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 Winthrop Partners - WNY,

13F Portfolio OverlapQ1 2026Winthrop Partners - WNY, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Winthrop Partners - WNY, LLC is an institutional investor managing $202M across 87 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 Winthrop Partners - WNY, are Phoenix Wealth Advisors, HARRELL INVESTMENT PARTNERS,, Comprehensive Financial Consultants Institutional,, with shared positions in $ETN, $ADI, $CME, $MPC, $MSI, $CB. The full ranking of 25 similar funds is below.

#1Phoenix Wealth AdvisorsActive

Notable overlap · 14 shared positions

$ETN $ADI $CME $MPC $MSI $CB

$253M

126 positions

#2HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 13 shared positions

$MSI $ETN $ADI $CME $MPC $CB

$419M

144 positions

#3Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 12 shared positions

$ETN $CB $ADI $MSI $CME $MPC

$337M

193 positions

#4Clear Trail Advisors, LLCPassive

Notable overlap · 12 shared positions

$ETN $MSI $CME $MPC $CB $DRI

$601M

149 positions

#5Scissortail Wealth Management, LLCPassive

Notable overlap · 13 shared positions

$CB $MPC $CME $ADI $JCI $ETN

$498M

115 positions

#6CrossGen Wealth, LLCPassive

Notable overlap · 9 shared positions

$ETN $CB $MSI $CME $MPC $JCI

$114M

200 positions

#7Tulsa Wealth Advisors, INCActive

Notable overlap · 13 shared positions

$ETN $MSI $MPC $ADI $CME $CB

$570M

150 positions

#8Wealth Intelligence, LLCActive

Notable overlap · 10 shared positions

$ETN $CB $CME $MPC $JCI $UNP

$208M

58 positions

#9Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 14 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$224M

71 positions

#10Bowman & Co S.C.

Notable overlap · 10 shared positions

$MSI $ETN $ADI $CB $CME $MPC

$237M

118 positions

#11VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$SSL $HLT $CB $DRI $ADI $VZ

$187M

55 positions

#12Nemes Rush Group LLCPassive

Notable overlap · 6 shared positions

$MSI $CB $ETN $CME $JCI $UNP

$1.1B

944 positions

#13TMB Capital Partners, LLCPassive

Notable overlap · 10 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$297M

176 positions

#14Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 4 shared positions

$DHR $CME $APD $VZ

$199M

40 positions

#15InvesTrustPassive

Notable overlap · 6 shared positions

$SSL $HLT $APD $VZ $KKR $PM

$238M

91 positions

#16SOROS CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$DHR $MSI $ADI $UNP $ZTS

$230M

47 positions

#17CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 8 shared positions

$ETN $ADI $JCI $GLW $UNP $SCHW

$758M

179 positions

#18Invera Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$JCI $ETN $MPC $CB $CME $UNP

$156M

98 positions

#19Heritage Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$CB $ADI $ETN $MPC $JCI $VZ

$202M

157 positions

#20Legacy CG, LLCPassive

Notable overlap · 4 shared positions

$HLT $MSI $JCI $NEE

$360M

45 positions

#21LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Notable overlap · 3 shared positions

$HLT $SSL $CB

$133M

61 positions

#22HAMEL ASSOCIATES, INC.Passive

Notable overlap · 5 shared positions

$SSL $CB $HLT $UNP $VZ

$351M

81 positions

#23Schubert & CoActive

Notable overlap · 4 shared positions

$DHR $UNP $KKR $NEE

$123M

69 positions

#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$DHR $UNP $VZ $ZTS $SCHW $NEE

$506M

75 positions

#25Palestra Capital Management LLCActive

Notable overlap · 3 shared positions

$DHR $ADI $UNP

$2.6B

23 positions

Compare Winthrop Partners - WNY,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Winthrop Partners - WNY,’s holdings

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.