$T
$728M
79 positions
#13MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$IBM$GLW$GE$KMI$T
$121M
61 positions
#14BONNESS ENTERPRISES INCActive
Some overlap · 6 shared positions
$IBM$GLW$ABT$T$BMY$GE
$273M
39 positions
#15Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$IBM$HON$C$FLO$T
$695M
159 positions
#16Radnor Capital Management, LLCPassive
Some overlap · 5 shared positions
$IBM$GLW$GE$CEG$BMY
$676M
308 positions
#1744 WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IBM$UNP$HON$C$BMY
$286M
183 positions
#18Hartford Financial Management Inc.Passive
Some overlap · 5 shared positions
$HON$UNP$GLW$ABT$DIS
$392M
344 positions
#19Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$IBM$HON$UNP$GE
$78M
111 positions
#20JOHN G ULLMAN & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$IBM$GLW$HON$DIS$BMY
$754M
174 positions
#21CHELSEA COUNSEL COPassive
Some overlap · 5 shared positions
$HON$GLW$GE$ABT$NEM
$233M
238 positions
#22Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$IBM$HON$UNP$ABT
$446M
104 positions
#23MACQUARIE GROUP LTDActive
Some overlap · 7 shared positions
$C$HON$MCK$T$BMY$NEM
$16.8B
813 positions
#24Royal Palms Capital LLCPassive
Some overlap · 5 shared positions
$IBM$GLW$NEM$KMI$GE
$101M
50 positions
#25Themes Management Co LLCPassive
Some overlap · 5 shared positions
$HON$RKLB$GE$NEM$CEG
$162M
151 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.