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Hedge Funds Similar to WETZEL INVESTMENT ADVISORS,

13F Portfolio OverlapQ1 2026WETZEL INVESTMENT ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

WETZEL INVESTMENT ADVISORS, INC. is an institutional investor managing $252M across 131 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 WETZEL INVESTMENT ADVISORS, are Joseph Group, Juno Financial Group, TrueNorth,, with shared positions in $BRZE, $FITB, $MPC, $HUM, $ETN, $KKR. The full ranking of 25 similar funds is below.

#1Joseph Group Capital ManagementPassive
Notable overlap · 6 shared positions
$BRZE$FITB$MPC$HUM$ETN$KKR
$400M
379 positions
#2Juno Financial Group LLCActive
Notable overlap · 5 shared positions
$BRZE$SE$HUM$KKR$ETN
$255M
70 positions
#3TrueNorth, Inc.Passive
Notable overlap · 4 shared positions
$BRZE$SE$C$DDOG
$1.0B
1,033 positions
#4Gleason Group, Inc.Active
Notable overlap · 6 shared positions
$BRZE$HUM$DDOG$KKR$BAC$C
$1.0B
229 positions
#5White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$BRZE$HUM$COP$KKR$DDOG
$721M
145 positions
#6Seneca Financial Advisors LLCActive
Notable overlap · 5 shared positions
$BRZE$HUM$DDOG$KKR$SE
$341M
64 positions
#7TRB Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$BRZE$COP$SE$DDOG$KKR$RELX
$704M
285 positions
#8FIDUCIARY ADVISORS, INC.Active
Notable overlap · 6 shared positions
$BRZE$COP$SE$BAC$KKR$PFE
$133M
121 positions
#9STONE LOFT WEALTH MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$BRZE$HUM$COP$MSI
$140M
29 positions
#10Arbor Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$BRZE$HUM$ETN$KKR
$143M
56 positions
#11Intelligent Financial StrategiesSmart money
Notable overlap · 5 shared positions
$BRZE$HUM$COP$UNP$PFH
$192M
62 positions
#12Breakwater Investment ManagementPassive
Notable overlap · 4 shared positions
$BRZE$HUM$DDOG$KKR
$269M
506 positions
#13Vanguard National Trust CoActive
Notable overlap · 4 shared positions
$BRZE$HUM$DDOG$KKR
$1.6B
751 positions
#14Luminvest Wealth Management LLCSmart money
Notable overlap · 5 shared positions
$BRZE$COP$HUM$DDOG$KKR
$382M
55 positions
#15New Covenant Trust Company, N.A.Active
Notable overlap · 5 shared positions
$BRZE$COP$BAC$UNP$KKR
$112M
96 positions
#16Downshift Financial, LLCActive
Notable overlap · 5 shared positions
$BRZE$SE$HUM$COP$DDOG
$193M
77 positions
#17McClarren Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$BRZE$HUM$KKR$UNP
$169M
79 positions
#18GRANVILLE CAPITAL, INC.Active
Notable overlap · 4 shared positions
$BRZE$HUM$UNP$ETN
$191M
86 positions
#19FIDELIS iM, LLCSmart money
Some overlap · 3 shared positions
$BRZE$HUM$COP
$264M
25 positions
#20McCarthy Asset Management, Inc.
Some overlap · 3 shared positions
$BRZE$HUM$COP
$192M
27 positions
#21SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$BRZE$HUM$DDOG
$103M
37 positions
#22Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$HUM$REGN
$127M
62 positions
#23Prospera Capital Management, LLCSmart money
Some overlap · 4 shared positions
$BRZE$COP$HUM$DDOG
$199M
45 positions
#24SIGNATUREFD, LLCActive
Some overlap · 3 shared positions
$BRZE$HUM$RELX
$6.5B
3,465 positions
#25Capstone Financial Advisors, Inc.Smart money
Some overlap · 4 shared positions
$BRZE$HUM$DDOG$ETN
$1.9B
187 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.