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Hedge Funds Similar to Windsor

13F Portfolio OverlapQ3 2026Windsor portfolio →
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Most similar hedge funds by 13F overlap

Windsor Capital Management, LLC is an institutional investor managing $389M across 132 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Windsor are NOVEM GROUP, ADVISORTRUST PARTNERS, JB, with shared positions in $AMGN, $PNC, $EMR, $PLD, $NXPI, $AZN. The full ranking of 25 similar funds is below.

#1NOVEM GROUPPassive
Notable overlap · 8 shared positions
$AMGN$PNC$EMR$PLD$NXPI$AZN
$1.0B
444 positions
#2ADVISORTRUST PARTNERS, LLCPassive
Some overlap · 7 shared positions
$PNC$EMR$PLD$NXPI$AZN$PEP
$292M
199 positions
#3JB Capital LLCActive
Some overlap · 7 shared positions
$PNC$EMR$PLD$NXPI$AZN$PEP
$2.9B
269 positions
#4Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$MCD$PNC$AMGN$EMR$PEP
$108M
52 positions
#5COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$AMGN$PNC$NXPI$EMR$PEP
$427M
162 positions
#6HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$AMGN$MCD$PNC$PEP
$363M
92 positions
#7Flavin Financial Services, Inc.Passive
Some overlap · 4 shared positions
$AMGN$MCD$PNC$PEP
$185M
77 positions
#8STANCE CAPITAL LLCPassive
Some overlap · 5 shared positions
$AMGN$PNC$PEP$SNDK$WDC
$328M
340 positions
#9DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$PNC$AMGN$PEP
$206M
105 positions
#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$AMGN$MCD$EMR$PEP
$203M
58 positions
#11Somerset Trust CoPassive
Some overlap · 4 shared positions
$AMGN$MCD$EMR$PEP
$354M
186 positions
#12ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$AMGN$MCD$EMR$PEP
$878M
73 positions
#13Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$AMGN$MCD$EMR$PEP
$265M
100 positions
#14Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$AMGN$MCD$PLD$PEP
$513M
70 positions
#15Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AMGN$PNC$MCD$PEP
$181M
81 positions
#16Insight Inv LLCPassive
Some overlap · 4 shared positions
$AMGN$PNC$EMR$PEP
$210M
108 positions
#17PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$AMGN$MCD$AZN$PEP
$1.2B
103 positions
#18Range Financial Group LLCPassive
Some overlap · 4 shared positions
$AMGN$MCD$SNDK$WDC
$361M
207 positions
#19BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$MCD$PNC$EMR$PEP
$2.5B
270 positions
#20SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$AMGN$MCD$AZN$PEP
$1.3B
97 positions
#21Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$MCD$PLD$AZN$EMR$AMGN
$1.5B
135 positions
#22First PREMIER BankPassive
Some overlap · 4 shared positions
$MCD$AMGN$EMR$PEP
$621M
388 positions
#23Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$MCD$PNC$AZN$PEP
$176M
64 positions
#24Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$MCD$AMGN$PLD$PEP
$334M
127 positions
#25Modera Wealth Management, LLCActive
Some overlap · 4 shared positions
$AMGN$PNC$EMR$PEP
$9.4B
650 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.