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Hedge Funds Similar to Wisconsin Wealth Advisors,

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

Wisconsin Wealth Advisors, LLC is an institutional investor managing $117M across 90 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 Wisconsin Wealth Advisors, are Center for Wealth Advisory, Mascagni Wealth ,, Milestones Private Investment Advisors, with shared positions in $FITB, $SHW, $UNH, $CRM, $PLTR, $KKR. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive
Notable overlap · 3 shared positions
$FITB$SHW$UNH
$139M
62 positions
#2Mascagni Wealth Management, Inc.Passive
Notable overlap · 6 shared positions
$SHW$CRM$PLTR$KKR$CRWD$FTNT
$140M
127 positions
#3Milestones Private Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$FITB$SHW$AMAT
$114M
78 positions
#4Blue Zone Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$SHW$CRM$CRWD$BA$AXP$UNH
$491M
130 positions
#5Processus Wealth & Capital Management, LLCActive
Notable overlap · 4 shared positions
$AMAT$PLTR$CRWD$CRM
$147M
35 positions
#6Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$AMAT$CRM$CRWD$FTNT
$562M
62 positions
#7HC Advisors, LLCActive
Some overlap · 3 shared positions
$FITB$AXP$SAN
$149M
60 positions
#8RPG Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$CRM$BA$FTNT
$829M
92 positions
#9SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$AMAT$SHW$PLTR
$111M
52 positions
#10Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$SHW$PLTR$CRWD
$608M
1,182 positions
#11MADDEN SECURITIES CorpPassive
Some overlap · 5 shared positions
$PLTR$SHW$ENB$BA$PANW
$333M
113 positions
#12FRG Family Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$AMAT$SHW$BA$KKR
$611M
156 positions
#13MFA WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$SHW$BA$SAN$AXP$PANW
$508M
88 positions
#14Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$SHW$SAN$AXP$CRWD$PANW
$112M
97 positions
#15BURR FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$AMAT$PLTR$PANW
$126M
25 positions
#16CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$AMAT$CRM$AXP$PANW
$180M
58 positions
#17Optiver Holding B.V.Active
Some overlap · 6 shared positions
$PLTR$AMAT$CRWD$AXP$PANW$CRM
$289.5B
2,301 positions
#18Next Level Private LLCPassive
Some overlap · 3 shared positions
$FITB$BA$AMAT
$443M
175 positions
#19PCG Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$CRM$FITB
$395M
164 positions
#20Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$AMAT$PLTR$CRWD$PANW
$172M
76 positions
#21Legal Advantage Investments, Inc.Passive
Some overlap · 4 shared positions
$PLTR$AMAT$BA$PANW
$194M
79 positions
#22ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$FITB$PLTR$DHI
$1.8B
531 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$CRM$BA$SHW$FTNT$UNH$PANW
$117M
106 positions
#24Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$AMAT$CRWD$CRM$PANW$UNH
$13.2B
70 positions
#25BlueChip Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$FITB$GLTR$PANW
$228M
147 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.