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Hedge Funds Similar to WNY Asset

13F Portfolio OverlapQ2 2026WNY Asset portfolio →
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Most similar hedge funds by 13F overlap

WNY Asset Management, LLC is an institutional investor managing $1.1B across 261 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 WNY Asset are Windle Wealth, EQUITY INVESTMENT, MORGAN DEMPSEY, with shared positions in $T, $VZ, $MCD, $MELI, $PEP, $NFG. The full ranking of 25 similar funds is below.

#1Windle Wealth, LLCActive
Some overlap · 5 shared positions
$T$VZ$MCD$MELI$PEP
$249M
35 positions
#2EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$T$NFG$VZ$DVN
$5.2B
76 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$T$VZ$MCD$PEP$WEC
$233M
122 positions
#4EDMP, INC.Passive
Some overlap · 4 shared positions
$T$NFG$VZ$PEP
$124M
70 positions
#5Mount Lucas Management LPPassive
Some overlap · 3 shared positions
$IREN$T$VZ
$281M
166 positions
#6RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$T$MTB$PEP$DVN
$2.4B
181 positions
#7VIMA LLCPassive
Some overlap · 4 shared positions
$IREN$SLV$DTB$MELI
$103M
372 positions
#8Yaupon Capital Management LPActive
Some overlap · 4 shared positions
$NFG$DTB$DTM$DVN
$5.1B
124 positions
#9NOTTINGHAM ADVISORS, INC.Active
Some overlap · 5 shared positions
$NFG$MTB$VZ$T$SLV
$838M
122 positions
#10Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$NFG$DTB$DTM$WEC
$6.4B
88 positions
#11Unifi Asset Management LPActive
Some overlap · 4 shared positions
$T$VZ$MCD$DVN
$251M
62 positions
#12Finer Wealth Management, Inc.Active
Some overlap · 4 shared positions
$T$VZ$MCD$PEP
$224M
88 positions
#13Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$T$VZ$MCD$PEP
$186M
123 positions
#14Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 4 shared positions
$T$MCD$VZ$PEP
$181M
75 positions
#15FARMERS TRUST CO
Some overlap · 4 shared positions
$T$VZ$MCD$PEP
$637M
203 positions
#16Innovative Wealth Building LLCSmart money
Some overlap · 3 shared positions
$T$VZ$MCD
$172M
84 positions
#17Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$T$VZ$MCD
$116M
65 positions
#18Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$T$VZ$MCD
$327M
94 positions
#19Persium Advisors, LLCSmart money
Some overlap · 3 shared positions
$T$VZ$MCD
$153M
69 positions
#20NI ACQUISITIONS COMPANY, LLCActive
Some overlap · 5 shared positions
$VZ$T$MTB$PEP$COKE
$234M
112 positions
#211834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$T$VZ$DVN$WEC
$883M
211 positions
#22Arnhold LLCActive
Some overlap · 3 shared positions
$T$VZ$SLV
$1.4B
113 positions
#23Stack Financial Management, IncActive
Some overlap · 3 shared positions
$T$DTB$PEP
$1.3B
54 positions
#24Dynamic Financial GroupSmart money
Some overlap · 3 shared positions
$T$VZ$MTB
$132M
76 positions
#25Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$T$VZ$PEP
$316M
157 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.