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Hedge Funds Similar to Wernau Asset

13F Portfolio OverlapQ2 2026Wernau Asset portfolio →
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Most similar hedge funds by 13F overlap

Wernau Asset Management Inc. is an institutional investor managing $193M across 51 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wernau Asset are Disciplined Equity, Orographic Financial Advisors, Inlight Wealth, with shared positions in $PFE, $T, $VZ, $KMI, $F, $DIS. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$PFE$T$VZ$KMI$F
$226M
45 positions
#2Orographic Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$T$PFE$DIS$VZ$KMI$SBUX
$151M
105 positions
#3Inlight Wealth Management, LLCActive
Some overlap · 3 shared positions
$PFE$T$VZ
$315M
62 positions
#4Dynamic Financial GroupSmart money
Some overlap · 3 shared positions
$PFE$T$VZ
$132M
76 positions
#5BCWM, LLCPassive
Some overlap · 4 shared positions
$PFE$T$VZ$KMI
$342M
57 positions
#6Round Hill Asset ManagementActive
Some overlap · 3 shared positions
$PFE$T$DIS
$159M
62 positions
#7Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$T$PFE$DIS$VZ
$160M
124 positions
#8John Boyer, Inc.Smart money
Some overlap · 4 shared positions
$PFE$VZ$T$ED
$115M
39 positions
#9Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$PFE$DIS$VZ$KMI
$3.2B
82 positions
#10Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$PFE$T$VZ
$213M
71 positions
#11SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$T$PFE$VZ$KMI
$606M
79 positions
#12Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$PFE$DIS$VZ
$138M
54 positions
#13Crabel Capital Management, LLCActive
Some overlap · 3 shared positions
$PFE$DIS$VZ
$137M
51 positions
#14Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$T$DIS$VZ$PFE$ED
$620M
86 positions
#15Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$PFE$T$VZ$KMI$SBUX
$151M
70 positions
#161834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$PFE$T$VZ$KMI$F
$883M
211 positions
#17Keystone Financial Planning, Inc.Active
Some overlap · 3 shared positions
$PFE$VZ$T
$388M
39 positions
#18Stamos Capital Partners, L.P.Passive
Some overlap · 4 shared positions
$T$PFE$DIS$VZ
$653M
140 positions
#19EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$PFE$T$SBUX
$1.3B
58 positions
#20Lombard Odier Asset Management (USA) CorpPassive
Some overlap · 3 shared positions
$PFE$DIS$KMI
$727M
142 positions
#21Persium Advisors, LLCSmart money
Some overlap · 3 shared positions
$T$PFE$VZ
$153M
69 positions
#22Arnhold LLCActive
Some overlap · 3 shared positions
$T$PFE$VZ
$1.4B
113 positions
#23DCM Advisors, LLCActive
Some overlap · 4 shared positions
$PFE$DIS$T$VZ
$253M
38 positions
#24Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$PFE$VZ$F
$214M
72 positions
#25Ally Financial Inc.Active
Some overlap · 4 shared positions
$PFE$DIS$VZ$KKR
$775M
131 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.