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 WOLFF WIESE MAGANA

13F Portfolio OverlapQ1 2026WOLFF WIESE MAGANA portfolio →

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Most similar hedge funds by 13F overlap

WOLFF WIESE MAGANA LLC is an institutional investor managing $217M across 1,027 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 WOLFF WIESE MAGANA are Vertrix Wealth ,, EDGAR LOMAX /VA, Greystone Financial Group,, with shared positions in $AMGN, $AXP, $MS, $DUK, $KO, $MDT. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $AXP $MS $DUK $KO $MDT

$272M

95 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$SCHW $MS $KO $DUK $AMGN $UNP

$1.4B

56 positions

#3Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$AMGN $MS $KO $DUK $ABT $MCD

$353M

78 positions

#4CONNORS INVESTOR SERVICES INCActive

Notable overlap · 8 shared positions

$MS $DUK $KO $ABT $SCHW $MDT

$1.1B

149 positions

#5ATALANTA SOSNOFF CAPITAL, LLCActive

Notable overlap · 7 shared positions

$SCHW $AXP $MS $MU $MCD $AMAT

$4.7B

104 positions

#6GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 4 shared positions

$SCHW $AMGN $AXP $KO

$854M

145 positions

#7Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$AXP $MS $KO $UNP $ABT $MCD

$446M

104 positions

#8MFA Wealth ServicesPassive

Notable overlap · 6 shared positions

$SCHW $AMGN $MS $AXP $UNP $MCD

$151M

122 positions

#9Capital Wealth Planning, LLCActive

Notable overlap · 6 shared positions

$AMGN $AXP $KO $DUK $MDT $MCD

$18.1B

151 positions

#10Pine Haven Investment Counsel, IncPassive

Notable overlap · 6 shared positions

$SCHW $AMGN $ABT $UNP $AMAT $KO

$136M

114 positions

#11BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$AMGN $DUK $KO $MDT $AXP $MCD

$480M

133 positions

#12ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$SCHW $MS $DUK $UNP $MDT $MCD

$639M

126 positions

#13LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 7 shared positions

$AMGN $AXP $UNP $ABT $MCD $CB

$260M

101 positions

#14HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SCHW $AMGN $DUK $UNP

$407M

49 positions

#15Aureus Asset Management, LLCPassive

Notable overlap · 6 shared positions

$SCHW $AXP $ABT $AMAT $MS $KO

$1.5B

225 positions

#16TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$SCHW $KO $DUK $AMGN $MDT $AMAT

$132M

96 positions

#17HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$AMGN $KO $DUK $UNP $MCD $CB

$351M

81 positions

#18New England Research & Management, Inc.Passive

Some overlap · 8 shared positions

$AMGN $KO $MS $ABT $UNP $MCD

$237M

143 positions

#19BAXTER BROS INCPassive

Some overlap · 6 shared positions

$SCHW $AXP $MS $UNP $KO $CB

$810M

166 positions

#20CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$SCHW $KO $MDT $MCD $AMAT

$1.4B

80 positions

#21Barnes Dennig Private Wealth Management LLCPassive

Some overlap · 4 shared positions

$SCHW $AMGN $MDT $AMAT

$101M

307 positions

#22Navalign, LLCPassive

Some overlap · 5 shared positions

$SCHW $AMGN $MCK $KO $UNP

$396M

127 positions

#23Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $DUK $KO $MDT $CB $MCK

$308M

137 positions

#24Family Legacy, Inc.Passive

Some overlap · 6 shared positions

$AMGN $KO $DUK $MS $SCHW $AMAT

$333M

124 positions

#25DLK Investment Management, LLCPassive

Some overlap · 5 shared positions

$AMGN $SCHW $ABT $MDT $MCD

$253M

92 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.