13F Pro

Hedge Funds Similar to Wilmar Advisors

13F Portfolio OverlapQ1 2026Wilmar Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wilmar Advisors LLC is an institutional investor managing $116M across 27 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 Wilmar Advisors are Midwest Financial Group, CMG Global ,, LCM, with shared positions in $AMD, $MDY, $BA, $CEF, $GEV, $IBIT. The full ranking of 25 similar funds is below.

#1Midwest Financial Group LLCPassive
Some overlap · 4 shared positions
$AMD$MDY$BA$CEF
$234M
126 positions
#2CMG Global Holdings, LLCPassive
Some overlap · 5 shared positions
$MDY$BA$GEV$IBIT$GBTC
$210M
96 positions
#3LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$AMD$ETHA
$199M
110 positions
#4Audent Global Asset Management, LLCPassive
Some overlap · 5 shared positions
$MDY$AMD$COIN$IBIT$BA
$100M
51 positions
#5OMC Financial Services LTDActive
Some overlap · 3 shared positions
$AMD$CRWD$GEV
$258M
64 positions
#6KRS Capital Management, LLCActive
Some overlap · 3 shared positions
$AMD$CRWD$GEV
$163M
115 positions
#7Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$AMD$BA$COIN
$4.9B
41 positions
#8Henson-Edgewater Management, LLCPassive
Some overlap · 4 shared positions
$AMD$BA$CRWD$GEV
$157M
66 positions
#9Bay Rivers GroupPassive
Some overlap · 3 shared positions
$AMD$MDY$BA
$240M
109 positions
#10Robocap Asset Management LtdActive
Some overlap · 3 shared positions
$AMD$CRWD$ARM
$94M
23 positions
#11Broderick Brian CActive
Some overlap · 3 shared positions
$AMD$CRWD$GEV
$542M
95 positions
#12Cane Capital Partners, LLCPassive
Some overlap · 3 shared positions
$AMD$BA$CRWD
$229M
131 positions
#13RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$AMD$BA$CRWD
$829M
92 positions
#14Longitude (Cayman) Ltd.Passive
Some overlap · 4 shared positions
$AMD$GRWG$IBIT$ARM
$244M
51 positions
#15Nikko Asset Management Americas, Inc.Active
Some overlap · 3 shared positions
$AMD$CRWD$COIN
$7.1B
186 positions
#16Warm Springs Advisors Inc.Active
Some overlap · 3 shared positions
$AMD$CRWD$ETHA
$118M
48 positions
#17Once Capital Management, LLCActive
Some overlap · 3 shared positions
$AMD$CRWD$GBTC
$374M
22 positions
#18DRW Securities, LLCActive
Some overlap · 4 shared positions
$AMD$CRWD$GEV$SLV
$7.2B
1,242 positions
#19Optiver Holding B.V.Active
Some overlap · 4 shared positions
$AMD$CRWD$SLV$COIN
$289.5B
2,301 positions
#20SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$SLV$GRWG
$1.4B
558 positions
#21Gunderson Capital Management Inc.Passive
Some overlap · 3 shared positions
$AMD$GEV$ARM
$239M
46 positions
#22Montz Harcus Wealth Management LLCActive
Some overlap · 4 shared positions
$MDY$IBIT$BA$GBTC
$248M
93 positions
#23ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$AMD$CRWD$COIN$GEV
$482M
38 positions
#24PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AMD$BA$CRWD
$143M
96 positions
#25Balboa Wealth PartnersPassive
Some overlap · 3 shared positions
$AMD$MDY$BA
$596M
455 positions

Compare Wilmar 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 Wilmar 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.