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 WIN ADVISORS,

13F Portfolio OverlapQ1 2026WIN ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

WIN ADVISORS, INC is an institutional investor managing $219M across 78 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 WIN ADVISORS, are Choice Wealth Advisors,, Goldenstone Wealth, IAM Advisory,, with shared positions in $WT, $FND, $TER, $GEV, $LRCX, $AMAT. The full ranking of 25 similar funds is below.

#1Choice Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $FND $TER $GEV

$255M

35 positions

#2Goldenstone Wealth Management LLCActive

Notable overlap · 5 shared positions

$WT $LRCX $AMAT $VRT $STX

$137M

89 positions

#3IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $LMT $GEV $VRT $SNDK

$446M

95 positions

#4Phillip James Consulting Co.Passive

Notable overlap · 4 shared positions

$WT $LRCX $SNOW $GLW

$132M

378 positions

#5tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $FITB $LMT $FND

$202M

102 positions

#6Exit Wealth Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $LRCX $GLW $WDC

$195M

131 positions

#7Grey Ledge Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $LMT $SNOW

$443M

239 positions

#8ESL Trust Services, LLCSmart money

Notable overlap · 4 shared positions

$WT $SNOW $INTC $GEV

$524M

258 positions

#9MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $FDX $LMT

$240M

234 positions

#10Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $FCX $DRI

$219M

145 positions

#11MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $LRCX $AEP

$1.3B

143 positions

#12Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $LMT $AEP

$170M

125 positions

#13Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $FITB $AMAT

$715M

404 positions

#14Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $LMT

$3.2B

481 positions

#15Marathon Mission, Inc.Active

Notable overlap · 3 shared positions

$WT $LRCX $VRT

$200M

57 positions

#16Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $FDX

$154M

66 positions

#17Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $CNQ $OXY

$142M

76 positions

#18Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $AMAT

$491M

147 positions

#19SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $TRGP $GEV

$1.0B

415 positions

#20CLG LLCActive

Notable overlap · 3 shared positions

$WT $LRCX $INTC

$403M

134 positions

#21Nvest Wealth Strategies, Inc.Active

Notable overlap · 4 shared positions

$WT $AEP $LUV $GEV

$143M

395 positions

#22Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $GLW $DRI

$293M

107 positions

#23Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$WT $AMAT $LMT $LRCX

$462M

53 positions

#24Retireful, LLCPassive

Notable overlap · 14 shared positions

$GLW $WT $GEV $CIEN $WDC $VRT

$71M

84 positions

#25SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$WT $BDX $FITB

$300M

88 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.