What hedge funds are most similar to Windward Private Wealth Management Inc.?

The funds with the most similar 13F portfolios to Windward Private Wealth Management Inc. are MATHER GROUP,, Cornerstone Financial, Leo H. Evart,, based on overlapping conviction holdings in the latest SEC filings.

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 Windward Private Wealth

13F Portfolio OverlapQ1 2026Windward Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Windward Private Wealth Management Inc. is an institutional investor managing $289M across 44 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 Windward Private Wealth are MATHER GROUP,, Cornerstone Financial, Leo H. Evart,, with shared positions in $VLTO, $SNOW, $COP, $UNIT, $DOV, $WT. The full ranking of 25 similar funds is below.

#1MATHER GROUP, LLC.Active

Notable overlap · 8 shared positions

$VLTO $SNOW $COP $UNIT $DOV $WT

$10.0B

1,896 positions

#2Cornerstone Financial Management LLCPassive

Notable overlap · 9 shared positions

$VLTO $HUM $SNOW $COP $UPST $DOV

$109M

1,311 positions

#3Leo H. Evart, Inc.Passive

Notable overlap · 4 shared positions

$SNOW $HUM $DHR $UNIT

$117M

298 positions

#4Efficient Advisors, LLCActive

Notable overlap · 7 shared positions

$SNOW $COP $UPST $UNIT $WT $SE

$1.4B

58 positions

#5True Link Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $WT

$1.6B

418 positions

#6Family Investment Center, Inc.Active

Notable overlap · 5 shared positions

$SNOW $HUM $UNIT $COP $WT

$520M

91 positions

#7FMA Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $EMR

$150M

38 positions

#8CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $COP $UNIT $HUM $DDOG

$156M

80 positions

#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$VLTO $HUM $COP $UPST $SNOW $DDOG

$350M

95 positions

#10Clear Retirement Advice LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $UNIT $FAST

$127M

54 positions

#11PLANNING DIRECTIONS INCActive

Notable overlap · 6 shared positions

$SNOW $HUM $COP $UNIT $DOV $DDOG

$198M

106 positions

#12CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$SNOW $HUM $DDOG

$121M

54 positions

#13NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $COP $DOV $SHW

$247M

71 positions

#14Discipline Wealth Solutions, LLCActive

Notable overlap · 7 shared positions

$SNOW $UPST $UNIT $COP $HUM $WT

$950M

192 positions

#15Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $WT $SE

$184M

157 positions

#16Schiavi & Co LLCSmart money

Notable overlap · 4 shared positions

$SNOW $UPST $CTVA $DDOG

$337M

50 positions

#17Sage Financial Management Group, Inc.Active

Notable overlap · 5 shared positions

$SNOW $COP $UPST $UNIT $SHW

$325M

57 positions

#18CFG Wealth Management Services, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $UPST $CTVA

$110M

152 positions

#19FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $UNIT

$754M

345 positions

#20Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$VLTO $HUM $COP $UNIT

$230M

21 positions

#21FLC Capital AdvisorsPassive

Notable overlap · 3 shared positions

$SNOW $VLTO $HUM

$560M

221 positions

#22Darrow Company, Inc.Active

Notable overlap · 4 shared positions

$SNOW $HUM $WT $COP

$222M

56 positions

#23KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 3 shared positions

$SNOW $UPST $DDOG

$192M

43 positions

#24Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$SNOW $UPST $DDOG

$156M

30 positions

#25Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $UPST $WT

$273M

141 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.