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Hedge Funds Similar to Wealth Preservation Advisors

13F Portfolio OverlapQ2 2026Wealth Preservation Advisors portfolio →
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Most similar hedge funds by 13F overlap

Wealth Preservation Advisors, LLC is an institutional investor managing $175M across 88 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wealth Preservation Advisors are PEOPLES BANK, WINSLOW ASSET, SALZHAUER MICHAEL, with shared positions in $PEBO, $DE, $MS, $UNP, $MCD, $UBER. The full ranking of 25 similar funds is below.

#1PEOPLES BANK /OHPassive
Notable overlap · 5 shared positions
$PEBO$DE$MS$UNP$MCD
$195M
100 positions
#2WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$UBER$SPG$DE$WFC
$575M
82 positions
#3SALZHAUER MICHAELSmart money
Some overlap · 6 shared positions
$FHN$FBK$PNFP$PNC$WFC$SSB
$292M
89 positions
#4Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$UBER$SPG$DE$NEM
$1.1B
34 positions
#5Asio Capital, LLCActive
Some overlap · 5 shared positions
$UBER$PNFP$MS$DELL$APH
$781M
109 positions
#6ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 4 shared positions
$UBER$APO$WFC$KKR
$4.5B
236 positions
#7AEGON USA Investment Management, LLCSmart money
Some overlap · 4 shared positions
$UBER$APO$WFC$KKR
$140M
42 positions
#8PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$UBER$APO$WFC$KKR
$421M
110 positions
#9FIRST NATIONAL BANK SIOUX FALLSActive
Some overlap · 5 shared positions
$UBER$APO$WFC$KKR$UNP
$366M
147 positions
#10CapitalatWork S.A.Active
Some overlap · 3 shared positions
$UBER$APO$DE
$4.0B
93 positions
#11Emergent Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$UBER$SPG$APH
$192M
122 positions
#12Elk River Wealth Management, LLCActive
Slight overlap · 5 shared positions
$UBER$PNC$MS$UNP$APH
$628M
103 positions
#13LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Slight overlap · 5 shared positions
$UBER$MS$WFC$DELL$MCD
$476M
102 positions
#14Onex Canada Asset Management Inc.Active
Slight overlap · 3 shared positions
$UBER$APO$UNP
$649M
80 positions
#15Wilkinson Global Asset Management LLCActive
Slight overlap · 6 shared positions
$UBER$DE$DELL$UNP$WFC$MCD
$1.3B
62 positions
#16Blume Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$UBER$DE$WFC$UNP
$684M
359 positions
#17Volterra Technologies LPPassive
Slight overlap · 4 shared positions
$UBER$PNC$KKR$MCD
$694M
303 positions
#18SHELTON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$UBER$DE$WFC$APH
$255M
144 positions
#19Karras Company, Inc.Active
Slight overlap · 4 shared positions
$UBER$DE$DELL$UNP
$110M
61 positions
#20Oliver Luxxe Assets LLCPassive
Slight overlap · 4 shared positions
$SPG$PNC$MS$WFC
$680M
199 positions
#21Next Capital Management LLCActive
Slight overlap · 3 shared positions
$OBDC$APO$KKR
$370M
138 positions
#22Enstar Group LTDActive
Slight overlap · 3 shared positions
$OBDC$APO$KKR
$216M
9 positions
#23Lalia Capital, LLCActive
Slight overlap · 3 shared positions
$OBDC$APO$KKR
$206M
15 positions
#24Wealth Science Advisors LLCActive
Slight overlap · 4 shared positions
$UBER$MS$WFC$APH
$225M
97 positions
#25LYELL WEALTH MANAGEMENT, LPPassive
Slight overlap · 5 shared positions
$UBER$DE$MS$DELL$APH
$1.6B
232 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.