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 Advisory Group

13F Portfolio OverlapQ2 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 Q2 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 Grove Bank, Jones Kertz & Associates, Tandem Wealth Advisors, with shared positions in $MDY, $KLAC, $DIS, $BA, $HCA, $SBUX. The full ranking of 25 similar funds is below.

#1Grove Bank & TrustPassive

Slight overlap · 4 shared positions

$MDY $KLAC $DIS $BA

$1.0B

886 positions

#2Jones Kertz & Associates, Inc.Active

Slight overlap · 3 shared positions

$MDY $KLAC $BA

$217M

66 positions

#3Tandem Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$MDY $KLAC $BA

$251M

48 positions

#4Ullmann Wealth Partners Group, LLCActive

Slight overlap · 3 shared positions

$MDY $KLAC $HCA

$1.1B

174 positions

#5Pegasus Asset Management, Inc.Passive

Slight overlap · 4 shared positions

$MDY $DIS $BA $SBUX

$351M

75 positions

#6Institute for Wealth Management, LLC.Passive

Slight overlap · 4 shared positions

$KLAC $DIS $BA $SBUX

$1.1B

1,769 positions

#7MAYPORT, LLCSmart money

Slight overlap · 3 shared positions

$MDY $KLAC $BA

$645M

134 positions

#8Norway Savings BankPassive

Slight overlap · 3 shared positions

$KLAC $HCA $BA

$239M

104 positions

#9Torrey-Payne Wealth Management, LLCActive

Slight overlap · 3 shared positions

$MDY $DIS $BA

$122M

39 positions

#10HERITAGE INVESTORS MANAGEMENT CORPActive

Slight overlap · 3 shared positions

$MDY $DIS $BA

$3.6B

257 positions

#11Index Fund Advisors, Inc.Smart money

Slight overlap · 3 shared positions

$KLAC $MDY $SBUX

$2.5B

135 positions

#12ORBA Wealth Advisors, L.L.C.Passive

Slight overlap · 3 shared positions

$MDY $DIS $SBUX

$117M

85 positions

#13WealthSpring Partners, LLCActive

Slight overlap · 3 shared positions

$MDY $DIS $SBUX

$116M

71 positions

#1425 LLCActive

Slight overlap · 3 shared positions

$KLAC $DIS $BA

$365M

80 positions

#15Rheos Capital Works Inc.Active

Slight overlap · 3 shared positions

$KLAC $DIS $BA

$1.8B

82 positions

#16Chatterton & Associates Inc.Active

Slight overlap · 3 shared positions

$KLAC $DIS $BA

$170M

101 positions

#17JENNISON ASSOCIATES LLCActive

Slight overlap · 3 shared positions

$KLAC $DIS $BA

$166.7B

567 positions

#18Lafayette Investments, Inc.Active

Slight overlap · 3 shared positions

$KLAC $DIS $SBUX

$542M

162 positions

#19PACIFIC SUN FINANCIAL CORPPassive

Slight overlap · 3 shared positions

$MDY $DIS $SBUX

$242M

219 positions

#20Plante Moran Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$MDY $KLAC $DIS

$2.1B

1,589 positions

#21SONATA CAPITAL GROUP INCActive

Slight overlap · 3 shared positions

$MDY $BA $SBUX

$310M

128 positions

#22Audent Global Asset Management, LLCPassive

Slight overlap · 3 shared positions

$MDY $BA $SBUX

$90M

46 positions

#23Bear Mountain Capital, Inc.Active

Slight overlap · 3 shared positions

$MDY $BA $SBUX

$345M

214 positions

#24Emprise BankActive

Slight overlap · 3 shared positions

$MDY $BA $SBUX

$271M

109 positions

#25Livet Wealth, LLCActive

Slight overlap · 3 shared positions

$MDY $BA $SBUX

$173M

122 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.