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 Wynn ,

13F Portfolio OverlapQ1 2026Wynn , portfolio →

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Most similar hedge funds by 13F overlap

Wynn Capital, LLC is an institutional investor managing $224M across 116 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 Wynn , are Pavion Blue ,, Cetera Company, N.A, PRING TURNER GROUP, with shared positions in $AXP, $WFC, $FDX, $GE, $BAC, $GEV. The full ranking of 25 similar funds is below.

#1Pavion Blue Capital, LLCPassive

Notable overlap · 10 shared positions

$AXP $WFC $FDX $GE $BAC $GEV

$230M

108 positions

#2Cetera Trust Company, N.APassive

Notable overlap · 10 shared positions

$MCK $SCHW $FDX $BAC $AMGN $WFC

$177M

351 positions

#3PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 8 shared positions

$AXP $WFC $MCK $SCHW $BAC $GE

$166M

72 positions

#4ATALANTA SOSNOFF CAPITAL, LLCActive

Notable overlap · 8 shared positions

$MCK $AMAT $SCHW $GE $AXP $BAC

$4.7B

104 positions

#5TRUSTCO BANK CORP N YActive

Notable overlap · 8 shared positions

$AXP $AMAT $GE $IBM $GEV $DIS

$113M

71 positions

#6Intrinsic Value Partners, LLCActive

Notable overlap · 7 shared positions

$AXP $SCHW $AMAT $GE $__PARK_1390777 $WFC

$130M

69 positions

#7Bell & Brown Wealth Advisors, LLCActive

Notable overlap · 8 shared positions

$WFC $AXP $FDX $AMGN $BABA $DIS

$308M

68 positions

#8Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$AXP $MCK $__PARK_1390777 $AMGN $IBM $KO

$272M

95 positions

#9Yoffe Investment Management, LLCPassive

Notable overlap · 8 shared positions

$AXP $GE $__PARK_1390777 $IBM $GEV $AMGN

$78M

111 positions

#10Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$WFC $AMAT $SCHW $FDX $BAC $DIS

$588M

337 positions

#11Massachusetts Wealth ManagementPassive

Notable overlap · 8 shared positions

$GE $WFC $BAC $AMGN $GEV $MMM

$231M

98 positions

#12GRIFFIN ASSET MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$WFC $AXP $BAC $GEV $MMM $DIS

$887M

228 positions

#13Pettee Investors, Inc.Passive

Some overlap · 8 shared positions

$AXP $GE $SCHW $IBM $DIS $AMAT

$194M

115 positions

#14EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$SCHW $WFC $FDX $BAC $AMGN $KO

$1.4B

56 positions

#15Western Financial Corp/CAActive

Some overlap · 6 shared positions

$WFC $AMAT $GE $__PARK_1390777 $GEV $MMM

$255M

127 positions

#16Rayburn West Financial Services LLCActive

Some overlap · 7 shared positions

$AXP $BAC $AMGN $IBM $WFC $KO

$170M

82 positions

#17American Assets Investment Management, LLCActive

Some overlap · 7 shared positions

$WFC $BAC $GE $__PARK_1390777 $IBM $FDX

$1.5B

146 positions

#18DCM Advisors, LLCActive

Some overlap · 6 shared positions

$AXP $WFC $BAC $DIS $MCD $CVS

$220M

38 positions

#19Ironwood Investment Counsel, LLCPassive

Some overlap · 7 shared positions

$AXP $SCHW $AMGN $IBM $MCK $DIS

$694M

263 positions

#20Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

$MCK $BAC $AMGN $WFC $IBM $MMM

$308M

137 positions

#21Matthew Goff Investment Advisor, LLCPassive

Some overlap · 6 shared positions

$AXP $GE $__PARK_1390777 $BAC $GEV $DIS

$600M

107 positions

#22BAXTER BROS INCActive

Some overlap · 6 shared positions

$AXP $SCHW $GE $WFC $GEV $KO

$810M

166 positions

#23Brandywine Global Investment Management, LLC

Some overlap · 7 shared positions

$WFC $BAC $FDX $AMGN $DIS $CVS

$14.9B

601 positions

#24Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 6 shared positions

$WFC $MCK $AMGN $IBM $DIS $KO

$974M

782 positions

#25Fairfield Financial Advisors, LTDActive

Some overlap · 7 shared positions

$AXP $MCK $GE $AMGN $IBM $MMM

$290M

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.