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Hedge Funds Similar to WINNOW WEALTH

13F Portfolio OverlapQ1 2026WINNOW WEALTH portfolio →
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Most similar hedge funds by 13F overlap

WINNOW WEALTH LLC is an institutional investor managing $130M across 123 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 WINNOW WEALTH are Thrive ,, Brindle & Bay Financial Advisors,, Center for Wealth Advisory, with shared positions in $GILD, $FLEX, $CF, $EOG, $VZ, $FOX. The full ranking of 25 similar funds is below.

#1Thrive Capital Management, LLCPassive
Notable overlap · 16 shared positions
$GILD$FLEX$CF$EOG$VZ$FOX
$456M
169 positions
#2Brindle & Bay Financial Advisors, LLCPassive
Notable overlap · 17 shared positions
$USB$CF$EOG$FOX$VZ$MO
$163M
67 positions
#3Center for Wealth Management AdvisoryActive
Notable overlap · 7 shared positions
$EOG$VZ$CME$USB$CCZ$MO
$139M
62 positions
#4Dominguez Wealth Management Solutions, Inc.Active
Notable overlap · 5 shared positions
$LEN$KMB$VZ$MU$MO
$165M
67 positions
#5Peak Retirement Planning, Inc.Passive
Notable overlap · 11 shared positions
$UTHR$EXEL$FLEX$MPWR$ELAN$MU
$501M
152 positions
#6NatWest Group plcActive
Notable overlap · 6 shared positions
$CF$CBOE$CME$GILD$CL$KMB
$462M
44 positions
#7LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$LEN$MU$GILD
$279M
80 positions
#8Carolina Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$GILD$VZ$MO$CL$ITW$CCZ
$240M
278 positions
#9First Washington CORPActive
Notable overlap · 5 shared positions
$LEN$CBOE$MU$CME$USB
$353M
50 positions
#10Disciplined Equity Management, Inc.Active
Notable overlap · 6 shared positions
$VZ$MO$USB$KHC$CAG$CF
$199M
44 positions
#11Cassia Capital Partners, LLCActive
Notable overlap · 3 shared positions
$LEN$EOG$VZ
$194M
67 positions
#12Measured Risk Portfolios, Inc.Passive
Some overlap · 5 shared positions
$VZ$MO$CME$KHC$KMB
$91M
66 positions
#13Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$GILD$SNA$EOG$CCZ$ITW
$105M
62 positions
#14Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$CF$EOG$GILD$VZ
$200M
53 positions
#15FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$GILD$MO$USB$VZ$CME
$1.5B
235 positions
#16SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CBOE$CME$UTHR$EXEL$CCZ
$664M
193 positions
#17Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$USB$UTHR$CBOE$MPWR$CME$EXEL
$552M
93 positions
#18Hillman Capital Management, Inc.Passive
Some overlap · 5 shared positions
$VZ$USB$CCZ$KHC$CAG
$144M
56 positions
#19Asset Management Advisors, LLCSmart money
Some overlap · 3 shared positions
$LEN$VZ$MU
$181M
17 positions
#20Summit Street Capital Management, LLCActive
Some overlap · 4 shared positions
$CF$MU$UTHR$FOX
$707M
31 positions
#21Keystone Financial Planning, Inc.Smart money
Some overlap · 5 shared positions
$VZ$MO$CME$USB$CL
$374M
40 positions
#22MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$GILD$MO$MU$USB
$115M
98 positions
#23Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$VZ$GILD$MO$CCZ$SNA
$613M
247 positions
#24Verity & Verity, LLCActive
Some overlap · 4 shared positions
$GILD$VZ$MO$VICI
$1.3B
138 positions
#25DEARBORN PARTNERS LLCActive
Some overlap · 4 shared positions
$VZ$CME$SNA$ITW
$1.8B
269 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.