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Hedge Funds Similar to Winter & Associates,

13F Portfolio OverlapQ1 2026Winter & Associates, portfolio →
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Most similar hedge funds by 13F overlap

Winter & Associates, Inc. is an institutional investor managing $133M across 85 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 Winter & Associates, are Tandem Investment Partners, FIDELIS iM,, GLR Partners,, with shared positions in $REGN, $BRZE, $MDY, $WT, $IBM, $HON. The full ranking of 25 similar funds is below.

#1Tandem Investment Partners LLCPassive
Notable overlap · 6 shared positions
$REGN$BRZE$MDY$WT$IBM$HON
$118M
73 positions
#2FIDELIS iM, LLCSmart money
Notable overlap · 4 shared positions
$BRZE$WT$COP$SCHW
$264M
25 positions
#3GLR Partners, LLCPassive
Notable overlap · 5 shared positions
$REGN$WT$MDY$ISRG$LRCX
$183M
100 positions
#4Madison Park Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$BRZE$MDY$REGN
$127M
62 positions
#5CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 4 shared positions
$BRZE$NKE$COP$SCHW
$532M
162 positions
#6Argo Wealth Advisory, LLCActive
Notable overlap · 4 shared positions
$REGN$WT$HON$UNH
$170M
48 positions
#7Provident Wealth Management, LLCActive
Notable overlap · 4 shared positions
$REGN$WT$HON$UNH
$331M
134 positions
#8Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$BRZE$NKE$UPST$IBM
$1.1B
121 positions
#9Ankerstar Wealth, LLCPassive
Notable overlap · 6 shared positions
$WT$REGN$COP$BRZE$NKE$HON
$95M
955 positions
#10Good Harbor Advisors, Inc.Passive
Notable overlap · 4 shared positions
$BRZE$WT$COP$MDY
$92M
82 positions
#11McGrath & Associates, Inc.Active
Notable overlap · 3 shared positions
$NKE$WT$BRZE
$68M
41 positions
#12Charis Legacy Partners, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$WT$UPST
$68M
27 positions
#13Joseph Group Capital ManagementPassive
Notable overlap · 3 shared positions
$BRZE$WT$LRCX
$400M
379 positions
#14M Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$WT$PLTR
$119M
55 positions
#15Clarity Capital Advisors, LLCActive
Notable overlap · 5 shared positions
$BRZE$COP$NKE$UPST$SCHW
$215M
95 positions
#16COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 3 shared positions
$BRZE$NKE$PLTR
$97M
56 positions
#17Falcon Wealth PlanningActive
Notable overlap · 5 shared positions
$NKE$WT$UPST$SCHW$ISRG
$1.5B
236 positions
#18WADDELL & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$MDY$WT$BRZE
$1.8B
451 positions
#19SAM Advisors, LLCSmart money
Notable overlap · 4 shared positions
$BRZE$XYZ$SCHW$COP
$319M
47 positions
#20SwitchPoint Financial Planning, LLCActive
Notable overlap · 4 shared positions
$NKE$BRZE$IBM$SCHW
$147M
64 positions
#21ARBOR TRUST WEALTH ADVISORS, LLCPassive
Notable overlap · 6 shared positions
$WT$MDY$COP$SCHW$IBM$HON
$228M
90 positions
#22AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 3 shared positions
$REGN$WT$SCHW
$206M
97 positions
#23Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$NKE$BRZE$UPST$COP$UNH
$607M
110 positions
#24White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$BRZE$COP$SCHW$UPST
$721M
145 positions
#25Index Fund Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$NKE$BRZE$UPST$SCHW
$2.2B
127 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.