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Hedge Funds Similar to Weinberger Asset ,

13F Portfolio OverlapQ1 2026Weinberger Asset , portfolio →
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Most similar hedge funds by 13F overlap

Weinberger Asset Management, Inc is an institutional investor managing $267M across 92 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 Weinberger Asset , are Vigil Wealth ,, GQG Partners, GARDNER RUSSO & QUINN, with shared positions in $PM, $MO, $KMI, $HUM, $KO, $UNIT. The full ranking of 25 similar funds is below.

#1Vigil Wealth Management, LLCActive
Notable overlap · 4 shared positions
$PM$MO$KMI$HUM
$124M
75 positions
#2GQG Partners LLCActive
Notable overlap · 3 shared positions
$PM$MO$KO
$63.1B
81 positions
#3GARDNER RUSSO & QUINN LLCSmart money
Notable overlap · 3 shared positions
$PM$MO$KO
$8.5B
86 positions
#4Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 6 shared positions
$UNIT$BAC$PM$MO$GE$GEV
$166M
43 positions
#5Grove Street Fiduciary, LLCActive
Notable overlap · 6 shared positions
$UNIT$HUM$GE$GEV$WM$PM
$227M
74 positions
#6FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 3 shared positions
$UNIT$HUM$IAU
$176M
104 positions
#7ASPIRIANT, LLCActive
Notable overlap · 3 shared positions
$UNIT$HUM$CTVA
$3.5B
338 positions
#8SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$UNIT$IAU$BAC$EPD
$152M
119 positions
#9Asset Management Group, Inc.Passive
Notable overlap · 3 shared positions
$UNIT$HUM$CTVA
$619M
138 positions
#10AUXIER ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$PM$BAC$MO$KO
$696M
176 positions
#11Marmo Financial Group, LLCActive
Notable overlap · 3 shared positions
$UNIT$IAU$XYZ
$202M
38 positions
#12WALLER FINANCIAL PLANNING GROUP, INCActive
Notable overlap · 4 shared positions
$UNIT$HUM$PM$KO
$453M
74 positions
#13Gladwyn Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$UNIT$KO$GE$GEV$WM
$160M
82 positions
#14Arbor Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$UNIT$HUM$KO
$143M
56 positions
#15Whitaker-Myers Wealth Managers, LTD.Active
Notable overlap · 3 shared positions
$UNIT$GEV$KO
$502M
108 positions
#16Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$UNIT$IAU$HUM
$950M
192 positions
#17Veery Capital, LLCActive
Notable overlap · 3 shared positions
$UNIT$CTVA$BAC
$326M
96 positions
#18Kennon-Green & Company, LLCActive
Notable overlap · 3 shared positions
$PM$MO$KO
$122M
39 positions
#19SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$UNIT$HUM$GE$GEV$KMI
$272M
554 positions
#20Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$IAU$KMI$PCG
$171M
106 positions
#21Northwest Quadrant Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$UNIT$DE$PM$BAC
$481M
67 positions
#22Opal Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$PM$KO
$442M
606 positions
#23Gladstone Capital Management LLPSmart money
Some overlap · 3 shared positions
$PM$XYZ$GE
$996M
32 positions
#24Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$UNIT$BAC$KO
$743M
264 positions
#25Plum Street Advisors, LLCActive
Some overlap · 4 shared positions
$UNIT$IAU$CTVA$HUM
$289M
98 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.