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Hedge Funds Similar to Whipplewood Advisors

13F Portfolio OverlapQ3 2026Whipplewood Advisors portfolio →
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Most similar hedge funds by 13F overlap

Whipplewood Advisors, LLC is an institutional investor managing $148M across 200 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Whipplewood Advisors are Muzinich, Mallini Complete Financial Planning, Sound Income Strategies, with shared positions in $ARCC, $BXSL, $GBDC, $HCXY, $TSLX, $CGBD. The full ranking of 25 similar funds is below.

#1Muzinich & Co., Inc.Active
Notable overlap · 7 shared positions
$ARCC$BXSL$GBDC$HCXY$TSLX$CGBD
$301M
23 positions
#2Mallini Complete Financial Planning LLCSmart money
Notable overlap · 6 shared positions
$ARCC$EPD$DOV$PFN$TSLX$ET
$143M
72 positions
#3Sound Income Strategies, LLCPassive
Notable overlap · 5 shared positions
$ARCC$BXSL$GBDC$HCXY$TSLX
$2.2B
478 positions
#4Smith Asset Management Co., LLCActive
Notable overlap · 4 shared positions
$ARCC$DFP$DSU$NVG
$123M
73 positions
#5Addis & Hill, IncSmart money
Notable overlap · 3 shared positions
$DOV$EPD$ET
$181M
29 positions
#6Leading Edge Financial Planning LLCActive
Notable overlap · 3 shared positions
$DOV$EPD$VGM
$483M
72 positions
#7Melia Wealth LLCSmart money
Notable overlap · 3 shared positions
$ARCC$HCXY$TSLX
$174M
23 positions
#8Progeny 3, Inc.Active
Notable overlap · 5 shared positions
$EPD$ARCC$TSLX$BXSL$ET
$1.9B
29 positions
#9Prairiewood Capital, LLCActive
Notable overlap · 3 shared positions
$ARCC$GBDC$VKI
$396M
78 positions
#10Perissos Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$BXSL$EPD$BX
$148M
79 positions
#11TECTONIC ADVISORS LLCPassive
Some overlap · 5 shared positions
$HCXY$ARCC$EPD$TSLX$ET
$2.2B
277 positions
#12Creekside PartnersPassive
Some overlap · 5 shared positions
$DOV$PHK$MCD$HYT$EPD
$276M
193 positions
#13ARES MANAGEMENT LLCSmart money
Some overlap · 6 shared positions
$ARCC$GBDC$TSLX$BXSL$HCXY$CGBD
$2.3B
44 positions
#14GraniteShares Advisors LLCPassive
Some overlap · 4 shared positions
$EPD$GBDC$DSU$PHK
$156M
90 positions
#15CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DOV$ARCC$ARES
$184M
143 positions
#16Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$EPD$MCD
$212M
171 positions
#17Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$MCD$UNP
$701M
111 positions
#18Inscription Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$UNP
$1.1B
791 positions
#19McGowan Group Asset Management, Inc.Active
Some overlap · 5 shared positions
$HYT$EPD$ET$NVG$NZF
$823M
154 positions
#20AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$ARCC$MCD
$840M
251 positions
#21WALNUT PRIVATE EQUITY PARTNERS, LLCActive
Some overlap · 3 shared positions
$EPD$BX$ET
$183M
15 positions
#22Kamunting Street Capital Management, L.P.Active
Some overlap · 3 shared positions
$EPD$BX$ET
$179M
25 positions
#23LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$EPD$BX$ET
$489M
244 positions
#24Fort Sheridan Advisors LLCPassive
Some overlap · 3 shared positions
$EPD$BX$ET
$928M
299 positions
#25Windsor Advisory Group, LLCActive
Some overlap · 3 shared positions
$DOV$EPD$BXSL
$138M
97 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.