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 Windle Wealth,

13F Portfolio OverlapQ1 2026Windle Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Windle Wealth, LLC is an institutional investor managing $237M across 32 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 Windle Wealth, are Griffith & Werner,, MORGAN DEMPSEY, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $T, $KO, $SO, $VZ, $MCD, $MO. The full ranking of 25 similar funds is below.

#1Griffith & Werner, Inc.Active

Notable overlap · 4 shared positions

$T $KO $SO $VZ

$202M

72 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$T $KO $VZ $SO $MCD

$220M

148 positions

#3FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 6 shared positions

$KO $MO $MCD $T $SO $VZ

$1.5B

235 positions

#4Asset Planning,IncPassive

Notable overlap · 7 shared positions

$MCD $WELL $MO $O $VZ $SO

$141M

299 positions

#5LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$KO $T $SO $MCD $VZ

$970M

154 positions

#6GQG Partners LLCActive

Notable overlap · 5 shared positions

$T $VZ $KO $MO $UL

$63.1B

81 positions

#7Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$MO $KO $O $ED $MCD $TROW

$245M

83 positions

#8Slocum, Gordon & Co LLPPassive

Notable overlap · 5 shared positions

$VZ $MCD $UL $T $MMM

$147M

64 positions

#9HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KO $MCD $MO $O

$243M

44 positions

#10Kennon-Green & Company, LLCActive

Notable overlap · 4 shared positions

$KO $MO $MCD $UL

$122M

39 positions

#11EDMP, INC.Passive

Notable overlap · 5 shared positions

$MO $T $O $VZ $MMM

$124M

71 positions

#12Wolfstich Capital, LLCActive

Notable overlap · 4 shared positions

$VZ $TROW $KO $MO

$114M

45 positions

#13PARK CIRCLE CoActive

Notable overlap · 3 shared positions

$VZ $MO $TROW

$108M

51 positions

#14HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$ITW $KO $MCD $ED $VZ $O

$351M

81 positions

#15Keystone Financial Planning, Inc.Smart money

Notable overlap · 7 shared positions

$VZ $UL $MO $TROW $KO $MCD

$374M

40 positions

#16Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$KO $MO $VZ $ITW $MCD $UL

$240M

278 positions

#17Measured Risk Portfolios, Inc.Passive

Notable overlap · 4 shared positions

$VZ $O $MO $KO

$91M

66 positions

#18Welch Group, LLCPassive

Notable overlap · 5 shared positions

$SO $MCD $VZ $ED $KO

$2.7B

310 positions

#19High Point Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SO $ED $WELL

$104M

250 positions

#20CORDA Investment Management, LLC.Active

Notable overlap · 4 shared positions

$WELL $VZ $KO $MCD

$1.4B

80 positions

#21Drexel Morgan & Co.Active

Notable overlap · 6 shared positions

$T $KO $VZ $MCD $MMM $UL

$682M

60 positions

#22BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$MCD $KO $SO $MMM $VZ $O

$134M

211 positions

#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$SO $MCD $VZ $O

$187M

55 positions

#24Disciplined Equity Management, Inc.Active

Notable overlap · 3 shared positions

$VZ $MO $T

$199M

44 positions

#25CFC Planning Co LLCPassive

Notable overlap · 3 shared positions

$VZ $MO $KO

$140M

72 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.