What hedge funds are most similar to Werlinich Asset Management, LLC?

The funds with the most similar 13F portfolios to Werlinich Asset Management, LLC are UNITED BANK, BCWM,, HARTLINE INVESTMENT /, based on overlapping conviction holdings in the latest SEC filings.

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 Werlinich Asset ,

13F Portfolio OverlapQ1 2026Werlinich Asset , portfolio →

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Most similar hedge funds by 13F overlap

Werlinich Asset Management, LLC is an institutional investor managing $262M across 58 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 Werlinich Asset , are UNITED BANK, BCWM,, HARTLINE INVESTMENT /, with shared positions in $HUBB, $GLW, $IRM, $HON, $LMT, $ABT. The full ranking of 25 similar funds is below.

#1UNITED BANKActive

Notable overlap · 8 shared positions

$HUBB $GLW $IRM $HON $LMT $ABT

$781M

121 positions

#2BCWM, LLCPassive

Notable overlap · 7 shared positions

$UNP $LMT $NOC $SRE $PFE $AMD

$353M

57 positions

#3HARTLINE INVESTMENT CORP/Active

Notable overlap · 8 shared positions

$GLW $AMD $VRT $DELL $MS $UNP

$909M

112 positions

#4Tairen Capital LtdActive

Notable overlap · 4 shared positions

$GLW $AMD $MU $ASML

$924M

44 positions

#5VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 6 shared positions

$GLW $HUBB $DELL $MS $HON $PFE

$1.6B

316 positions

#6Founders Capital ManagementPassive

Notable overlap · 3 shared positions

$GLW $LMT $NOC

$205M

390 positions

#7Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 4 shared positions

$GLW $LMT $PFE $HON

$942M

33 positions

#8Themes Management Co LLCPassive

Notable overlap · 6 shared positions

$LMT $NOC $HON $GD $AMD $CEG

$162M

151 positions

#9Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$LMT $UNP $ABT $WM $GD

$449M

56 positions

#10Wills Financial Group LLCPassive

Notable overlap · 5 shared positions

$LMT $UNP $PFE $HON $PANW

$265M

75 positions

#11Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$NOC $LMT $MS $HON $UNP $ABT

$446M

104 positions

#12Cox Capital Mgt LLCPassive

Notable overlap · 6 shared positions

$AMD $HON $ASML $ABT $UNP $NOC

$151M

73 positions

#13Retireful, LLCPassive

Notable overlap · 5 shared positions

$GLW $MU $VRT $HON $DELL

$71M

84 positions

#14Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 5 shared positions

$GLW $LMT $PFE $WM $GD

$302M

93 positions

#15Glass Wealth Management Co LLCPassive

Notable overlap · 6 shared positions

$NOC $LMT $MS $ASML $PFE $GD

$258M

67 positions

#16Watchtower Advisors, LPActive

Notable overlap · 4 shared positions

$AMD $SRE $MU $ASML

$141M

12 positions

#17Nordwand Advisors, LLCPassive

Notable overlap · 7 shared positions

$VRT $UNP $MS $HUBB $ABT $WM

$572M

150 positions

#18Polar Capital Holdings PlcActive

Notable overlap · 5 shared positions

$AMD $GLW $VRT $MU $ANET

$28.2B

242 positions

#19Evergreen Quality Fund GP, Ltd.Smart money

Notable overlap · 4 shared positions

$GLW $AMD $MU $ASML

$4.4B

40 positions

#20Pacific Capital Partners LtdPassive

Notable overlap · 3 shared positions

$UNP $AMD $AMT

$101M

38 positions

#21Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$DELL $UNP $HON $PFE $ABT $GD

$127M

60 positions

#22STRATEGY ASSET MANAGERS LLCPassive

Notable overlap · 6 shared positions

$LMT $GLW $HON $WM $GD $CEG

$609M

263 positions

#23SHELTON WEALTH MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$VRT $AMD $ASML $MU $GD $HON

$229M

137 positions

#24EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$LMT $UNP $MS $PFE $ABT $GD

$1.4B

56 positions

#25FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$LMT $MS $NOC $ASML $ABT $AMT

$1.2B

384 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.