How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to WINNOW WEALTH

13F Portfolio OverlapQ2 2026WINNOW WEALTH portfolio →

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Most similar hedge funds by 13F overlap

WINNOW WEALTH LLC is an institutional investor managing $147M across 137 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WINNOW WEALTH are Brindle & Bay Financial Advisors, Thrive, Peak Retirement Planning, with shared positions in $SNA, $TROW, $MO, $CL, $KMB, $ITW. The full ranking of 25 similar funds is below.

#1Brindle & Bay Financial Advisors, LLCActive

Substantial overlap · 16 shared positions

$SNA $TROW $MO $CL $KMB $ITW

$200M

86 positions

#2Thrive Capital Management, LLCPassive

Substantial overlap · 16 shared positions

$FLEX $KMB $MO $TROW $ITW $SNA

$530M

170 positions

#3Peak Retirement Planning, Inc.Passive

Substantial overlap · 15 shared positions

$EXEL $FLEX $NBIX $RL $ELAN $THC

$632M

194 positions

#4Oakmont Advisory Group, LLCPassive

Notable overlap · 16 shared positions

$FLEX $GLDI $NBIX $EXEL $RL $MPWR

$119M

526 positions

#5Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$MO $CL $VZ $TROW $ITW $PEP

$255M

278 positions

#6Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$FLEX $CF $VZ $FOX $PEP

$513M

70 positions

#7Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$USB $GILD $VZ $PEP $CME $CL

$159M

62 positions

#8Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$MO $TROW $VZ $KMB $KHC $CME

$112M

63 positions

#9Keystone Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$MO $USB $TROW $VZ $CME $CL

$388M

39 positions

#10CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$SNA $GILD $USB $CL $TROW

$6.4B

290 positions

#11Horizon Advisory Services, Inc.Smart money

Notable overlap · 5 shared positions

$CF $EOG $PHM $TROW $FOX

$238M

50 positions

#12COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 5 shared positions

$USB $CL $EOG $ITW $PEP

$543M

43 positions

#13Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$MO $TROW $VZ $ITW $PEP

$249M

35 positions

#14SEIZERT CAPITAL PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$SNA $PHM $NBIX $UTHR $ZM

$2.4B

181 positions

#15Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$GILD $EOG $TROW $VZ $PEP

$274M

58 positions

#16Graetz Wealth LLCActive

Notable overlap · 9 shared positions

$THC $FLEX $EXEL $RL $NBIX $ELAN

$125M

84 positions

#17Disciplined Equity Management, Inc.Smart money

Notable overlap · 5 shared positions

$MO $USB $VZ $KHC $CF

$226M

45 positions

#18NatWest Group plcActive

Notable overlap · 6 shared positions

$CF $CBOE $CME $CL $GILD $KMB

$560M

48 positions

#19Center For Asset Management LLCPassive

Notable overlap · 6 shared positions

$MO $UTHR $VZ $FOX $CF $EXEL

$225M

151 positions

#20Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$GILD $MO $VZ $VICI $PEP

$1.5B

138 positions

#21PCB Capital LLCPassive

Some overlap · 4 shared positions

$FLEX $VZ $USB $PEP

$82M

114 positions

#22Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$USB $VZ $TROW $PEP $ITW

$261M

101 positions

#23TECTONIC ADVISORS LLCActive

Some overlap · 5 shared positions

$MO $VZ $GILD $VICI $PEP

$2.1B

289 positions

#24Miramar Capital, LLCPassive

Some overlap · 5 shared positions

$EOG $VZ $PEP $CME $SNA

$455M

57 positions

#25Integras Partners LLCPassive

Some overlap · 4 shared positions

$USB $GILD $CL $ITW

$181M

100 positions

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View WINNOW WEALTH’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.