What hedge funds are most similar to Wealth Advisors of Tampa Bay, LLC?

The funds with the most similar 13F portfolios to Wealth Advisors of Tampa Bay, LLC are MORGAN DEMPSEY, Westchester ,, CORDA Investment ,, 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 Wealth Advisors of Tampa Bay,

13F Portfolio OverlapQ1 2026Wealth Advisors of Tampa Bay, portfolio →

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Most similar hedge funds by 13F overlap

Wealth Advisors of Tampa Bay, LLC is an institutional investor managing $302M across 93 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 Wealth Advisors of Tampa Bay, are MORGAN DEMPSEY, Westchester ,, CORDA Investment ,, with shared positions in $ETR, $VZ, $MCD, $T, $LMT, $MDT. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ETR $VZ $MCD $T $LMT $MDT

$220M

148 positions

#2Westchester Capital Management, Inc.Active

Notable overlap · 9 shared positions

$WM $__PARK_1390777 $MCD $LMT $MDT $CRM

$497M

45 positions

#3CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$GLW $VZ $__PARK_1390777 $MCD $MDT $PFE

$1.4B

80 positions

#4Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GLW $ADI $MCD $LMT $GD

$184M

32 positions

#5Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$VZ $WM $MCD $LMT $BMY $GD

$449M

56 positions

#6VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$GLW $ETR $VZ $T $BMY $PFE

$976M

142 positions

#7Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$VZ $WM $MCD $LMT $BMY $PFE

$199M

40 positions

#8GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$GLW $ETR $PNC $T $MDT

$1.1B

389 positions

#9Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$VZ $MCD $T $LMT $PFE $NEE

$147M

64 positions

#10Ardmore Road Asset Management LPPassive

Notable overlap · 5 shared positions

$GLW $VZ $UBER $ADI $SPOT

$1.5B

64 positions

#11Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$VZ $MCD $BBY $BMY $PFE $NEE

$223M

109 positions

#12Willis Investment CounselActive

Notable overlap · 7 shared positions

$LMT $T $VZ $MDT $MCD $GD

$1.8B

123 positions

#13Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$VZ $BMY $HAS $MDT $LMT $MCD

$240M

278 positions

#14FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 4 shared positions

$GLW $VZ $PNC $BMY

$180M

96 positions

#15BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 5 shared positions

$WM $PNC $MCD $LMT $BMY

$2.3B

264 positions

#16BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$GLW $VZ $LMT $MCD $MDT $BMY

$480M

133 positions

#17Persium Advisors, LLCActive

Notable overlap · 6 shared positions

$VZ $T $MCD $MDT $GD $PFE

$127M

60 positions

#18Gallo Partners, LPPassive

Notable overlap · 4 shared positions

$ETR $WM $GLW $LMT

$52M

39 positions

#19HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$__PARK_1390777 $MCD $LMT $PNC $VZ $GRMN

$351M

81 positions

#20GPM Growth Investors, Inc.Active

Notable overlap · 5 shared positions

$ADI $MCD $WM $CRM $SPOT

$238M

42 positions

#21Axecap Investments, LLCPassive

Notable overlap · 4 shared positions

$ADI $__PARK_1390777 $HAS $ETR

$145M

69 positions

#22Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$PNC $GLW $VZ $MDT $T $PFE

$685M

380 positions

#23Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$WM $__PARK_1390777 $MCD $LMT $NOW

$353M

78 positions

#24Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$WM $T $LMT $CBOE $MDT $NEE

$1.4B

52 positions

#25Werlinich Asset Management, LLCActive

Notable overlap · 5 shared positions

$GLW $LMT $PFE $WM $GD

$206M

56 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.