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Hedge Funds Similar to Wealth Strategies,

13F Portfolio OverlapQ1 2026Wealth Strategies, portfolio →
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Most similar hedge funds by 13F overlap

Wealth Management Strategies, Inc. is an institutional investor managing $221M across 40 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 Wealth Strategies, are Garton & Associates Financial Advisors, Junk Investment Group,, Estabrook, with shared positions in $PNC, $IBM, $KKR, $MDT, $HUM, $__PARK_1390777. The full ranking of 25 similar funds is below.

#1Garton & Associates Financial Advisors LLCPassive
Slight overlap · 4 shared positions
$PNC$IBM$KKR$MDT
$122M
123 positions
#2Junk Investment Group, LLCPassive
Slight overlap · 4 shared positions
$PNC$IBM$KKR$HUM
$191M
88 positions
#3Estabrook Capital ManagementPassive
Slight overlap · 4 shared positions
$PNC$IBM$__PARK_1390777$MDT
$685M
380 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Slight overlap · 4 shared positions
$PNC$KKR$__PARK_1390777$MDT
$1.1B
105 positions
#5HAMEL ASSOCIATES, INC.Passive
Slight overlap · 3 shared positions
$PNC$IBM$__PARK_1390777
$351M
81 positions
#6GODSEY & GIBB, INCPassive
Slight overlap · 3 shared positions
$PNC$IBM$MDT
$1.1B
389 positions
#7Argyle Capital Management, LLCPassive
Slight overlap · 3 shared positions
$PNC$IBM$MDT
$308M
137 positions
#8WARNER FINANCIAL, INCActive
Slight overlap · 6 shared positions
$IBM$BRZE$AFRM$KKR$__PARK_1390777$HUM
$292M
135 positions
#9CONNING INC.Passive
Slight overlap · 3 shared positions
$PNC$IBM$__PARK_1390777
$3.0B
311 positions
#10CUTLER INVESTMENT COUNSEL LLCActive
Slight overlap · 3 shared positions
$PNC$IBM$MDT
$971M
146 positions
#11ENTRUST FINANCIAL LLCActive
Slight overlap · 5 shared positions
$PNC$IBM$BRZE$KKR$HUM
$143M
433 positions
#12Bogart Wealth, LLCPassive
Slight overlap · 4 shared positions
$PNC$IBM$BRZE$MDT
$2.6B
1,825 positions
#13WEIK CAPITAL MANAGEMENTActive
Slight overlap · 4 shared positions
$PNC$IBM$BRZE$HUM
$251M
90 positions
#14BRIAN LOW FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$PNC$IBM$MDT
$147M
116 positions
#15Granite Group Advisors, LLCActive
Slight overlap · 3 shared positions
$PNC$__PARK_1390777$MDT
$165M
86 positions
#16Wealth Advisors of Tampa Bay, LLCPassive
Slight overlap · 3 shared positions
$PNC$__PARK_1390777$MDT
$302M
93 positions
#17FIDELITY D & D BANCORP INCActive
Slight overlap · 3 shared positions
$PNC$IBM$HUM
$249M
107 positions
#18Westfuller Advisors, LLCPassive
Slight overlap · 5 shared positions
$IBM$BRZE$AFRM$KKR$__PARK_1390777
$232M
756 positions
#19EQUITY INVESTMENT CORPActive
Slight overlap · 3 shared positions
$PNC$MDT$WPC
$5.1B
71 positions
#20Strategic Wealth Partners, Ltd.Passive
Slight overlap · 3 shared positions
$PNC$IBM$MDT
$1.4B
1,479 positions
#21American Assets Investment Management, LLCActive
Slight overlap · 3 shared positions
$PNC$IBM$__PARK_1390777
$1.5B
146 positions
#22Charter Oak Capital Management, LLCActive
Slight overlap · 6 shared positions
$BRZE$AFRM$KKR$HUM$PNC$MDT
$1.3B
208 positions
#23North Capital, Inc.Active
Slight overlap · 5 shared positions
$IBM$BRZE$KKR$__PARK_1390777$HUM
$118M
93 positions
#24ENDEAVOR PRIVATE WEALTH, INC.Passive
Slight overlap · 5 shared positions
$BRZE$PNC$IBM$__PARK_1390777$HUM
$349M
202 positions
#25HANCOCK WHITNEY CORPPassive
Slight overlap · 4 shared positions
$PNC$KKR$__PARK_1390777$MDT
$5.8B
749 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.