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 Wingate Wealth Advisors,

13F Portfolio OverlapQ1 2026Wingate Wealth Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wingate Wealth Advisors, Inc. is an institutional investor managing $187M across 121 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 Wingate Wealth Advisors, are FIDELIS iM,, Reality Financial Planning Services,, McCarthy Asset ,, with shared positions in $HUM, $WT, $BRZE, $BAH, $VZ, $PM. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $WT $BRZE

$264M

25 positions

#2Reality Financial Planning Services, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $WT $BRZE

$104M

20 positions

#3McCarthy Asset Management, Inc.

Substantial overlap · 3 shared positions

$HUM $BAH $BRZE

$192M

27 positions

#4SimpliFi, Inc.Smart money

Substantial overlap · 4 shared positions

$HUM $WT $VZ $BRZE

$238M

43 positions

#5Aurdan Capital Management, LLCActive

Substantial overlap · 4 shared positions

$HUM $PM $MRSH $BRZE

$333M

88 positions

#6Mittelman Wealth ManagementActive

Substantial overlap · 4 shared positions

$HUM $UPST $GE $GEV

$160M

52 positions

#7Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $PM

$251M

83 positions

#8ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $BAH $BRZE $WT

$753M

159 positions

#9Noble Family Wealth, LLCActive

Notable overlap · 3 shared positions

$HUM $WT $UPST

$484M

76 positions

#10KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$HUM $UPST $PM

$109M

40 positions

#11Trust Point Inc.Active

Notable overlap · 3 shared positions

$HUM $WT $MAR

$1.2B

521 positions

#12Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $MAR

$239M

158 positions

#13Granite FO LLCActive

Notable overlap · 3 shared positions

$HUM $PM $MRSH

$169M

170 positions

#14Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $GE $GEV

$116M

80 positions

#15Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $PM

$302M

51 positions

#16SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $MAR $GE $GEV

$272M

554 positions

#17Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $PM $GE

$255M

70 positions

#18FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $BRZE $MAR

$176M

104 positions

#19Joel Isaacson & Co., LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $MAR

$3.0B

455 positions

#20Addison Advisors LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $GE $GEV

$452M

980 positions

#21New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $MAR $WT

$866M

194 positions

#22Grove Street Fiduciary, LLCActive

Notable overlap · 7 shared positions

$HUM $WT $MAR $GE $UPST $GEV

$227M

74 positions

#23Fullerton Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $UPST $GEV

$97M

53 positions

#24Good Harbor Advisors, Inc.Passive

Notable overlap · 6 shared positions

$HUM $WT $BRZE $GE $VZ $UNP

$92M

82 positions

#25Councilmark Asset Management, LLCActive

Notable overlap · 4 shared positions

$HUM $PM $VZ $UNP

$174M

85 positions

Compare Wingate Wealth Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Wingate Wealth Advisors,’s holdings

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.