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 Wolfstich ,

13F Portfolio OverlapQ1 2026Wolfstich , portfolio →

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Most similar hedge funds by 13F overlap

Wolfstich Capital, LLC is an institutional investor managing $114M across 45 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 Wolfstich , are Catherine Avery Investment, Verity & Verity,, FIDELITY D & D BANCORP, with shared positions in $IBM, $VZ, $OKE, $KO, $PSX, $TGT. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$IBM $VZ $OKE $KO $PSX $TGT

$223M

109 positions

#2Verity & Verity, LLCActive

Notable overlap · 8 shared positions

$ACN $OKE $VZ $CNQ $TGT $AUB

$1.3B

138 positions

#3FIDELITY D & D BANCORP INCActive

Notable overlap · 4 shared positions

$HUM $IBM $WT $ADP

$249M

107 positions

#4Mid-American Wealth Advisory Group, Inc.Active

Notable overlap · 4 shared positions

$HUM $VZ $KO $MO

$237M

55 positions

#5PARK CIRCLE CoActive

Notable overlap · 5 shared positions

$VZ $TROW $ORI $MO $IBM

$108M

51 positions

#6PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$HUM $MDLZ $WT

$139M

59 positions

#7Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 3 shared positions

$HUM $MDLZ $WT

$436M

125 positions

#8Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$VZ $MDLZ $KO $ADP $ACN $CCZ

$139M

62 positions

#9Windle Wealth, LLCActive

Notable overlap · 4 shared positions

$VZ $TROW $KO $MO

$237M

32 positions

#10BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 7 shared positions

$VZ $KO $TGT $ADP $ACN $AUB

$222M

34 positions

#11Good Harbor Advisors, Inc.Passive

Notable overlap · 5 shared positions

$HUM $WT $BDX $CLX $VZ

$92M

82 positions

#12SimpliFi, Inc.Smart money

Notable overlap · 3 shared positions

$HUM $WT $VZ

$238M

43 positions

#13CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $IBM $KO

$184M

66 positions

#14Guilbault Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $KO $IBM $MO

$91M

67 positions

#15EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$MDLZ $TGT $CCZ $KO $ACN

$1.4B

56 positions

#16R.H. Dinel Investment Counsel, Inc.Active

Notable overlap · 6 shared positions

$TROW $KO $ADP $OKE $CCZ $VZ

$124M

40 positions

#17Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$KO $VZ $MO $BDX $CCZ $TROW

$240M

278 positions

#18Mendel Capital Management LLCPassive

Notable overlap · 4 shared positions

$HUM $IBM $VZ $ADP

$199M

97 positions

#19Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$HUM $KO $ADP $MO

$333M

88 positions

#20Addison Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $IBM

$452M

980 positions

#21Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $VZ

$187M

121 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$OKE $VZ $KO $IBM

$220M

148 positions

#23Hamrick Investment Counsel, llcPassive

Notable overlap · 4 shared positions

$HUM $VZ $IBM $TROW

$180M

359 positions

#24Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $ADP $IBM

$227M

74 positions

#25Crane Advisory, LLCSmart money

Notable overlap · 3 shared positions

$HUM $OKE $IBM

$668M

52 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.