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Hedge Funds Similar to TradeWell Securities,

13F Portfolio OverlapQ1 2026TradeWell Securities, portfolio →
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Most similar hedge funds by 13F overlap

TradeWell Securities, LLC. is an institutional investor managing $237M 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 TradeWell Securities, are apricus wealth,, United of KS,, V. M. MANNING & ,, with shared positions in $NUE, $OKE, $DUK, $KR, $IBM, $TFC. The full ranking of 25 similar funds is below.

#1apricus wealth, LLCPassive
Some overlap · 4 shared positions
$NUE$OKE$DUK$KR
$205M
120 positions
#2United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$NUE$DUK$IBM$TFC
$660M
111 positions
#3V. M. MANNING & CO., INC.
Some overlap · 3 shared positions
$NUE$DUK$IBM
$99M
54 positions
#4Lakeside Advisors, INC.Active
Slight overlap · 3 shared positions
$NUE$KR$GE
$150M
65 positions
#5SEAVIEW INVESTMENT MANAGERS LLCPassive
Slight overlap · 3 shared positions
$NUE$AXP$IBM
$277M
73 positions
#6HUDSON EDGE INVESTMENT PARTNERS INC.Active
Slight overlap · 3 shared positions
$NUE$OKE$DUK
$684M
101 positions
#7SEARLE & CO.Passive
Slight overlap · 4 shared positions
$NUE$AXP$NOC$IBM
$398M
194 positions
#8Decker Wealth Management LLCPassive
Slight overlap · 3 shared positions
$NUE$DUK$IBM
$441M
105 positions
#9Counterweight Ventures, LLCPassive
Slight overlap · 3 shared positions
$NUE$DUK$GE
$178M
80 positions
#10Pathway Financial Advisers, LLCPassive
Slight overlap · 4 shared positions
$OKE$DUK$STLD$IBM
$354M
164 positions
#11WOODARD & CO ASSET MANAGEMENT GROUP INC /ADVActive
Slight overlap · 4 shared positions
$DUK$NUE$LEN$GE
$625M
176 positions
#12Farringdon Capital, Ltd.Passive
Slight overlap · 3 shared positions
$OKE$DUK$LEN
$457M
359 positions
#13Fulcrum Equity ManagementPassive
Slight overlap · 3 shared positions
$OKE$DUK$LEN
$103M
127 positions
#14William B. Walkup & Associates, Inc.Active
Slight overlap · 4 shared positions
$NUE$NOC$IBM$TFC
$167M
163 positions
#15Sage Capital Management, LLCPassive
Slight overlap · 4 shared positions
$OTIS$OKE$AXP$IBM
$213M
163 positions
#16BONNESS ENTERPRISES INCActive
Slight overlap · 3 shared positions
$NUE$GE$IBM
$273M
39 positions
#17Trust Investment AdvisorsPassive
Slight overlap · 4 shared positions
$OKE$DUK$MSI$IBM
$171M
89 positions
#18Smart Portfolios, LLCPassive
Slight overlap · 3 shared positions
$OTIS$OKE$IBM
$100M
99 positions
#19Andrew Hill Investment Advisors, Inc.Passive
Slight overlap · 4 shared positions
$OKE$DUK$GE$IBM
$112M
54 positions
#20Regal Partners LtdActive
Slight overlap · 3 shared positions
$NUE$STLD$TFC
$1.8B
106 positions
#21L & S Advisors IncPassive
Slight overlap · 3 shared positions
$OKE$DUK$NOC
$795M
233 positions
#22Jackson Hole Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$OKE$DUK$IBM
$605M
313 positions
#23TECTONIC ADVISORS LLCActive
Slight overlap · 3 shared positions
$OKE$DUK$IBM
$1.9B
267 positions
#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$OKE$DUK$IBM
$220M
148 positions
#25Advisors Capital Management, LLCPassive
Slight overlap · 3 shared positions
$OKE$DUK$IBM
$8.6B
566 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.