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Hedge Funds Similar to WNY Asset ,

13F Portfolio OverlapQ1 2026WNY Asset , portfolio →
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Most similar hedge funds by 13F overlap

WNY Asset Management, LLC is an institutional investor managing $967M across 249 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 WNY Asset , are Guardian ,, KELLY FINANCIAL GROUP, Kraft, Davis & Associates,, with shared positions in $SHW, $MS, $REGN, $NTRB, $OKTA, $MCD. The full ranking of 25 similar funds is below.

#1Guardian Capital, LLCPassive
Notable overlap · 6 shared positions
$SHW$MS$REGN$NTRB$OKTA$MCD
$105M
81 positions
#2KELLY FINANCIAL GROUP LLCActive
Notable overlap · 4 shared positions
$SHW$SNOW$T$MCD
$398M
100 positions
#3Kraft, Davis & Associates, LLCPassive
Notable overlap · 4 shared positions
$SHW$SAN$HUM$GLDM
$469M
151 positions
#4URS Advisory LLCActive
Notable overlap · 5 shared positions
$SHW$SNOW$SLV$MCD$HUM
$137M
51 positions
#5Lakeridge Wealth Management LLCPassive
Notable overlap · 4 shared positions
$SHW$T$HUM$MCD
$233M
169 positions
#6Joseph P. Lucia & Associates, LLCPassive
Notable overlap · 6 shared positions
$SHW$SNOW$SAN$HUM$OKTA$VZ
$280M
169 positions
#7Advantage Trust CoActive
Notable overlap · 5 shared positions
$SHW$HUM$SAN$MCD$SLV
$223M
123 positions
#8LOWERY THOMAS, LLCActive
Notable overlap · 3 shared positions
$SHW$SNOW$REGN
$175M
55 positions
#9Plotkin Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$SHW$HUM$SAN$OKTA
$199M
100 positions
#10CHILTON INVESTMENT CO INC.Active
Notable overlap · 3 shared positions
$SHW$MS$TXN
$4.3B
280 positions
#11Portfolio Strategies, Inc.Active
Notable overlap · 4 shared positions
$SHW$NTRB$SLV$MS
$811M
75 positions
#12Center for Wealth Management AdvisoryActive
Notable overlap · 3 shared positions
$SHW$MS$VZ
$139M
62 positions
#13Wagner Wealth Management, LLCActive
Notable overlap · 5 shared positions
$SHW$SNOW$VZ$T$NTRB
$495M
279 positions
#14Western Reserve Capital Management, LLCActive
Notable overlap · 4 shared positions
$SHW$SNOW$HUM$MCD
$122M
50 positions
#15Retirement Management Systems Inc.Active
Notable overlap · 3 shared positions
$SHW$SNOW$MS
$415M
51 positions
#16Future Financial Wealth Managment LLCActive
Notable overlap · 6 shared positions
$SNOW$SHW$SAN$VZ$HUM$T
$155M
128 positions
#17FC Advisory LLCActive
Notable overlap · 5 shared positions
$OKTA$SNOW$MS$NTRB$HUM
$342M
115 positions
#18Odyssey Capital Advisors, Inc.Passive
Notable overlap · 5 shared positions
$SHW$SAN$MS$HUM$REGN
$112M
97 positions
#19MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SHW$SNOW$SAN
$508M
88 positions
#20Beckerman Institutional, LLCPassive
Some overlap · 6 shared positions
$SNOW$SAN$MS$TXN$GLDM$HUM
$188M
121 positions
#21Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$SHW$SAN$TXN$MCD
$1.3B
60 positions
#22Horizon Wealth Management, LLCPassive
Some overlap · 7 shared positions
$SHW$MS$SLV$HUM$T$VZ
$682M
137 positions
#23ETF Store, Inc.Active
Some overlap · 4 shared positions
$OKTA$SNOW$VZ$REGN
$103M
100 positions
#24Bright Futures Wealth Management, LLC.Passive
Some overlap · 4 shared positions
$OKTA$SHW$SNOW$NTRB
$146M
188 positions
#25Aragon Global Management, LPActive
Some overlap · 3 shared positions
$SHW$MS$MELI
$143M
18 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.