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Hedge Funds Similar to WP Advisors

13F Portfolio OverlapQ2 2026WP Advisors portfolio →
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Most similar hedge funds by 13F overlap

WP Advisors, LLC is an institutional investor managing $413M across 119 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 WP Advisors are PENN DAVIS MCFARLAND, Torrey Growth & Income Advisors, Fort Sheridan Advisors, with shared positions in $EPD, $PYPL, $CRM, $QCOM, $PFE, $AMGN. The full ranking of 25 similar funds is below.

#1PENN DAVIS MCFARLAND INCActive
Some overlap · 7 shared positions
$EPD$PYPL$CRM$QCOM$PFE$AMGN
$1.1B
79 positions
#2Torrey Growth & Income AdvisorsActive
Some overlap · 7 shared positions
$PFE$AXP$CRM$VRTX$QCOM$UBER
$294M
108 positions
#3Fort Sheridan Advisors LLCPassive
Some overlap · 4 shared positions
$EPD$AXP$OKE$QCOM
$928M
299 positions
#4Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$VLO$EPD$PFE$MO$AMGN$WFC
$882M
88 positions
#5CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$EPD$PFE$PYPL$CRM$FISV$NOW
$111M
136 positions
#6Foster Victor Wealth Advisors, LLCPassive
Some overlap · 8 shared positions
$VLO$PFE$CRM$OKE$DELL$QCOM
$1.9B
254 positions
#7LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$EPD$PFE$WFC
$489M
244 positions
#8Uptown Financial Advisors LLCActive
Some overlap · 3 shared positions
$EPD$AXP$WFC
$152M
88 positions
#9Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$PFE$BKNG$OKE$MO
$226M
45 positions
#10BERKLEY W R CORPPassive
Some overlap · 3 shared positions
$EPD$PFE$PGR
$2.1B
342 positions
#11EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 4 shared positions
$EPD$OKE$AXP$PM
$3.0B
277 positions
#12Pacer Advisors, Inc.Passive
Some overlap · 8 shared positions
$PFE$CRM$BKNG$VLO$MO$INTU
$39.3B
2,614 positions
#13AMERICAN FINANCIAL GROUP INCActive
Some overlap · 6 shared positions
$EPD$OKE$CRM$FISV$UBER$NOW
$284M
73 positions
#14Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$EPD$AXP$MO$INTU
$658M
152 positions
#15Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$EPD$VLO$MO
$114M
57 positions
#16Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$VLO$AXP$PYPL$QCOM$AMGN$WFC
$330M
73 positions
#17HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 7 shared positions
$EPD$AXP$MO$PM$PGR$WFC
$252M
43 positions
#18TORRAY LLCActive
Some overlap · 6 shared positions
$PFE$OKE$APH$VRTX$AMGN$NOW
$741M
91 positions
#19TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 3 shared positions
$EPD$OKE$VLO
$9.8B
91 positions
#20Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$EPD$PFE$VLO$OKE$MO
$259M
124 positions
#21CEERA INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$AXP$PYPL$CRM$MO$INTU$UBER
$236M
101 positions
#22Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$PFE$CRM$VLO$OKE$AMGN
$229M
166 positions
#23Planning Strategies Inc.Passive
Some overlap · 4 shared positions
$EPD$DELL$PM$WFC
$160M
1,068 positions
#24Deane Retirement Strategies, Inc.Passive
Some overlap · 5 shared positions
$VLO$AXP$CRM$WFC$NOW
$236M
52 positions
#25Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$EPD$APH$VLO
$193M
678 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.