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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
$110M
56 positions
#2Wilson & Boucher Capital Management, LLC
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
$397M
146 positions
#4Copia Wealth Management
Some overlap · 4 shared positions
$DOV$STT$GLDM$DE
$166M
570 positions
#5SECURITY NATIONAL BANK OF SO DAK
Some overlap · 4 shared positions
$DOV$CMI$STT$PEP
$207M
119 positions
#6Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$STT$MCD
$123M
57 positions
#7AA Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$DOV$GLDM$TRV$CSX$MCD
$832M
230 positions
#8Weil Company, Inc.Passive
Some overlap · 4 shared positions
$DOV$MCD$PSA$CSX
$568M
133 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
$797M
340 positions
#15Fingerlakes Wealth Management, Inc.Passive
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
106 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
$291M
49 positions
#22Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$DOV$CMI$GLW
$151M
58 positions
#23CULBERTSON A N & CO INCActive
Some overlap · 7 shared positions
$CMI$MCD$PEP$TRV$STT$DE
$859M
140 positions
#24Foster Group, Inc.Active
Some overlap · 4 shared positions
$DOV$MCD$DE$TT
$3.8B
318 positions
#25BCR Wealth Strategies, LLCSmart money
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.