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Hedge Funds Similar to Wisconsin Wealth Advisors

13F Portfolio OverlapQ3 2026Wisconsin Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Wisconsin Wealth Advisors, LLC is an institutional investor managing $119M across 84 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wisconsin Wealth Advisors are RPG Investment Advisory, AGP FRANKLIN, Thomasville National Bank, with shared positions in $CRWD, $PLTR, $FTNT, $BA, $ENB, $AXP. The full ranking of 25 similar funds is below.

#1RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$FTNT$BA
$540M
85 positions
#2AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$BA
$231M
93 positions
#3Thomasville National BankPassive
Some overlap · 5 shared positions
$CRWD$ENB$AXP$CRM$UBER
$1.8B
241 positions
#4MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$PLTR$ENB$BA$CRWD
$378M
343 positions
#5Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$CRM
$269M
51 positions
#6Altrafin AGActive
Some overlap · 3 shared positions
$CRWD$FTNT$UBER
$255M
44 positions
#7Wedbush Fund Advisers, LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$CRM
$1.1B
103 positions
#8GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$CRWD$BA$UBER$CRM
$176M
113 positions
#9Palacios Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$CRWD$PLTR$UBER$TWLO$CRM
$169M
76 positions
#10BLODGETT WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$CRWD$AXP$UBER$PLTR$CRM
$147M
66 positions
#11Destiny Wealth Partners, LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$UBER
$709M
186 positions
#12BIRCHBROOK, INC.Active
Some overlap · 4 shared positions
$CRWD$FTNT$CRM$UBER
$209M
295 positions
#13KRS Capital Management, LLCActive
Some overlap · 5 shared positions
$FTNT$CRWD$AXP$PLTR$TWLO
$225M
122 positions
#14LITTLEJOHN FINANCIAL SERVICES, INC.Active
Some overlap · 4 shared positions
$FTNT$PLTR$CRM$UBER
$138M
71 positions
#15Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$CRWD$PLTR$UBER
$868M
1,314 positions
#16LAKE STREET PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$BA$UBER
$908M
279 positions
#17Stelac Advisory Services LLCPassive
Some overlap · 4 shared positions
$CRWD$FTNT$PLTR$ADBE
$537M
168 positions
#18Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$BA$CRWD$AXP$CRM$UBER
$825M
104 positions
#19Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$ENB$PLTR
$124M
99 positions
#20Menard Financial Group LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$AXP
$184M
80 positions
#21PeakShares LLCActive
Some overlap · 4 shared positions
$CRWD$PLTR$AXP$UBER
$134.4B
122 positions
#22Realta Investment AdvisorsPassive
Some overlap · 3 shared positions
$CRWD$PLTR$AXP
$342M
362 positions
#23High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$UBER
$586M
959 positions
#24One Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$DHI$ENB$ADBE$CRM
$3.6B
522 positions
#25SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoActive
Some overlap · 4 shared positions
$CRWD$PLTR$BLDR$UBER
$181M
57 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.