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Hedge Funds Similar to Wise Wealth Partners

13F Portfolio OverlapQ2 2026Wise Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Wise Wealth Partners is an institutional investor managing $59M across 43 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 Wise Wealth Partners are Midwest Financial Partners Investments, Yoffe Investment, Aegis Wealth, with shared positions in $MMM, $HON, $HONA. The full ranking of 19 similar funds is below.

#1Midwest Financial Partners Investments, Inc.Active
Some overlap · 3 shared positions
$MMM$HON$HONA
$241M
80 positions
#2Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$HON$HONA$MMM
$87M
113 positions
#3Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$MMM$HON$HONA
$213M
160 positions
#4CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$MMM$HON$HONA
$236M
232 positions
#5CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$HON$HONA$MMM
$5.2B
56 positions
#6Luken Investment Analytics, LLCActive
Some overlap · 3 shared positions
$MMM$HON$HONA
$286M
170 positions
#7TL Private WealthSmart money
Some overlap · 3 shared positions
$HONA$MMM$HON
$273M
54 positions
#8HOME FEDERAL BANK OF TENNESSEESmart money
Slight overlap · 3 shared positions
$HON$MMM$HONA
$463M
114 positions
#9OmniStar Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$HON$HONA$MMM
$217M
118 positions
#10ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Slight overlap · 3 shared positions
$HON$HONA$MMM
$177M
158 positions
#11FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Slight overlap · 3 shared positions
$HON$HONA$MMM
$492M
156 positions
#12LYNCH & ASSOCIATES/INPassive
Slight overlap · 3 shared positions
$MMM$HON$HONA
$573M
129 positions
#13KLINGENSTEIN FIELDS & CO LPActive
Slight overlap · 3 shared positions
$MMM$HON$HONA
$2.9B
195 positions
#14Keystone Financial Group, Inc.Active
Slight overlap · 3 shared positions
$MMM$HON$HONA
$191M
122 positions
#15All Terrain Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$MMM$HON$HONA
$615M
157 positions
#16Cherry Creek Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$MMM$HON$HONA
$254M
128 positions
#17DT Investment Partners, LLCActive
Slight overlap · 3 shared positions
$MMM$HON$HONA
$1.3B
512 positions
#18NCP Inc.Active
Slight overlap · 3 shared positions
$HON$HONA$MMM
$72M
78 positions
#19MILLER WEALTH ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$HON$HONA$MMM
$237M
122 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.