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Hedge Funds Similar to Wilson & Boucher ,

13F Portfolio OverlapQ1 2026Wilson & Boucher , portfolio →
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Most similar hedge funds by 13F overlap

Wilson & Boucher Capital Management, LLC is an institutional investor managing $151M across 114 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 Wilson & Boucher , are Creekside Partners, Breakwater Investment, HALL, with shared positions in $MKL, $HUM, $DOV, $SCHW, $APP, $WFC. The full ranking of 25 similar funds is below.

#1Creekside PartnersPassive
Notable overlap · 6 shared positions
$MKL$HUM$DOV$SCHW$APP$WFC
$243M
183 positions
#2Breakwater Investment ManagementPassive
Notable overlap · 5 shared positions
$MKL$HUM$DOV$SCHW$MAR
$269M
506 positions
#3HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 7 shared positions
$MKL$HUM$NEE$HON$ABT$SCHW
$280M
107 positions
#4Mosaic Advisors LLCPassive
Notable overlap · 4 shared positions
$MKL$HUM$DOV$MAR
$67M
42 positions
#5Junk Investment Group, LLCPassive
Notable overlap · 5 shared positions
$MKL$HUM$DOV$MAR$AMGN
$191M
88 positions
#6M3 Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MKL$HUM$SYK$NEE
$130M
35 positions
#7TI-TRUST, INCPassive
Notable overlap · 6 shared positions
$MKL$NEE$ITW$SCHW$HON$DUK
$168M
128 positions
#8Firestone Capital ManagementPassive
Notable overlap · 4 shared positions
$MKL$HUM$SCHW$NEE
$480M
160 positions
#9Argo Wealth Advisory, LLCActive
Notable overlap · 7 shared positions
$HUM$SYK$NEE$ITW$HON$AMGN
$170M
48 positions
#10McGuire Investment Group, LLCActive
Notable overlap · 7 shared positions
$SYK$AMAT$SCHW$CMI$ITW$HON
$885M
121 positions
#11Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MKL$DOV$HUM
$151M
54 positions
#12HOWARD WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$HUM$DOV$MKL$SCHW$MAR
$238M
142 positions
#13Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 3 shared positions
$MKL$HUM$SCHW
$365M
111 positions
#14Buttonwood Financial Advisors Inc.Active
Notable overlap · 4 shared positions
$MKL$AMAT$HUM$SCHW
$299M
108 positions
#15STUDIO INVESTMENT MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$HUM$DOV$NEE$HON$ITW$AMGN
$547M
180 positions
#16Colter Lewis Investment Partners LLCPassive
Notable overlap · 6 shared positions
$HUM$DOV$MKL$AMGN$MAR$NEE
$106M
111 positions
#17Novak & Powell Financial Services, Inc.Passive
Notable overlap · 6 shared positions
$HUM$DOV$SCHW$MKL$AMGN$MAR
$186M
163 positions
#18Red Mountain Financial, LLCPassive
Some overlap · 6 shared positions
$MKL$HUM$MAR$SCHW$AMGN$CMI
$106M
79 positions
#19MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MKL$DOV$SYK$WFC
$113M
186 positions
#20UNITED BANKActive
Some overlap · 8 shared positions
$DOV$CMI$ITW$SCHW$HON$ABT
$781M
121 positions
#21Sandy Cove Advisors, LLCPassive
Some overlap · 5 shared positions
$MKL$HUM$HON$ITW$AMAT
$334M
144 positions
#22Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$HUM$AMGN
$194M
54 positions
#23WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$DOV$SYK$NEE$HON$ABT
$2.1B
122 positions
#24GreatBanc Trust COActive
Some overlap · 5 shared positions
$MKL$HUM$ABT$AMAT$DUK
$143M
67 positions
#25Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$DOV$HUM
$127M
57 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.