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Hedge Funds Similar to Wernau Asset

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

Wernau Asset Management Inc. is an institutional investor managing $143M across 50 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 Wernau Asset are Griffith & Werner,, Huber, Financial Avengers,, with shared positions in $BAC, $PFE, $T, $VZ, $IBM, $DIS. The full ranking of 25 similar funds is below.

#1Griffith & Werner, Inc.Active
Notable overlap · 5 shared positions
$BAC$PFE$T$VZ$IBM
$202M
72 positions
#2Huber Capital Management LLCPassive
Notable overlap · 3 shared positions
$PFE$BAC$T
$647M
99 positions
#3Financial Avengers, Inc.Active
Notable overlap · 8 shared positions
$BAC$PFE$VZ$DIS$SBUX$T
$219M
151 positions
#4DCM Advisors, LLCActive
Some overlap · 5 shared positions
$BAC$T$VZ$DIS$PFE
$220M
38 positions
#5Disciplined Equity Management, Inc.Active
Some overlap · 5 shared positions
$PFE$T$VZ$KMI$F
$199M
44 positions
#6SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$BAC$PFE$DIS$KMI
$3.0B
40 positions
#7Provident Living Financial Services, Inc.Active
Some overlap · 3 shared positions
$BAC$T$VZ
$91M
48 positions
#8Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$PFE$BAC$DIS
$221M
32 positions
#9EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$PFE$T$BAC$SBUX
$1.4B
56 positions
#10Brandywine Global Investment Management, LLC
Some overlap · 5 shared positions
$BAC$T$VZ$DIS$IBM
$14.9B
601 positions
#11BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$BAC$PFE$DIS
$176M
78 positions
#12SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$T$PFE$VZ$IBM$KMI
$728M
79 positions
#13Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$PFE$BAC$VZ$IBM
$223M
109 positions
#14Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$BAC$PFE$VZ$IBM
$232M
44 positions
#15Unisphere EstablishmentActive
Some overlap · 4 shared positions
$PFE$BAC$KKR$IBM
$11.9B
50 positions
#16R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BAC$PFE$IBM$KMI
$172M
38 positions
#17Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$BAC$PFE$VZ$DIS$KMI$SBUX
$210M
79 positions
#18Arnhold LLCActive
Some overlap · 4 shared positions
$T$PFE$VZ$BAC
$1.4B
118 positions
#19Xcel Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BAC$PFE$VZ$F
$362M
133 positions
#20POM Investment Strategies, LLCPassive
Some overlap · 7 shared positions
$BAC$T$VZ$PFE$IBM$ED
$80M
433 positions
#21Round Hill Asset ManagementPassive
Some overlap · 3 shared positions
$PFE$T$DIS
$153M
62 positions
#22Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$T$PFE$VZ$IBM$KMI$SBUX
$147M
64 positions
#23Persium Advisors, LLCActive
Some overlap · 4 shared positions
$T$PFE$VZ$IBM
$127M
60 positions
#24EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 6 shared positions
$T$PFE$VZ$BAC$IBM$KMI
$278M
160 positions
#25Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$PFE$VZ$BAC$DIS
$2.8B
87 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.