13F Pro

Hedge Funds Similar to WealthSpring Partners,

13F Portfolio OverlapQ1 2026WealthSpring Partners, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WealthSpring Partners, LLC is an institutional investor managing $109M across 72 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 WealthSpring Partners, are Junk Investment Group,, TRUSTMARK NATIONAL BANK DEPARTMENT, DUMONT & BLAKE INVESTMENT ADVISORS, with shared positions in $KKR, $MDY, $DOV, $IBM, $AMGN, $DIS. The full ranking of 25 similar funds is below.

#1Junk Investment Group, LLCPassive
Some overlap · 5 shared positions
$KKR$MDY$DOV$IBM$AMGN
$191M
88 positions
#2TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 4 shared positions
$KKR$MDY$IBM$AMGN
$1.6B
271 positions
#3DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$KKR$MDY$IBM$AMGN$DIS
$400M
202 positions
#4ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 5 shared positions
$KKR$MDY$SBUX$NEE$DIS
$84M
65 positions
#5Millstone Evans Group, LLCPassive
Some overlap · 5 shared positions
$MDY$IBM$KKR$SBUX$AXP
$167M
856 positions
#6B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 5 shared positions
$KKR$IBM$NEE$AMGN$DIS
$690M
115 positions
#7Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$IBM$KKR$AMGN$DIS
$216M
133 positions
#8PROSPERITY BANCSHARES INCPassive
Some overlap · 5 shared positions
$KKR$MDY$IBM$AXP$DIS
$125M
414 positions
#9Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KKR$IBM$MDY$AMGN
$287M
188 positions
#10Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$KKR$SBUX$AXP$AMGN$DIS$NVS
$587M
122 positions
#11WASHINGTON TRUST CoActive
Some overlap · 4 shared positions
$MDY$KKR$SYK$NEE
$3.0B
281 positions
#12Waldron Private Wealth LLCActive
Some overlap · 5 shared positions
$KKR$MDY$SYK$DOV$AMGN
$2.6B
342 positions
#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 7 shared positions
$DOV$SYK$SRE$NEE$CHD$DIS
$2.1B
122 positions
#14WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 5 shared positions
$KKR$DOV$AXP$NEE$AMGN
$355M
156 positions
#15TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$KKR$SRE$NEE
$168M
128 positions
#16NORTHSTAR ASSET MANAGEMENT CoActive
Some overlap · 4 shared positions
$KKR$MDY$SYK$NVS
$445M
138 positions
#17DAVIDSON TRUST COPassive
Some overlap · 4 shared positions
$KKR$MDY$NEE$DIS
$232M
176 positions
#18Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$MDY$IBM$AMGN$CHD
$938M
146 positions
#19Berkshire BankPassive
Some overlap · 5 shared positions
$KKR$SYK$AXP$NEE$DIS
$488M
157 positions
#20Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$MDY$IBM$NEE$AGQ
$448M
108 positions
#21SONATA CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$KKR$MDY$IBM$SBUX
$271M
123 positions
#22UNION SAVINGS BANKActive
Some overlap · 3 shared positions
$KKR$MDY$SYK
$228M
320 positions
#23FineMark National Bank & Trust
Some overlap · 3 shared positions
$KKR$MDY$NEE
$3.2B
452 positions
#24St. Johns Investment Management Company, LLCActive
Some overlap · 5 shared positions
$MDY$SYK$AXP$NEE$AMGN
$238M
193 positions
#25SBI Securities Co., Ltd.Passive
Some overlap · 4 shared positions
$KKR$DOV$IBM$AGQ
$3.6B
4,018 positions

Compare WealthSpring Partners,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WealthSpring Partners,’s holdings

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.