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Hedge Funds Similar to W ADVISORS,

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

W ADVISORS, LLC is an institutional investor managing $195M across 141 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 W ADVISORS, are EDGAR LOMAX /VA, Wolfstich ,, Finward Bancorp, with shared positions in $MDLZ, $MS, $LMT, $KO, $BMY, $NEE. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$MDLZ$MS$LMT$KO$BMY$NEE
$1.4B
56 positions
#2Wolfstich Capital, LLCActive
Notable overlap · 4 shared positions
$MDLZ$HUM$KO$VZ
$114M
45 positions
#3Finward BancorpPassive
Some overlap · 7 shared positions
$HUM$MAR$KKR$KO$MCD$VZ
$125M
104 positions
#4Excelsior Advisor Network LLCPassive
Some overlap · 7 shared positions
$HUM$MDLZ$KKR$LMT$DDOG$NEE
$263M
226 positions
#5Roof Eidam Maycock Peralta, LLCActive
Some overlap · 3 shared positions
$MDLZ$HUM$KR
$436M
125 positions
#6Asempa Wealth AdvisorsPassive
Some overlap · 5 shared positions
$MDLZ$HUM$KKR$MCD$LMT
$115M
115 positions
#7FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$HUM$MAR$MS$LMT$NEE
$354M
66 positions
#8Adirondack Capital Advisors, LLCSmart money
Some overlap · 4 shared positions
$HUM$MDLZ$MS$KKR
$156M
44 positions
#9EHRLICH FINANCIAL GROUPPassive
Some overlap · 5 shared positions
$HUM$MDLZ$MS$KKR$VZ
$174M
112 positions
#10CM WEALTH ADVISORS LLCActive
Some overlap · 3 shared positions
$MDLZ$HUM$MCD
$470M
146 positions
#11ATTICUS WEALTH MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$MDLZ$KKR$KO$HUM$MAR$NEE
$369M
181 positions
#12Accretive Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$HUM$MS$KKR$KO$MCD$PM
$356M
180 positions
#13DAGCO, INC.Passive
Some overlap · 5 shared positions
$HUM$MAR$MS$KKR$NEE
$461M
353 positions
#14Talisman Wealth Advisors LLCPassive
Some overlap · 9 shared positions
$HUM$MS$KKR$KO$NEE$MDLZ
$124M
101 positions
#15CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 6 shared positions
$HUM$MAR$KKR$MCD$KO$PM
$105M
80 positions
#16HANOVER ADVISORS INCActive
Some overlap · 6 shared positions
$HUM$KKR$MAR$KO$DDOG$EPAM
$246M
118 positions
#17Wealth Group LtdSmart money
Some overlap · 4 shared positions
$MDLZ$MAR$MS$HUM
$439M
94 positions
#18Financial Perspectives, IncPassive
Some overlap · 4 shared positions
$HUM$MAR$MS$KKR
$358M
716 positions
#19ROBINSON SMITH WEALTH ADVISORS LLCActive
Some overlap · 5 shared positions
$MDLZ$HUM$MS$NEE$T
$148M
84 positions
#20Cornerstone Financial Management LLCPassive
Some overlap · 6 shared positions
$HUM$KKR$MS$DDOG$KO$LMT
$109M
1,311 positions
#21Drucker Wealth 3.0, LLCPassive
Some overlap · 6 shared positions
$HUM$MAR$KKR$KO$NEE$PM
$573M
266 positions
#22Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$HUM$KKR$MS$T$VZ$SO
$277M
154 positions
#23RBO & CO LLCActive
Some overlap · 5 shared positions
$MDLZ$LMT$KO$MCD$PM
$620M
57 positions
#24RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$HUM$MS$KKR$KO
$181M
96 positions
#25Principle Wealth Partners LLCActive
Some overlap · 6 shared positions
$HUM$KKR$MAR$MCD$KO$SO
$1.7B
380 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.