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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, LLC. is an institutional investor managing $444M across 215 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 Eliot Finkel Investment Counsel, TriCert Investment Counsel, Greystone Financial Group, with shared positions in $DE, $ITW, $DUK, $AMGN, $MCD, $AEP. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 6 shared positions
$DE$ITW$DUK$AMGN$MCD$AEP
$214M
33 positions
#2TriCert Investment Counsel Inc.Passive
Notable overlap · 5 shared positions
$DE$MS$RSG$DUK$AMGN
$1.1B
88 positions
#3Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$MS$DUK$HON$HONA$AMGN$MCD
$360M
73 positions
#4HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$ITW$DUK$HON$HONA$AMGN$MCD
$363M
92 positions
#5Riverview Trust CoActive
Some overlap · 6 shared positions
$DE$ITW$RY$CSX$AMGN$MCD
$84M
166 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$DE$DUK$ITW$RY$CSX$AMGN
$231M
125 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$MS$DUK$HON$HONA$AMGN$MCD
$292M
99 positions
#8COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DE$ITW$MS$MCD
$166M
90 positions
#9CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$DE$RSG$DUK$MCD
$767M
184 positions
#10OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$MS$DUK$HON$HONA$BNY$AEP
$230M
116 positions
#11Borer Denton & Associates, Inc.Passive
Some overlap · 5 shared positions
$ITW$HON$HONA$MCD$BNY
$305M
74 positions
#12Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$MS$DUK$AMGN$MCD
$1.1B
166 positions
#13CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$DE$RSG$MCD
$1.1B
156 positions
#14Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$DE$HON$HONA$AMGN
$814M
61 positions
#15Bull Street Advisors, LLCPassive
Some overlap · 7 shared positions
$RSG$DUK$HON$HONA$MS$D
$221M
92 positions
#16Capital Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$DE$MS$DUK$D$AMGN
$805M
155 positions
#17Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$DE$CIEN$CSX$MPC$MCD
$257M
258 positions
#18Broyhill Asset Management, LLCPassive
Some overlap · 5 shared positions
$FCNCA$HON$HONA$MS$DUK
$112M
77 positions
#19White Pine Investment COPassive
Some overlap · 4 shared positions
$MS$HON$HONA$MPC
$480M
68 positions
#20BAKER BOYER NATIONAL BANKSmart money
Some overlap · 5 shared positions
$DE$DUK$HON$HONA$MCD
$364M
94 positions
#21MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$ITW$HON$HONA$RSG
$1.3B
81 positions
#22Belleair Asset Management, LLCActive
Some overlap · 5 shared positions
$DE$DUK$HON$HONA$RY
$119M
84 positions
#23CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$RSG$DE$MS$BNY
$4.2B
299 positions
#24Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$DE$BKR$HONA
$1.1B
34 positions
#25Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$MS$RSG$DUK
$218M
125 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.