13F Pro

Hedge Funds Similar to WINCAP FINANCIAL

13F Portfolio OverlapQ2 2026WINCAP FINANCIAL portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WINCAP FINANCIAL LLC is an institutional investor managing $185M across 91 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 WINCAP FINANCIAL are Titan Investment, Arnhold, Smith Group Asset, with shared positions in $JBL, $VRT, $BMY, $T, $PFE, $SONY. The full ranking of 25 similar funds is below.

#1Titan Investment Management LLCActive
Some overlap · 3 shared positions
$JBL$VRT$BMY
$135M
38 positions
#2Arnhold LLCActive
Some overlap · 5 shared positions
$VRT$BMY$T$PFE$SONY
$1.4B
113 positions
#3Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$JBL$KLAC$OKTA
$2.5B
166 positions
#4Round Hill Asset ManagementActive
Some overlap · 5 shared positions
$SYF$BMY$T$PFE$ATKR
$159M
62 positions
#5Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$KLAC$SYF$T$QCOM
$225M
151 positions
#6Polianta LtdActive
Some overlap · 5 shared positions
$SYF$TOL$OKTA$CART$DECK
$809M
86 positions
#7EDMP, INC.Passive
Some overlap · 5 shared positions
$AFL$BMY$T$BWA$ES
$124M
70 positions
#8Twelve Points Wealth Management LLCPassive
Some overlap · 4 shared positions
$JBL$BWA$ATKR$QCOM
$499M
213 positions
#9Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$KLAC$BMY$PFE$QCOM
$259M
118 positions
#10TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$KLAC$JBL$BWA$QCOM
$5.6B
182 positions
#11Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 4 shared positions
$KLAC$T$PFE$QCOM
$1.7B
162 positions
#12FCF Advisors LLCPassive
Some overlap · 3 shared positions
$KLAC$VRT$BMY
$544M
58 positions
#131834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$BMY$T$PFE$QCOM$ES
$883M
211 positions
#14Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$VRT$T
$238M
149 positions
#15Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$SYF$MAS$BMY$QCOM
$202M
58 positions
#16McKinney Capital Management, LLCActive
Some overlap · 4 shared positions
$KLAC$BMY$T$ES
$254M
87 positions
#17WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$VRT$T$PFE$QCOM
$245M
149 positions
#18MorganRosel Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$JBL$BWA
$296M
104 positions
#19ASSETMARK, INCPassive
Some overlap · 4 shared positions
$KLAC$SYF$T$QCOM
$58.2B
3,558 positions
#20Impax Asset Management Group plcActive
Some overlap · 3 shared positions
$KLAC$VRT$MAS
$15.4B
284 positions
#21AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$JBL$T$PFE
$197M
140 positions
#22Sanchez Gaunt Capital Management, LLCPassive
Some overlap · 4 shared positions
$SYF$T$KLAC$AFL
$179M
189 positions
#23PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$KLAC$VRT$JBL
$462M
86 positions
#24Seascape Capital ManagementPassive
Some overlap · 3 shared positions
$KLAC$VRT$QCOM
$417M
96 positions
#25Sidoxia Capital Management, LLCPassive
Some overlap · 3 shared positions
$TWLO$VRT$CART
$136M
88 positions

Compare WINCAP FINANCIAL’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WINCAP FINANCIAL’s holdings

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.