What hedge funds are most similar to Finer Wealth Management, Inc.?

The funds with the most similar 13F portfolios to Finer Wealth Management, Inc. are PeakShares, Windle Wealth,, CORDA Investment ,, based on overlapping conviction holdings in the latest SEC filings.

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 Finer Wealth ,

13F Portfolio OverlapQ1 2026Finer Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Finer Wealth Management, Inc. is an institutional investor managing $199M across 87 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 Finer Wealth , are PeakShares, Windle Wealth,, CORDA Investment ,, with shared positions in $AMD, $PLTR, $VZ, $MCD, $CRM, $MO. The full ranking of 25 similar funds is below.

#1PeakShares LLCPassive

Some overlap · 7 shared positions

$AMD $PLTR $VZ $MCD $CRM $MO

$109M

116 positions

#2Windle Wealth, LLCActive

Some overlap · 5 shared positions

$T $VZ $MCD $KO $MO

$237M

32 positions

#3CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$VZ $MCD $SCHW $ASML $KO

$1.4B

80 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$T $VZ $MCD $KO $LMT

$220M

148 positions

#5Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 5 shared positions

$T $VZ $MCD $CRM $LMT

$302M

93 positions

#6McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$AMD $SCHW $PLTR $ASML $LMT

$885M

121 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 5 shared positions

$MCD $T $VZ $KO $MO

$1.5B

235 positions

#8Widmann Financial Services, Inc.Passive

Some overlap · 6 shared positions

$MCD $T $VZ $KO $MO $LMT

$168M

121 positions

#9Inman Jager Wealth Management, LLCPassive

Some overlap · 6 shared positions

$VZ $SCHW $MCD $KO $PLTR $LMT

$171M

84 positions

#10GQG Partners LLCActive

Some overlap · 6 shared positions

$T $VZ $KO $MO $BTI $XEL

$63.1B

81 positions

#11Rydar Equities, Inc.Passive

Some overlap · 5 shared positions

$T $MCD $PLTR $KO $LMT

$129M

92 positions

#12RED REEF ADVISORS LLCPassive

Some overlap · 6 shared positions

$SCHW $IBIT $AMD $CRM $PLTR $MU

$96M

179 positions

#13VIKING FUND MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$VZ $T $KO $MO $BTI $XEL

$976M

142 positions

#14Brevan Howard Capital Management LPPassive

Some overlap · 6 shared positions

$AMD $IBIT $PLTR $SCHW $MU $MCD

$11.3B

2,114 positions

#15Capital Investment Advisors, LLCActive

Some overlap · 7 shared positions

$SCHW $ASML $MO $KO $VZ $LMT

$6.2B

693 positions

#16CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$VZ $KO $CRM $MO $AMD $MU

$140M

72 positions

#17Slocum, Gordon & Co LLPPassive

Some overlap · 4 shared positions

$T $VZ $MCD $LMT

$147M

64 positions

#18Richard C. Young & CO., LTD.Active

Some overlap · 5 shared positions

$T $VZ $MCD $MO $MU

$1.2B

93 positions

#19Principal Street Partners, LLCPassive

Some overlap · 6 shared positions

$VZ $T $KO $MO $LMT $XEL

$613M

247 positions

#20Disciplined Equity Management, Inc.Active

Some overlap · 4 shared positions

$T $VZ $PLTR $MO

$199M

44 positions

#21SEAVIEW INVESTMENT MANAGERS LLCPassive

Some overlap · 5 shared positions

$AMD $SCHW $ASML $MU $IBIT

$277M

73 positions

#22FARMERS TRUST COPassive

Some overlap · 5 shared positions

$MCD $VZ $T $PLTR $LMT

$637M

203 positions

#23SIG BROKERAGE, LPPassive

Some overlap · 5 shared positions

$AMD $SCHW $KO $IBIT $MU

$3.8B

769 positions

#24OMC Financial Services LTDActive

Some overlap · 5 shared positions

$AMD $MCD $CRM $LMT $KO

$258M

64 positions

#25Saudi Central BankPassive

Some overlap · 6 shared positions

$PLTR $AMD $KO $T $MCD $MU

$4.7B

514 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.