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Hedge Funds Similar to Windsor Advisory Group,

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

Windsor Advisory Group, LLC is an institutional investor managing $120M across 82 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 Windsor Advisory Group, are Palouse ,, MCDONALD INVESTORS /CA, PARTHENON, with shared positions in $HBAN, $VZ, $ALPS, $REGN, $DIS, $PAYX. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$HBAN$VZ$ALPS$REGN$DIS
$151M
135 positions
#2MCDONALD CAPITAL INVESTORS INC/CASmart money
Some overlap · 3 shared positions
$PAYX$REGN$FAST
$1.5B
21 positions
#3PARTHENON LLCActive
Some overlap · 5 shared positions
$PAYX$DOV$DIS$GE$FAST
$875M
127 positions
#4Hegarty Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$ALPS$UNIT$HUM
$127M
57 positions
#5Ethos Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$ALPS$REGN
$1.4B
540 positions
#6Ridgepath Capital Management LLCActive
Some overlap · 5 shared positions
$PAYX$VZ$GE$DOV$ALPS
$201M
51 positions
#7Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DOV$EPD$ALPS$BRZE$HUM
$186M
163 positions
#8Compass Advisory Group LLCActive
Some overlap · 3 shared positions
$DOV$REGN$HUM
$374M
86 positions
#9Zhang Financial LLCActive
Some overlap · 5 shared positions
$DOV$UNIT$BRZE$BDX$CTVA
$2.9B
367 positions
#10HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$DOV$VZ$EPD$BRZE
$212M
59 positions
#11Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$DOV$REGN$HUM
$216M
89 positions
#12PLANNING DIRECTIONS INCActive
Some overlap · 4 shared positions
$DOV$UNIT$BRZE$HUM
$198M
106 positions
#13Van Cleef Asset Management,IncActive
Some overlap · 4 shared positions
$PAYX$DIS$UNIT$DOV
$929M
118 positions
#14LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DOV$UNIT$BRZE$HUM
$595M
360 positions
#15Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$ALPS$UNIT
$454M
99 positions
#16Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$PAYX$VZ$HUM$FAST
$449M
56 positions
#17Oder Investment Management, LLCPassive
Some overlap · 5 shared positions
$REGN$DIS$HBAN$VZ$EPD
$130M
102 positions
#18HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$UNIT$BRZE
$187M
72 positions
#19GRANDFIELD & DODD, LLCPassive
Some overlap · 4 shared positions
$PAYX$REGN$DIS$GE
$1.8B
209 positions
#20Midwestern Financial, LLC /IAActive
Some overlap · 3 shared positions
$DOV$UNIT$HUM
$127M
54 positions
#21LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$VZ$EPD$DIS
$480M
243 positions
#22Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$DIS$HUM
$364M
86 positions
#23Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$UNIT$BRZE
$153M
73 positions
#24HFM Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$VZ$GE
$260M
1,210 positions
#25Sageworth Trust CoActive
Some overlap · 4 shared positions
$DOV$BRZE$UNIT$GE
$2.3B
172 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.