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Hedge Funds Similar to Wingate Wealth Advisors

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

Wingate Wealth Advisors, Inc. is an institutional investor managing $227M across 127 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 Wingate Wealth Advisors are Consolidated Planning, Sharkey, Howes & Javer, NCM, with shared positions in $BAH, $PM, $VZ, $DELL, $UNP, $MMM. The full ranking of 25 similar funds is below.

#1Consolidated Planning CorpActive
Notable overlap · 3 shared positions
$BAH$PM$VZ
$742M
159 positions
#2Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$BAH$DELL$UNP
$829M
163 positions
#3NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$BAH$VZ$MMM$PEP
$324M
194 positions
#4ADE, LLCActive
Some overlap · 3 shared positions
$BAH$PM$WM
$237M
93 positions
#5Planning Strategies Inc.Passive
Some overlap · 4 shared positions
$BAH$PM$DELL$VZ
$160M
1,068 positions
#6D'Orazio & Associates, Inc.Active
Some overlap · 3 shared positions
$BAH$PM$DELL
$864M
322 positions
#7Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$BAH$DELL$MMM
$158M
117 positions
#8MTM Investment Management, LLCPassive
Some overlap · 3 shared positions
$BAH$PM$UNP
$350M
708 positions
#9Southland Equity Partners LLCPassive
Some overlap · 4 shared positions
$BAH$PM$VZ$PEP
$571M
306 positions
#10DCM Advisors, LLCActive
Some overlap · 4 shared positions
$DELL$PM$VZ$PEP
$253M
38 positions
#11Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$PM$DELL$VZ$MMM$PEP
$259M
118 positions
#12Onyx Bridge Wealth Group LLCPassive
Some overlap · 3 shared positions
$BAH$PM$VZ
$1.1B
389 positions
#13Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$PM$MRSH$PEP$UNP$WM
$253M
63 positions
#14Holland Advisory Services, Inc.Active
Some overlap · 3 shared positions
$DELL$PM$MMM
$91M
49 positions
#15ARS Wealth Advisors Group, LLCActive
Some overlap · 3 shared positions
$BAH$VZ$PEP
$1.3B
220 positions
#16Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$DELL$PM$PEP
$334M
127 positions
#17Titan Investment Management LLCActive
Some overlap · 3 shared positions
$DELL$PM$PEP
$135M
38 positions
#18FARMERS TRUST CO
Some overlap · 5 shared positions
$PM$VZ$MMM$PEP$UNP
$637M
203 positions
#19Mengis Capital Management, Inc.Passive
Some overlap · 4 shared positions
$PM$DELL$PEP$UNP
$658M
218 positions
#20Storen Legacy Partners, LLCActive
Some overlap · 4 shared positions
$PM$MRSH$MMM$PEP
$367M
116 positions
#21Financial Security Advisor, Inc.Active
Some overlap · 3 shared positions
$BAH$PM$VZ
$615M
161 positions
#22BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DELL$PM$UNP
$1.7B
401 positions
#23WEALTH ALLIANCE, LLCPassive
Some overlap · 4 shared positions
$BAH$VZ$PM$PEP
$1.2B
573 positions
#24Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 4 shared positions
$PM$MRSH$PEP$UNP
$321M
153 positions
#25Hayek Kallen Investment ManagementActive
Some overlap · 5 shared positions
$PM$VZ$PEP$UNP$WM
$330M
97 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.