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Hedge Funds Similar to Windsor Advisory Group

13F Portfolio OverlapQ2 2026Windsor Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Windsor Advisory Group, LLC is an institutional investor managing $138M across 97 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 Windsor Advisory Group are Ridgepath, Novak & Powell Financial Services, Whipplewood Advisors, with shared positions in $PAYX, $VZ, $DOV, $EPD, $AMGN, $TXN. The full ranking of 25 similar funds is below.

#1Ridgepath Capital Management LLC
Notable overlap · 3 shared positions
$PAYX$VZ$DOV
$227M
54 positions
#2Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$EPD$AMGN$TXN
$212M
171 positions
#3Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$BXSL
$149M
636 positions
#4Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$DOV$EPD$TXN
$181M
29 positions
#5BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 5 shared positions
$PAYX$VZ$ADP$AMGN$TXN
$235M
33 positions
#6HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DOV$EPD$VZ
$244M
65 positions
#7Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$DOV$VZ$ADP$AMGN$TXN
$226M
97 positions
#8Frisch Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$VZ$EPD
$583M
187 positions
#9Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$ADI
$182M
107 positions
#10Creekside PartnersPassive
Some overlap · 4 shared positions
$DOV$EPD$PRK$TXN
$276M
193 positions
#11Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$PAYX$VZ$DOV$TXN
$497M
948 positions
#12St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$VZ$TXN
$875M
125 positions
#13Newton One Investments LLCActive
Some overlap · 3 shared positions
$DOV$VZ$ADP
$397M
146 positions
#14Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$EPD$AMGN
$478M
102 positions
#15BIP Wealth, LLCPassive
Some overlap · 3 shared positions
$DOV$STRL$AMGN
$3.5B
560 positions
#16CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$DOV$ADI$ADP
$188M
24 positions
#17Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$ADI$BDX
$637M
125 positions
#18FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$DOV$EPD$VZ$HBAN
$149M
155 positions
#19New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$ADI$TXN
$268M
50 positions
#20Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$DOV$ADP$AMGN
$744M
135 positions
#21Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$MET$TXN
$418M
232 positions
#22OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$ADP$TXN
$560M
145 positions
#23Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$EPD$HBAN$PAYX$ADI$TXN
$398M
113 positions
#24Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$DOV$PAYX$AMGN
$1.1B
102 positions
#25MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$EPD$VZ$PAYX$TXN
$3.8B
152 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.