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Hedge Funds Similar to W ADVISORS

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

W ADVISORS, LLC is an institutional investor managing $220M across 153 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 W ADVISORS are OmniStar Financial Group, FARMERS, ADVOCATE GROUP, with shared positions in $MS, $LMT, $BMY, $NEE, $PM, $SO. The full ranking of 25 similar funds is below.

#1OmniStar Financial Group, Inc.Passive
Some overlap · 7 shared positions
$MS$LMT$BMY$NEE$PM$SO
$217M
118 positions
#2FARMERS TRUST CO
Some overlap · 8 shared positions
$LMT$KR$NEE$MCD$PM$SO
$637M
203 positions
#3ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$MS$KR$BMY$MCD$SO$VZ
$665M
122 positions
#4Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$LMT$KR$BMY$MCD$VZ$BLK
$455M
57 positions
#5EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$MS$LMT$BMY$NEE$SO$T
$1.3B
58 positions
#6Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 7 shared positions
$LMT$BMY$MCD$NEE$VZ$T
$181M
75 positions
#7VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MS$BMY$NEE$SHEL$VZ$T
$1.1B
146 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$LMT$NEE$MCD$PM$SO$BLK
$529M
75 positions
#9Titan Investment Management LLCActive
Some overlap · 4 shared positions
$MS$LMT$BMY$PM
$135M
38 positions
#10Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$LMT$BMY$MCD$NEE$VZ$T
$327M
94 positions
#11Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$MS$LMT$PM$BLK$PH
$856M
89 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LMT$MCD$PM$SO$VZ$T
$233M
122 positions
#13FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$MS$LMT$NEE$PH
$383M
74 positions
#14P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$MS$BMY$PM$SHEL$VZ
$133M
66 positions
#15Integras Partners LLCPassive
Some overlap · 5 shared positions
$LMT$BMY$MCD$NEE$SO
$181M
100 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$LMT$NEE$MCD
$467M
118 positions
#17Mayflower Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$BMY$NEE$MS$MCD$SO$VZ
$1.2B
499 positions
#18CONNING INC.Passive
Some overlap · 5 shared positions
$MS$LMT$BMY$MCD$BLK
$3.3B
327 positions
#19Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$LMT$BMY$MCD$SO$VZ
$199M
38 positions
#20Cypress Capital, LLCActive
Some overlap · 4 shared positions
$LMT$KR$BMY$MCD
$370M
113 positions
#21Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$LMT$BMY$BLK
$202M
58 positions
#22DCM Advisors, LLCActive
Some overlap · 5 shared positions
$MS$MCD$PM$VZ$T
$253M
38 positions
#23INSIGHT 2811, INC.Active
Some overlap · 5 shared positions
$MS$LMT$SHEL$VZ$MCD
$259M
108 positions
#24Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$MS$NEE$PM$BLK$PH
$253M
63 positions
#25Mendel Capital Management LLCActive
Some overlap · 5 shared positions
$LMT$KR$VZ$BLK$PH
$222M
99 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.