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Hedge Funds Similar to WOODARD & ASSET GROUP /ADV

13F Portfolio OverlapQ1 2026WOODARD & ASSET GROUP /ADV portfolio →
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Most similar hedge funds by 13F overlap

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV is an institutional investor managing $625M across 176 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 WOODARD & ASSET GROUP /ADV are WIN ADVISORS,, JDM Financial Group, Cravens & Advisors,, with shared positions in $BDX, $WT, $FCX, $GE, $MU, $VLTO. The full ranking of 25 similar funds is below.

#1WIN ADVISORS, INCPassive
Notable overlap · 3 shared positions
$BDX$WT$FCX
$219M
78 positions
#2JDM Financial Group LLCActive
Some overlap · 3 shared positions
$BDX$GE$MU
$259M
318 positions
#3Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$VLTO$WT$GE
$154M
64 positions
#4Integrated Wealth Concepts LLCPassive
Some overlap · 3 shared positions
$BDX$DUK$WT
$12.5B
2,276 positions
#5SeaBridge Investment Advisors LLCPassive
Some overlap · 3 shared positions
$VLTO$AMGN$MU
$591M
188 positions
#6Worth Asset Management, LLCPassive
Some overlap · 3 shared positions
$VLTO$WT$MU
$268M
182 positions
#7CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$VLTO$DUK$CVS
$1.4B
178 positions
#8Quantum Financial Advisors, LLCActive
Some overlap · 3 shared positions
$VLTO$AMGN$MU
$891M
231 positions
#9SWS PartnersPassive
Some overlap · 4 shared positions
$VLTO$DUK$MU$MPC
$405M
112 positions
#10Intelligence Driven Advisers, LLCActive
Some overlap · 3 shared positions
$VLTO$GE$MU
$574M
130 positions
#11United Asset Strategies, Inc.Passive
Some overlap · 4 shared positions
$VLTO$WT$DUK$AMGN
$1.3B
257 positions
#12SECTOR GAMMA ASActive
Some overlap · 3 shared positions
$BDX$AMGN$CVS
$423M
42 positions
#13Bulwark Capital CorpActive
Some overlap · 3 shared positions
$VLTO$WT$GE
$162M
100 positions
#14Avantra Family Wealth, Inc.Passive
Some overlap · 6 shared positions
$WT$BDX$MU$GE$MPC$CVS
$134M
158 positions
#15Premier Path Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$LEN$WT$VLTO$GE
$767M
398 positions
#16Cassia Capital Partners, LLCActive
Some overlap · 3 shared positions
$LEN$WT$DUK
$194M
67 positions
#17HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$VLTO$DUK$AMGN
$407M
49 positions
#18LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LEN$GE$MU$AMGN
$279M
80 positions
#19Clear Creek Financial Management, LLCPassive
Some overlap · 3 shared positions
$LEN$WT$MU
$1.3B
608 positions
#20Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 3 shared positions
$LEN$WT$MU
$144M
387 positions
#21Reyes Financial Architecture, Inc.Passive
Some overlap · 4 shared positions
$LEN$WT$AMGN$DUK
$122M
348 positions
#22PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$VLTO$MU$CVS
$649M
283 positions
#23LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$VLTO$DUK$CVS$PYPL
$135M
83 positions
#24United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$VLTO$DUK$NUE$MPC
$660M
111 positions
#25Code Waechter LLCPassive
Some overlap · 3 shared positions
$LEN$DUK$AMGN
$168M
118 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.