What hedge funds are most similar to WINEBRENNER CAPITAL MANAGEMENT LLC?

The funds with the most similar 13F portfolios to WINEBRENNER CAPITAL MANAGEMENT LLC are BARINGS, Lionshead Wealth ,, Bridgewealth Advisory Group,, based on overlapping conviction holdings in the latest SEC filings.

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 WINEBRENNER

13F Portfolio OverlapQ1 2026WINEBRENNER portfolio →

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Most similar hedge funds by 13F overlap

WINEBRENNER CAPITAL MANAGEMENT LLC is an institutional investor managing $164M across 153 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 WINEBRENNER are BARINGS, Lionshead Wealth ,, Bridgewealth Advisory Group,, with shared positions in $JHG, $SNOW, $UNIT, $WT, $KKR, $HUM. The full ranking of 25 similar funds is below.

#1BARINGS LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $UNIT

$6.2B

179 positions

#2Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $WT

$136M

108 positions

#3Bridgewealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$JHG $SNOW $KKR $HUM $WFC

$482M

135 positions

#4First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $SNOW $WT $HUM

$122M

80 positions

#5Hidden Cove Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $KO $WFC

$156M

109 positions

#6Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $VZ

$121M

295 positions

#7INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$JHG $KKR $UNIT $WT $HUM

$803M

181 positions

#8Dynamic Financial GroupActive

Notable overlap · 5 shared positions

$JHG $UNIT $VZ $SNOW $MCD

$122M

69 positions

#9MBA Advisors LLCPassive

Notable overlap · 6 shared positions

$SNOW $JHG $WT $KKR $MCD $VZ

$260M

146 positions

#10Blackhawk Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$SNOW $JHG $VZ $WT $FCFS

$273M

141 positions

#11Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$SNOW $JHG $WT

$415M

51 positions

#12Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $SNOW

$237M

67 positions

#13Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$290M

485 positions

#14Darrow Company, Inc.Active

Notable overlap · 5 shared positions

$SNOW $KKR $APP $WT $HUM

$222M

56 positions

#15Whipplewood Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $MCD $HUM

$193M

1,065 positions

#16Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $WFC

$157M

103 positions

#17CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $KKR $UNIT $VZ $HUM

$156M

80 positions

#18RiverTree Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $FCFS $ET

$158M

60 positions

#19TT Capital Management LLCActive

Notable overlap · 3 shared positions

$JHG $VZ $ET

$121M

73 positions

#20Clearview Wealth Advisors LLC

Notable overlap · 5 shared positions

$JHG $SNOW $MCD $KKR $PNC

$158M

103 positions

#21Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $WT $ET

$195M

99 positions

#22Rise Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $KO $MCD

$284M

94 positions

#23Financial Enhancement Group LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $KKR $UNIT

$807M

135 positions

#24Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $MCD $AXP

$181M

87 positions

#25Medallion Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$JHG $SNOW $KKR $WT $HUM

$306M

1,121 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.