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Hedge Funds Similar to Winthrop Advisory Group

13F Portfolio OverlapQ1 2026Winthrop Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Winthrop Advisory Group LLC is an institutional investor managing $1.5B across 226 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 Advisory Group are ATX Financial Planning,, Cassia Partners,, Midwestern Financial, /IA, with shared positions in $LEN, $RELX, $WT, $MS, $BAC, $DDOG. The full ranking of 25 similar funds is below.

#1ATX Financial Planning, LLCPassive
Notable overlap · 4 shared positions
$LEN$RELX$WT$MS
$132M
81 positions
#2Cassia Capital Partners, LLCActive
Notable overlap · 3 shared positions
$LEN$WT$BAC
$194M
67 positions
#3Midwestern Financial, LLC /IAActive
Notable overlap · 3 shared positions
$LEN$DDOG$HUM
$127M
54 positions
#4TLWMSmart money
Notable overlap · 5 shared positions
$LEN$EPAM$MS$DHR$BAC
$555M
69 positions
#5Compass Advisory Group LLCActive
Notable overlap · 3 shared positions
$LEN$DDOG$HUM
$374M
86 positions
#6Hopwood Financial Services, Inc.Active
Notable overlap · 5 shared positions
$LEN$HUM$BRZE$RELX$MDY
$148M
83 positions
#7Financial Council, LLCActive
Notable overlap · 4 shared positions
$LEN$EPAM$DHR$BAC
$259M
101 positions
#8Long Island Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$LEN$DDOG$HUM
$216M
89 positions
#9Bay Capital Advisors, LLCActive
Notable overlap · 5 shared positions
$RELX$WT$HUM$MS$BAC
$162M
107 positions
#10WHI TRUST Co LLCSmart money
Notable overlap · 3 shared positions
$LEN$EPAM$HUM
$133M
88 positions
#11Reyes Financial Architecture, Inc.Passive
Notable overlap · 3 shared positions
$LEN$WT$HUM
$122M
348 positions
#12STAGE HARBOR FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$LEN$DDOG$MS
$151M
61 positions
#13GERMAN AMERICAN BANCORP, INC.Active
Notable overlap · 3 shared positions
$LEN$MS$BAC
$1.2B
148 positions
#14Sherry Group, Inc.Active
Some overlap · 3 shared positions
$RELX$WT$HUM
$92M
41 positions
#15Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 3 shared positions
$LEN$HUM$BAC
$165M
67 positions
#16Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$RELX$WT$BRZE
$589M
138 positions
#17Holos Integrated Wealth LLCPassive
Some overlap · 3 shared positions
$LEN$WT$DDOG
$198M
412 positions
#18Daviman Financial, LLCPassive
Some overlap · 3 shared positions
$LEN$WT$BRZE
$169M
84 positions
#19Ballast Rock Private Wealth LLCPassive
Some overlap · 5 shared positions
$LEN$WT$DDOG$BRZE$HUM
$181M
177 positions
#20Diversified Portfolios, Inc.Active
Some overlap · 4 shared positions
$RELX$DDOG$EPAM$MDY
$1.2B
174 positions
#21NewCorp Financial Services, Inc.Active
Some overlap · 4 shared positions
$LEN$DDOG$WT$HUM
$115M
50 positions
#22INVESTED ADVISORSPassive
Some overlap · 3 shared positions
$LEN$WT$DHR
$99M
138 positions
#23Physician Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$LEN$DHR$MS
$719M
2,057 positions
#24Summit Wealth Group, LLCActive
Some overlap · 5 shared positions
$RELX$BRZE$DDOG$MS$DHR
$436M
126 positions
#25FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$RELX$EPAM$DHR$MS
$228M
76 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.