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Hedge Funds Similar to WIT,

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

WIT, LLC is an institutional investor managing $5.3B across 22 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 WIT, are Avise Financial Cooperative,, Torren ,, rebel Financial, with shared positions in $MUFG, $UPST, $NOW, $UNIT, $SNOW. The full ranking of 25 similar funds is below.

#1Avise Financial Cooperative, Inc.Passive
Some overlap · 3 shared positions
$MUFG$UPST$NOW
$121M
102 positions
#2Torren Management, LLCActive
Some overlap · 3 shared positions
$MUFG$UNIT$NOW
$201M
983 positions
#3rebel Financial LLCPassive
Some overlap · 4 shared positions
$MUFG$SNOW$UNIT$NOW
$231M
65 positions
#4IMPACTfolio, LLCSmart money
Some overlap · 3 shared positions
$MUFG$UPST$NOW
$235M
35 positions
#5Birchwood Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$MUFG$SNOW$NOW
$104M
348 positions
#6Impact Investors, IncPassive
Some overlap · 3 shared positions
$MUFG$UPST$NOW
$144M
106 positions
#7Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$UPST$SNOW$UNIT
$950M
192 positions
#8Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$UPST$SNOW$UNIT
$227M
74 positions
#9Echo45 Advisors LLCActive
Some overlap · 3 shared positions
$UPST$SNOW$UNIT
$178M
76 positions
#10Clarity Capital Advisors, LLCActive
Some overlap · 3 shared positions
$UPST$SNOW$UNIT
$215M
95 positions
#11ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$UPST$SNOW$UNIT
$370M
119 positions
#12Marotta Asset ManagementActive
Some overlap · 3 shared positions
$UPST$SNOW$UNIT
$543M
103 positions
#13Cornerstone Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$UPST$SNOW$UNIT
$434M
49 positions
#14Wealth Advisory Team LLC
Some overlap · 3 shared positions
$MUFG$SNOW$NOW
$113M
39 positions
#15American Investment Services, Inc.Active
Some overlap · 3 shared positions
$SNOW$UPST$UNIT
$448M
132 positions
#16Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$UPST$SNOW$MUFG$UNIT
$109M
1,311 positions
#17Balanced Rock Investment Advisors LLCPassive
Some overlap · 3 shared positions
$MUFG$SNOW$NOW
$143M
96 positions
#18Red Tortoise LLCPassive
Some overlap · 3 shared positions
$SNOW$UNIT$UPST
$240M
591 positions
#19Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$UNIT$SNOW
$175M
118 positions
#20Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$UPST$UNIT$SNOW
$290M
607 positions
#21Valpey Financial Services, LLCPassive
Some overlap · 3 shared positions
$SNOW$UNIT$UPST
$154M
75 positions
#22Windward Private Wealth Management Inc.Smart money
Some overlap · 3 shared positions
$SNOW$UPST$UNIT
$289M
44 positions
#23Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$UNIT$UPST
$1.4B
58 positions
#24TrueWealth Financial PartnersActive
Some overlap · 3 shared positions
$UPST$UNIT$SNOW
$251M
66 positions
#25Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$SNOW$UNIT$UPST
$111M
63 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.