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Hedge Funds Similar to Tradewinds,

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

Tradewinds, LLC. is an institutional investor managing $310M across 153 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 Tradewinds, are RE ADVISERS, Minneapolis Portfolio Group,, Cullen ,, with shared positions in $DE, $HON, $UNH, $BAC, $BKR, $COHR. The full ranking of 25 similar funds is below.

#1RE ADVISERS CORPActive
Some overlap · 4 shared positions
$DE$HON$UNH$BAC
$3.7B
111 positions
#2Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$BKR$DE$COHR$HON
$942M
33 positions
#3Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$MS$UNH$DUK$TFC$BAC$TRV
$9.8B
213 positions
#4J.P. Marvel Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$DE$BAC$KO
$705M
60 positions
#5DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$HON$ITW$DE
$253M
92 positions
#6BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$MS$FCNCA$FNB$BAC
$2.1B
108 positions
#7WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$HON$DUK$DE$TFC$RY$KO
$438M
174 positions
#8Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DE$ITW$DUK
$184M
32 positions
#9Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DE$DUK$ITW$RY$BAC
$215M
125 positions
#10Flavin Financial Services, Inc.Passive
Some overlap · 3 shared positions
$MS$RSG$UNH
$149M
72 positions
#11Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$BKR$HON$UNH
$151M
135 positions
#12HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$ITW$HON$DUK$KO
$351M
81 positions
#13OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$HON$MS$DUK$BAC$KO
$193M
108 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$HON$DUK$KO
$353M
78 positions
#15Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$HON$ITW$UNH
$170M
48 positions
#16MORTON COMMUNITY BANKPassive
Some overlap · 3 shared positions
$MS$DE$DUK
$460M
115 positions
#17Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$MS$DE$TRV
$251M
200 positions
#18MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$HON$ITW$RSG$KO
$1.2B
81 positions
#19Argent Advisors, Inc.Passive
Some overlap · 5 shared positions
$MS$DUK$TFC$KO$TRV
$366M
173 positions
#20Tairen Capital LtdActive
Some overlap · 3 shared positions
$BKR$DASH$COHR
$924M
44 positions
#21William B. Walkup & Associates, Inc.Active
Some overlap · 6 shared positions
$MS$UNH$DE$TFC$KO$TRV
$167M
163 positions
#22Retireful, LLCPassive
Some overlap · 3 shared positions
$BKR$HON$CIEN
$71M
84 positions
#23CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$RSG$DE$MS$DASH
$4.3B
280 positions
#24Unisphere EstablishmentActive
Some overlap · 5 shared positions
$HON$RSG$UNH$BAC$USFD
$11.9B
50 positions
#25KTF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$MS$UNH$HON$BAC
$584M
91 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.