What hedge funds are most similar to Winch Advisory Services, LLC?

The funds with the most similar 13F portfolios to Winch Advisory Services, LLC are Arista Wealth ,, Causey Wealth, Drum Hill ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Winch Advisory Services,

13F Portfolio OverlapQ1 2026Winch Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

Winch Advisory Services, LLC is an institutional investor managing $438M across 530 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 Winch Advisory Services, are Arista Wealth ,, Causey Wealth, Drum Hill ,, with shared positions in $UPST, $USB, $KO, $NOC, $WT, $SYK. The full ranking of 25 similar funds is below.

#1Arista Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$UPST $USB $KO $NOC

$822M

253 positions

#2Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$UPST $USB $WT $SYK

$236M

81 positions

#3Drum Hill Capital, LLCActive

Notable overlap · 4 shared positions

$UPST $USB $VZ $KO

$109M

46 positions

#4Cordant, Inc.Active

Notable overlap · 3 shared positions

$UPST $USB $DIS

$246M

75 positions

#5Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$USB $BAH $NOC

$765M

145 positions

#6Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$UPST $USB $KO

$109M

1,311 positions

#7CMC Financial GroupActive

Notable overlap · 4 shared positions

$USB $BAH $MRVL $WT

$51M

38 positions

#81834 INVESTMENT ADVISORS COPassive

Notable overlap · 3 shared positions

$UPST $USB $VZ

$801M

206 positions

#9Marion Wealth ManagementPassive

Notable overlap · 6 shared positions

$USB $UPST $CRM $KO $NOC $WT

$451M

146 positions

#10Brucke Financial, Inc.Passive

Notable overlap · 6 shared positions

$USB $UPST $C $CRM $DIS $ASML

$197M

166 positions

#11Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$UPST $USB $WT $VZ

$126M

67 positions

#12Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$UPST $SYK $GMM $VZ

$453M

103 positions

#13Cravens & Co Advisors, LLCActive

Notable overlap · 3 shared positions

$UPST $USB $WT

$154M

64 positions

#14Whitcomb & Hess, Inc.Active

Notable overlap · 3 shared positions

$UPST $USB $KO

$429M

64 positions

#15MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$UPST $KO $VZ $NOC $ASML

$295M

82 positions

#16Global Wealth Management Investment Advisory, Inc.Passive

Notable overlap · 4 shared positions

$USB $UPST $KO $VZ

$638M

158 positions

#17AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$UPST $SYK $DIS

$445M

77 positions

#18Berkshire BankPassive

Notable overlap · 4 shared positions

$UPST $SYK $VZ $DIS

$488M

157 positions

#19Hassell Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$USB $UPST $GMM

$298M

28 positions

#20TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Notable overlap · 3 shared positions

$UPST $C $KO

$1.6B

271 positions

#21Arlington Partners LLCActive

Notable overlap · 4 shared positions

$UPST $KO $DIS $EBAY

$50M

62 positions

#22Calder Financial LLCActive

Notable overlap · 4 shared positions

$UPST $VZ $HON $USB

$101M

40 positions

#23Blackhawk Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$UPST $SYK $VZ $ASML $WT

$273M

141 positions

#24O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 4 shared positions

$UPST $KO $NOC $VZ

$124M

55 positions

#25American Money Management, LLCActive

Notable overlap · 4 shared positions

$UPST $HON $NOC $ASML

$632M

168 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.