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Hedge Funds Similar to Whipplewood Advisors,

13F Portfolio OverlapQ1 2026Whipplewood Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Whipplewood Advisors, LLC is an institutional investor managing $193M across 1,065 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 Whipplewood Advisors, are NBZ Investment Advisors, TT, Rise Advisors,, with shared positions in $JHG, $LEN, $ARKO, $BXSL, $EPD, $HUM. The full ranking of 25 similar funds is below.

#1NBZ Investment Advisors LLCActive
Notable overlap · 3 shared positions
$JHG$LEN$ARKO
$229M
73 positions
#2TT Capital Management LLCActive
Notable overlap · 3 shared positions
$JHG$BXSL$EPD
$121M
73 positions
#3Rise Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$HUM$MCD
$284M
94 positions
#4EPIQ PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$JHG$LEN$EPD
$214M
83 positions
#5Grant Street Asset Management, Inc.Smart money
Notable overlap · 3 shared positions
$JHG$MCD$LEN
$519M
96 positions
#6WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$JHG$MCD$HUM
$156M
139 positions
#7Medallion Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$JHG$ARKO$HUM
$306M
1,121 positions
#8New England Private Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$JHG$HUM$DOV$ARKO
$866M
194 positions
#9Destiny Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$JHG$HUM$DOV
$914M
1,148 positions
#10One Charles Private Wealth Services, LLCActive
Notable overlap · 4 shared positions
$JHG$ARKO$HUM$EPD
$400M
159 positions
#11MIDLAND WEALTH ADVISORS LLCSmart money
Notable overlap · 3 shared positions
$JHG$MCD$LEN
$1.9B
160 positions
#12Triton Financial Group IncPassive
Notable overlap · 3 shared positions
$JHG$LEN$ARKO
$57M
62 positions
#13CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$JHG$HUM$DOV
$648M
134 positions
#14Advisor OS, LLCPassive
Notable overlap · 3 shared positions
$JHG$HUM$MCD
$1.4B
575 positions
#15Ballast Rock Private Wealth LLCPassive
Notable overlap · 4 shared positions
$LEN$JHG$HUM$MCD
$181M
177 positions
#16MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$JHG$HUM$DOV
$144M
99 positions
#17Brightwater Advisory LLCActive
Some overlap · 3 shared positions
$LEN$HUM$DOV
$151M
60 positions
#18Midwestern Financial, LLC /IAActive
Some overlap · 3 shared positions
$LEN$HUM$DOV
$127M
54 positions
#19Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$JHG$DOV$MCD
$89M
81 positions
#20Secure Asset Management, LLCPassive
Some overlap · 3 shared positions
$JHG$DOV$MCD
$632M
327 positions
#21Hapanowicz & Associates Financial Services, IncSmart money
Some overlap · 4 shared positions
$LEN$HUM$MCD$DOV
$251M
31 positions
#22Future Financial Wealth Managment LLCActive
Some overlap · 3 shared positions
$JHG$HUM$PHK
$155M
128 positions
#23Clearwater Capital Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$ARKO$MCD
$1.2B
177 positions
#24BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 3 shared positions
$JHG$ARKO$NEA
$209M
103 positions
#25CRA Financial Services, LLCPassive
Some overlap · 3 shared positions
$HUM$LEN$JHG
$770M
296 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.