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Hedge Funds Similar to Tradewinds

13F Portfolio OverlapQ2 2026Tradewinds portfolio →
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Most similar hedge funds by 13F overlap

Tradewinds Capital Management, LLC is an institutional investor managing $563M across 715 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 Tradewinds are McIlrath & Eck, Associates, Wealth Watch Advisors, with shared positions in $SIVR, $SBUX, $MCD, $XEL, $GLW, $HON. The full ranking of 25 similar funds is below.

#1McIlrath & Eck, LLC
Some overlap · 3 shared positions
$SIVR$SBUX$MCD
$1.3B
1,645 positions
#2Capital Management Associates, IncActive
Some overlap · 3 shared positions
$SIVR$XEL$MCD
$498M
153 positions
#3Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$SIVR$GLW$MCD
$309M
142 positions
#4JACOBS & CO/CAPassive
Some overlap · 7 shared positions
$SBUX$GLW$HON$HONA$UNP$MCD
$1.2B
134 positions
#5CONNING INC.Passive
Some overlap · 7 shared positions
$SBUX$GLW$ABT$BNY$TRV$UNP
$3.3B
327 positions
#6Borer Denton & Associates, Inc.Passive
Some overlap · 7 shared positions
$ABT$HON$HONA$UPS$BNY$UNP
$305M
74 positions
#7Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$ABT$HON$HONA$BNY$WFC$UNP
$108M
52 positions
#8PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$VMI$ABT$HON$HONA$MCD
$441M
87 positions
#9HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$ABT$HON$HONA$BNY$SBUX$UNP
$363M
92 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SBUX$ABT$HON$HONA$BNY$MCD
$297M
103 positions
#11Lincoln Capital LLCActive
Some overlap · 7 shared positions
$SBUX$UPS$BNY$GLW$TRV$UNP
$562M
137 positions
#12Silver Lake Advisory, LLCPassive
Some overlap · 5 shared positions
$VMI$GLW$ABT$GWW$MCD
$280M
109 positions
#13Wilson & Boucher Capital Management, LLC
Some overlap · 6 shared positions
$SBUX$ABT$HON$WFC$TRV$UNP
$170M
121 positions
#14Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$GLW$HON$HONA$BNY$WFC$UNP
$739M
344 positions
#15DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 6 shared positions
$HON$HONA$UPS$BNY$WFC$ENB
$1.2B
599 positions
#16Sulzberger Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$SIVR$ABT$MCD
$102M
53 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$SBUX$UPS$WFC$OKE$UNP$MCD
$233M
122 positions
#18HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SIVR$SBUX$ABT$UPS
$194M
108 positions
#19Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$HON$HONA$BNY$TRV$UNP$MCD
$87M
113 positions
#20OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$GLW$HON$HONA$UPS$BNY
$217M
118 positions
#21Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$SBUX$HON$HONA$BNY$MCD
$358M
74 positions
#22SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 6 shared positions
$GWW$ABT$HON$HONA$UNP$MCD
$643M
215 positions
#23Peoples Bank/KSPassive
Some overlap · 6 shared positions
$HON$BNY$WFC$UNP$MCD$ENB
$103M
98 positions
#24Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$GLW$HON$HONA$WFC$UNP
$250M
426 positions
#25CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$SBUX$GLW$BNY$WFC$UNP
$827M
181 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.