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 WIMMER ASSOCIATES 1,

13F Portfolio OverlapQ1 2026WIMMER ASSOCIATES 1, portfolio →

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Most similar hedge funds by 13F overlap

WIMMER ASSOCIATES 1, LLC is an institutional investor managing $205M across 110 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 WIMMER ASSOCIATES 1, are Hamrick Investment Counsel,, Financial Planning Hawaii,, INVESTMENT ADVISORY SERVICES /TX /ADV, with shared positions in $HUM, $AMGN, $VRTX, $SBUX, $ADBE, $LMT. The full ranking of 25 similar funds is below.

#1Hamrick Investment Counsel, llcPassive

Notable overlap · 5 shared positions

$HUM $AMGN $VRTX $SBUX $ADBE

$180M

359 positions

#2Financial Planning Hawaii, Inc.Passive

Notable overlap · 4 shared positions

$HUM $LMT $AMGN $KKR

$170M

123 positions

#3INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 5 shared positions

$HUM $MCD $AMGN $ABT $FDX

$314M

130 positions

#4Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $LMT $AMGN $KKR

$194M

54 positions

#5Biondo Investment Advisors, LLCActive

Some overlap · 7 shared positions

$AMGN $LMT $VRTX $MCD $IDXX $ADBE

$780M

82 positions

#6Mendel Capital Management LLCPassive

Some overlap · 4 shared positions

$HUM $AMGN $LMT $FDX

$199M

97 positions

#7Aurdan Capital Management, LLCActive

Some overlap · 3 shared positions

$HUM $AMGN $ABT

$333M

88 positions

#8Jackson, Grant Investment Advisers, Inc.Active

Some overlap · 6 shared positions

$HUM $MCD $EMR $KKR $AMGN $ABT

$300M

398 positions

#9High Net Worth Advisory Group LLCPassive

Some overlap · 4 shared positions

$HUM $AMGN $ABT $KKR

$429M

244 positions

#10Accretive Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$HUM $MCD $KKR $SBUX

$356M

180 positions

#11Fusion Capital, LLCActive

Some overlap · 3 shared positions

$HUM $AMGN $KKR

$371M

104 positions

#12INTEGRAL INVESTMENT ADVISORS, INC.Passive

Some overlap · 4 shared positions

$HUM $ADBE $MCD $KKR

$402M

174 positions

#13Juno Financial Group LLCActive

Some overlap · 3 shared positions

$HUM $LMT $KKR

$255M

70 positions

#14Hofer & Associates. IncActive

Some overlap · 6 shared positions

$HUM $AMGN $KKR $SBUX $MCD $ABT

$186M

64 positions

#15Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$AMGN $LMT $MCD $ABT $SBUX $EMR

$353M

78 positions

#16Cascades Capital Asset Management, LLCPassive

Some overlap · 3 shared positions

$HUM $MCD $LMT

$239M

158 positions

#17Hapanowicz & Associates Financial Services, IncSmart money

Some overlap · 4 shared positions

$HUM $LMT $MCD $FDX

$251M

31 positions

#18Blossom Wealth ManagementPassive

Some overlap · 4 shared positions

$HUM $SBUX $MCD $AMGN

$67M

74 positions

#19DMKC Advisory Services, LLCPassive

Some overlap · 5 shared positions

$HUM $LMT $MMM $ABT $FDX

$240M

84 positions

#20CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 3 shared positions

$HUM $MCD $KKR

$105M

80 positions

#21FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $EMR $AMGN $PSX

$176M

104 positions

#22Allred Capital Management, LLCPassive

Some overlap · 3 shared positions

$HUM $MMM $EMR

$275M

155 positions

#23CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$HUM $MCD $LMT

$184M

66 positions

#24Aberdeen Wealth Management LLCActive

Some overlap · 3 shared positions

$HUM $AMGN $ABT

$219M

179 positions

#25Investment Management Trust, LLCPassive

Some overlap · 3 shared positions

$HUM $LMT $KKR

$103M

81 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.