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Hedge Funds Similar to Winch Advisory Services

13F Portfolio OverlapQ2 2026Winch Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

Winch Advisory Services, LLC is an institutional investor managing $481M across 567 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 Winch Advisory Services are SIERRA SUMMIT ADVISORS, MeadowBrook Investment Advisors, W.G. Shaheen & Associates DBA Whitney, with shared positions in $MRVL, $C, $DIS, $SYK, $ASML, $CRM. The full ranking of 25 similar funds is below.

#1SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MRVL$C$DIS
$895M
185 positions
#2MeadowBrook Investment Advisors LLCPassive
Some overlap · 3 shared positions
$MRVL$SYK$DIS
$126M
196 positions
#3W.G. Shaheen & Associates DBA Whitney & CoActive
Some overlap · 5 shared positions
$MRVL$ASML$CRM$SYK$ADBE
$1.4B
179 positions
#4Rafferty Asset Management, LLCActive
Some overlap · 4 shared positions
$MRVL$ASML$TXN$KLAC
$43.9B
1,133 positions
#5OVERSEA-CHINESE BANKING Corp LtdPassive
Some overlap · 4 shared positions
$MRVL$C$CRM$KLAC
$4.7B
363 positions
#6Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$C$MRVL$VZ$EBAY$TXN$KLAC
$1.0B
204 positions
#7CMT Capital Markets Trading GmbHActive
Some overlap · 5 shared positions
$C$MRVL$ASML$CRM$ADBE
$11.8B
385 positions
#8BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$MRVL$ASML$TXN
$3.3B
116 positions
#9Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$MRVL$ASML$KLAC
$370M
52 positions
#10Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$ASML$KLAC
$375M
75 positions
#11Feynman Point Asset Management LLCActive
Some overlap · 3 shared positions
$MRVL$ASML$KLAC
$55M
28 positions
#12NZS Capital, LLCActive
Some overlap · 4 shared positions
$MRVL$SYK$TXN$KLAC
$3.9B
61 positions
#13Encore Global Management, LPPassive
Some overlap · 3 shared positions
$MRVL$C$CRM
$102M
53 positions
#14Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 6 shared positions
$MRVL$C$CRM$TXN$DIS$ADBE
$249M
151 positions
#15Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$ASML$KLAC
$517M
86 positions
#16Eagle Bluffs Wealth Management LLCActive
Some overlap · 3 shared positions
$MRVL$KLAC$DIS
$299M
86 positions
#17HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$MRVL$SYK$KLAC
$217M
352 positions
#18VAN ECK ASSOCIATES CORPActive
Some overlap · 4 shared positions
$MRVL$ASML$TXN$KLAC
$164.1B
1,337 positions
#19Arnhold LLCActive
Some overlap · 3 shared positions
$MRVL$VZ$ADBE
$1.4B
113 positions
#20LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$C$VZ$CRM$EBAY$DIS$ADBE
$55.1B
889 positions
#21BDFS Capital LLCActive
Some overlap · 5 shared positions
$C$SYK$ASML$NOC$ADBE
$230M
116 positions
#22EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$SYK$C$VZ$KLAC$DIS
$808M
156 positions
#23E Fund Management Co., Ltd.Active
Some overlap · 4 shared positions
$MRVL$ASML$KLAC$TXN
$4.5B
488 positions
#24CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$MRVL$KLAC$DIS
$569M
256 positions
#25Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$MRVL$ASML$TXN
$132M
45 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.