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Hedge Funds Similar to WBH ADVISORY

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

WBH ADVISORY INC is an institutional investor managing $1.5B across 363 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 WBH ADVISORY are American National Bank of Texas, Wilson & Boucher, Newton One Investments, with shared positions in $DOV, $STT, $GLDM, $MCD, $TT, $CMI. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive
Some overlap · 5 shared positions
$DOV$STT$GLDM$MCD$TT
$109M
52 positions
#2Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$DOV$CMI$PEP$TRV
$170M
121 positions
#3Newton One Investments LLCActive
Some overlap · 5 shared positions
$DOV$MCD$PEP$DE$STT
$392M
150 positions
#4Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$DOV$STT$GLDM$DE
$166M
570 positions
#5SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 4 shared positions
$DOV$CMI$STT$PEP
$217M
287 positions
#6Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$STT$MCD
$125M
54 positions
#7AA Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$DOV$GLDM$TRV$CSX$MCD
$840M
251 positions
#8Weil Company, Inc.Passive
Some overlap · 4 shared positions
$DOV$MCD$PSA$CSX
$580M
134 positions
#9Goldstone Financial Group, LLCPassive
Some overlap · 4 shared positions
$DOV$STT$MCD$TT
$1.1B
243 positions
#103EDGE Asset Management, LPActive
Some overlap · 3 shared positions
$DOV$STT$GLDM
$2.2B
94 positions
#11Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$PEP$STT
$610M
184 positions
#12Creekside PartnersPassive
Some overlap · 4 shared positions
$DOV$STT$MCD$DE
$276M
193 positions
#13UNITED BANKActive
Some overlap · 6 shared positions
$DOV$CMI$MCD$PEP$GLW$WM
$853M
130 positions
#14XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$DOV$STT$GLDM$DE
$929M
380 positions
#15Fingerlakes Wealth Management, Inc.Active
Some overlap · 5 shared positions
$DOV$MCD$CSX$GLW$STT
$186M
101 positions
#16Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$DOV$GLDM$DE$CSX
$1.1B
109 positions
#17PLANNING DIRECTIONS INCActive
Some overlap · 4 shared positions
$DOV$MCD$DE$PEP
$216M
110 positions
#18Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$DOV$CMI$DE
$336M
121 positions
#19New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$CMI$DE
$268M
50 positions
#20PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$DOV$STT$PEP
$728M
298 positions
#21Trellis Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$DOV$PEP$YUM
$299M
115 positions
#22Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$DOV$CMI$GLW
$391M
105 positions
#23CULBERTSON A N & CO INCActive
Some overlap · 7 shared positions
$CMI$MCD$PEP$TRV$STT$DE
$861M
137 positions
#24Foster Group, Inc.Active
Some overlap · 4 shared positions
$DOV$MCD$DE$TT
$3.7B
316 positions
#25BCR Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$DOV$PEP$DE
$356M
32 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.