Hedge Funds Similar to Windward Private Wealth

13F Portfolio OverlapQ2 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 $313M across 43 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 Windward Private Wealth are PARTHENON, CFS Investment Advisory Services, Triton Financial Group, with shared positions in $DOV, $FAST, $PNC, $EMR, $SHW, $RMD. The full ranking of 13 similar funds is below.

#1PARTHENON LLCActive

Slight overlap · 3 shared positions

$DOV $FAST $PNC

$962M

133 positions

#2CFS Investment Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$1.5B

357 positions

#3Triton Financial Group IncPassive

Slight overlap · 3 shared positions

$174M

99 positions

#4Modera Wealth Management, LLCActive

Slight overlap · 3 shared positions

$9.4B

650 positions

#5Frederick Financial Consultants, LLCActive

Slight overlap · 3 shared positions

$236M

121 positions

#6Pallas Capital Advisors LLCPassive

Slight overlap · 3 shared positions

$3.2B

1,034 positions

#7PEOPLES FINANCIAL SERVICES CORP.Passive

Slight overlap · 3 shared positions

$EMR $FAST $PNC

$231M

270 positions

#8EADS & HEALD WEALTH MANAGEMENTPassive

Slight overlap · 3 shared positions

$EMR $FAST $SHW

$204M

148 positions

#9SHUTTLEWORTH & CoPassive

Slight overlap · 3 shared positions

$EMR $FAST $SHW

$125M

51 positions

#10Walsky Investment Management, Inc.Passive

Slight overlap · 3 shared positions

$108M

52 positions

#11Financial & Tax Architects, LLCPassive

Slight overlap · 3 shared positions

$474M

110 positions

#12Norinchukin Bank, TheActive

Slight overlap · 3 shared positions

$RMD $FAST $SHW

$10.3B

567 positions

#13Douglass Winthrop Advisors, LLCActive

Slight overlap · 3 shared positions

$FAST $DOV $SHW

$5.8B

308 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.