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Hedge Funds Similar to Windsor ,

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

Windsor Capital Management, LLC is an institutional investor managing $385M across 127 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 Windsor , are LFA - Lugano Financial Advisors SA, Summit Asset ,, RVW Wealth,, with shared positions in $NOW, $HLT, $SSL, $KO, $DIA, $OKTA. The full ranking of 25 similar funds is below.

#1LFA - Lugano Financial Advisors SAActive
Notable overlap · 5 shared positions
$NOW$HLT$SSL$KO$DIA
$197M
223 positions
#2Summit Asset Management, LLCActive
Notable overlap · 4 shared positions
$SSL$HLT$DIA$KO
$719M
172 positions
#3RVW Wealth, LLCActive
Notable overlap · 3 shared positions
$SSL$HLT$NOW
$1.3B
176 positions
#4Shira Ridge Wealth ManagementActive
Notable overlap · 4 shared positions
$NOW$OKTA$SCHW$MCD
$253M
79 positions
#5First International Bank of Israel Ltd.Active
Notable overlap · 4 shared positions
$SSL$HLT$OKTA$DIA
$340M
59 positions
#6Sound View Wealth Advisors Group, LLCPassive
Notable overlap · 5 shared positions
$HLT$SSL$DIA$KO$AMGN
$1.5B
422 positions
#7EIGHT 31 FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$SSL$HLT$KO
$166M
72 positions
#8THREADGILL FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$SSL$HLT$KO
$344M
44 positions
#9ARCADIA INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$SSL$HLT$MCD
$212M
81 positions
#10Balanced Rock Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$NOW$XYZ$SCHW
$143M
96 positions
#11InvesTrustPassive
Some overlap · 5 shared positions
$SSL$HLT$MCD$KO$TGT
$238M
91 positions
#12NOVEM GROUPPassive
Some overlap · 7 shared positions
$NOW$HLT$SSL$AMGN$PNC$TGT
$873M
437 positions
#13WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SSL$HLT$GMM$KO
$1.6B
263 positions
#14WRAPMANAGER INCPassive
Some overlap · 6 shared positions
$NOW$GMM$OKTA$HLT$SSL$KO
$288M
135 positions
#15MEMBERS WEALTH LLCActive
Some overlap · 3 shared positions
$HLT$SSL$KO
$167M
113 positions
#16LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$HLT$SSL$MCD
$133M
61 positions
#17Breachway Investments LLCActive
Some overlap · 3 shared positions
$SSL$HLT$GMM
$104M
96 positions
#18SPINNAKER TRUSTActive
Some overlap · 4 shared positions
$NOW$SSL$HLT$PLD
$1.8B
285 positions
#19Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$SCHW
$188M
87 positions
#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$SSL$HLT$MCD$AMGN$TGT
$187M
55 positions
#21Paradigm, Strategies in Wealth Management, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$DIA
$147M
55 positions
#22Commonwealth Financial Services, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$KO
$632M
278 positions
#23Bond & Devick Financial Network, Inc.Passive
Some overlap · 4 shared positions
$NOW$GMM$AMGN$KO
$358M
188 positions
#24Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$NOW$MCD$KO$SCHW
$1.2B
95 positions
#25Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$SSL$HLT$AMGN$SCHW
$257M
109 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.