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Hedge Funds Similar to WP Advisors,

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

WP Advisors, LLC is an institutional investor managing $387M across 115 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 WP Advisors, are PENN DAVIS MCFARLAND, CHIRON ,, Torrey Growth & Income Advisors, with shared positions in $EPD, $UNH, $PYPL, $CRM, $PFE, $AMGN. The full ranking of 25 similar funds is below.

#1PENN DAVIS MCFARLAND INCActive
Notable overlap · 6 shared positions
$EPD$UNH$PYPL$CRM$PFE$AMGN
$1.0B
75 positions
#2CHIRON CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$EPD$PFE$UNH$AMD$PYPL$CRM
$98M
117 positions
#3Torrey Growth & Income AdvisorsActive
Notable overlap · 6 shared positions
$PFE$AXP$AMD$CRM$UNH$VRTX
$239M
110 positions
#4Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$EPD$UNH$AXP$MO$FISV
$695M
159 positions
#5Royal Palms Capital LLCPassive
Some overlap · 5 shared positions
$EPD$VLO$MO$ALPS$AMGN
$101M
50 positions
#6Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$VLO$AXP$UNH$PYPL$AMGN$WFC
$308M
68 positions
#7Kamunting Street Capital Management, L.P.Active
Some overlap · 3 shared positions
$EPD$UNH$CRM
$183M
28 positions
#8SANDERS MORRIS HARRIS LLCPassive
Some overlap · 4 shared positions
$EPD$AMD$MO$ALPS
$631M
297 positions
#9R.H. Investment Group, LLCPassive
Some overlap · 4 shared positions
$EPD$UNH$AMGN$WFC
$130M
45 positions
#10SECTOR GAMMA ASActive
Some overlap · 3 shared positions
$PFE$UNH$AMGN
$423M
42 positions
#11Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$EPD$VLO$PFE$OKE$MO
$263M
121 positions
#12Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$VLO$EPD$PFE$MO$AMGN$WFC
$891M
88 positions
#13TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$VLO$AXP$AMD$UNH
$182M
115 positions
#14Fort Sheridan Advisors LLCPassive
Some overlap · 3 shared positions
$EPD$OKE$AXP
$828M
282 positions
#15Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$PFE$UNH$FISV$CRM
$144M
56 positions
#16Disciplined Equity Management, Inc.Active
Some overlap · 4 shared positions
$PFE$OKE$BKNG$MO
$199M
44 positions
#17Griffith & Werner, Inc.Active
Some overlap · 4 shared positions
$PFE$UNH$AXP$WFC
$202M
72 positions
#18Applied Capital LLC/FLActive
Some overlap · 5 shared positions
$EPD$AXP$UNH$MO$WFC
$212M
92 positions
#19EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$EPD$OKE$AXP
$2.8B
276 positions
#20Arrowpoint Investment Partners (Singapore) Pte. Ltd.Passive
Some overlap · 5 shared positions
$PFE$UNH$VRTX$AMGN$REGN
$113M
82 positions
#21Birch Capital Management, LLCActive
Some overlap · 5 shared positions
$EPD$UNH$OKE$FISV$AMGN
$191M
78 positions
#22DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$EPD$UNH$OKE$AMGN
$501M
138 positions
#23CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$UNH$AXP$AMD$MO$CRM$AMGN
$140M
72 positions
#24CEERA INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$UNH$AXP$PYPL$MO$CRM
$228M
93 positions
#25TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 3 shared positions
$EPD$OKE$VLO
$9.6B
90 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.