13F Pro

Hedge Funds Similar to Willow Financial

13F Portfolio OverlapQ1 2026Willow Financial portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Willow Financial LLC is an institutional investor managing $99M across 37 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 Willow Financial are MCCARTER PRIVATE WEALTH SERVICES, Wellington Shields, AMG National Bank, with shared positions in $SLV, $AXP, $EW. The full ranking of 3 similar funds is below.

#1MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Slight overlap · 3 shared positions
$SLV$AXP$EW
$290M
179 positions
#2Wellington Shields Capital Management, LLCPassive
Slight overlap · 3 shared positions
$AXP$EW$SLV
$788M
334 positions
#3AMG National Trust BankActive
Slight overlap · 3 shared positions
$SLV$AXP$EW
$4.9B
444 positions

Compare Willow 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 Willow 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.