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Hedge Funds Similar to Wiser Advisor Group

13F Portfolio OverlapQ1 2026Wiser Advisor Group portfolio →
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Most similar hedge funds by 13F overlap

Wiser Advisor Group LLC is an institutional investor managing $83M across 224 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 Wiser Advisor Group are CORDA Investment ,, ARBOR /ADV, Kinloch ,, with shared positions in $KO, $MCD, $SCHW, $USB, $WELL, $PLD. The full ranking of 25 similar funds is below.

#1CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$KO$MCD$SCHW$USB$WELL
$1.4B
80 positions
#2ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 6 shared positions
$KO$PLD$MCD$USB$WELL$ABT
$123M
101 positions
#3Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$MCD$KO$NUE$ABT
$245M
83 positions
#4Savoir Faire Capital Management, L.P.Passive
Some overlap · 3 shared positions
$MCD$KO$RCL
$166M
44 positions
#5Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$KO$MCD$SCHW$ABT
$448M
108 positions
#6LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MCD$KO$PLD$WM
$970M
154 positions
#7MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$MCD$KO$USB$ABT
$409M
127 positions
#8FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 3 shared positions
$MCD$KO$USB
$1.5B
235 positions
#9Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$MCD$KO$USB$WM
$218M
69 positions
#10InvesTrustPassive
Some overlap · 4 shared positions
$MCD$NUE$KO$USB
$238M
91 positions
#11BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$MCD$SCHW$NUE$ABT$WM
$2.3B
264 positions
#12RBO & CO LLCActive
Some overlap · 4 shared positions
$MCD$KO$ABT$WM
$620M
57 positions
#13Inman Jager Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KO$SCHW$MCD$USB
$171M
84 positions
#14CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$MCD$PLD$USB$TMO
$5.0B
55 positions
#15RIA Advisory Group LLCPassive
Some overlap · 3 shared positions
$MCD$KO$USB
$421M
145 positions
#16RMR Capital Management, LLCActive
Some overlap · 5 shared positions
$MCD$SCHW$USB$KO$ABT
$138M
75 positions
#17LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$MCD$KO$USB$ABT
$533M
126 positions
#18B. Metzler seel. Sohn & Co. AGActive
Some overlap · 4 shared positions
$MCD$KO$ABT$TMO
$10.8B
712 positions
#19Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$MCD$KO$USB$TMO
$1.4B
211 positions
#20Windle Wealth, LLCActive
Some overlap · 3 shared positions
$MCD$KO$WELL
$237M
32 positions
#21Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$MCD$KO$ABT
$446M
104 positions
#22BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$MCD$KO$ABT
$134M
211 positions
#23HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$MCD$KO$ABT
$243M
44 positions
#24ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 3 shared positions
$MCD$KO$WM
$493M
189 positions
#25TOWER BRIDGE ADVISORSPassive
Some overlap · 4 shared positions
$MCD$SCHW$KO$TMO
$1.0B
221 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.