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Hedge Funds Similar to Wayfinding Financial

13F Portfolio OverlapQ2 2026Wayfinding Financial portfolio →
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Most similar hedge funds by 13F overlap

Wayfinding Financial, LLC is an institutional investor managing $264M across 171 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 Wayfinding Financial are Mengis, CLARIS ADVISORS, / MO, InvesTrust, with shared positions in $PCAR, $BA, $MRVL, $DELL, $EMR, $SBUX. The full ranking of 25 similar funds is below.

#1Mengis Capital Management, Inc.Passive
Some overlap · 5 shared positions
$PCAR$BA$MRVL$DELL$EMR
$658M
218 positions
#2CLARIS ADVISORS, LLC / MO /Active
Some overlap · 4 shared positions
$PCAR$BA$MRVL$EMR
$383M
74 positions
#3InvesTrustPassive
Some overlap · 5 shared positions
$SBUX$BA$EMR$MMM$ADP
$260M
95 positions
#4Lakeside Advisors, INC.Active
Some overlap · 4 shared positions
$PCAR$SBUX$MMM$BA
$159M
65 positions
#5HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PCAR$SBUX$NEE$ADP
$194M
108 positions
#6MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$BA$SBUX$MRVL$ADP
$126M
196 positions
#7Mizuho Markets Cayman LPActive
Some overlap · 4 shared positions
$BA$MRVL$DELL$NEE
$2.7B
95 positions
#8Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$SBUX$BA$EMR$NEE
$319M
123 positions
#9Aspire Capital Advisors LLCPassive
Some overlap · 3 shared positions
$PCAR$SBUX$BA
$514M
134 positions
#10Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SBUX$BA$MRVL
$331M
122 positions
#11Paradiem, LLCPassive
Some overlap · 4 shared positions
$PCAR$NEE$MRVL$ADP
$464M
68 positions
#12LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$BA$EMR$MMM$NEE
$573M
129 positions
#13BAKER BOYER NATIONAL BANKSmart money
Some overlap · 3 shared positions
$PCAR$BA$EMR
$364M
94 positions
#14Cardinal Capital ManagementPassive
Some overlap · 4 shared positions
$SBUX$EMR$MMM$ADP
$826M
138 positions
#15DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$BA$EMR$MMM$ADP
$530M
92 positions
#16MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SBUX$BA$DELL
$140M
63 positions
#17Capital Planning LLCActive
Some overlap · 3 shared positions
$SBUX$BA$PCAR
$343M
88 positions
#18Truvestments Capital LLCPassive
Some overlap · 4 shared positions
$MRVL$DELL$NEE$MMM
$673M
1,150 positions
#19LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 4 shared positions
$BA$SBUX$NEE$ADP
$152M
84 positions
#20Wealth Group LtdSmart money
Some overlap · 3 shared positions
$PCAR$MRVL$MMM
$523M
95 positions
#21CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$MRVL$DELL$EMR$NEE
$569M
256 positions
#22Financial Gravity Asset Management, Inc.
Some overlap · 3 shared positions
$SBUX$BA$MMM
$562M
973 positions
#23Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 3 shared positions
$SBUX$BA$MMM
$616M
1,040 positions
#24Robinswood Financial LLCPassive
Some overlap · 4 shared positions
$PCAR$SBUX$MMM$BA
$349M
435 positions
#25Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$SBUX$BA$NEE
$223M
81 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.