How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to WBI INVESTMENTS

13F Portfolio OverlapQ2 2026WBI INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

WBI INVESTMENTS, LLC is an institutional investor managing $403M across 286 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 WBI INVESTMENTS are MILLINGTON SECURITIES, McKinney, Carolina Wealth Advisors, with shared positions in $FGDL, $MO, $HPQ, $VZ, $BBY, $UPS. The full ranking of 25 similar funds is below.

#1MILLINGTON SECURITIES, LLC

Notable overlap · 10 shared positions

$FGDL $MO $HPQ $VZ $BBY $UPS

$362M

275 positions

#2McKinney Capital Management, LLCActive

Notable overlap · 9 shared positions

$BBY $MO $CPB $UPS $HPQ $SWKS

$254M

87 positions

#3Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$MO $BBY $VZ $HPQ $TPR $HRB

$255M

278 positions

#4Disciplined Equity Management, Inc.Smart money

Notable overlap · 7 shared positions

$MO $BBY $HPQ $VZ $PFE $CRWD

$226M

45 positions

#5Optimist Retirement Group LLCActive

Some overlap · 6 shared positions

$BBY $MO $HPQ $VZ $PFE $HRB

$259M

118 positions

#6AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 6 shared positions

$HPQ $VZ $MO $BBY $TPR $PFE

$197M

140 positions

#7Measured Risk Portfolios, Inc.Active

Some overlap · 6 shared positions

$MO $VZ $GIS $UPS $TROW $PFH

$112M

63 positions

#8Keystone Financial Planning, Inc.Smart money

Some overlap · 6 shared positions

$MO $VZ $UPS $PFE $TROW $BEN

$388M

39 positions

#9Verity & Verity, LLCActive

Some overlap · 5 shared positions

$MO $VZ $UPS $PFE $PFH

$1.5B

138 positions

#10CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 5 shared positions

$BBY $HPQ $UPS $PFE $PFH

$1.5B

184 positions

#11BAM Wealth Management, LLCPassive

Some overlap · 5 shared positions

$APH $IBKR $MO $MCK $TROW

$160M

166 positions

#12P.A.W. CAPITAL CORPPassive

Some overlap · 5 shared positions

$MO $VZ $UPS $PFE $PFH

$133M

66 positions

#13PARK CIRCLE CoActive

Some overlap · 5 shared positions

$MO $VZ $PFE $TROW $PFH

$117M

53 positions

#14Bell BankActive

Some overlap · 6 shared positions

$UPS $PFE $VZ $HPQ $SWKS $PFH

$2.6B

195 positions

#15CFC Planning Co LLCPassive

Some overlap · 4 shared positions

$MO $AXP $VZ $UPS

$171M

71 positions

#16Rayburn West Financial Services LLCPassive

Some overlap · 5 shared positions

$MO $AXP $UPS $VZ $PFE

$181M

81 positions

#17FOUNDATION RESOURCE MANAGEMENT INCActive

Some overlap · 5 shared positions

$HPQ $VZ $PFE $CPB $BEN

$860M

56 positions

#18Centennial Wealth Advisory LLCPassive

Some overlap · 7 shared positions

$PFE $TROW $VZ $MO $PFH $GIS

$463M

181 positions

#19Curat Global, LLCPassive

Some overlap · 5 shared positions

$APH $TPR $PFE $AXP $TROW

$122M

251 positions

#20Stockman Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$AXP $VZ $UPS $PFE $APH

$968M

178 positions

#21Commonwealth Retirement Investments LLCPassive

Some overlap · 5 shared positions

$MO $HPQ $TROW $BBY $PFH

$368M

417 positions

#22PROMETHIUM ADVISORS,LLCPassive

Some overlap · 5 shared positions

$MO $UPS $PFE $AXP $TROW

$208M

122 positions

#23Adams Asset Advisors, LLCActive

Some overlap · 5 shared positions

$MO $VZ $PFE $HPQ $UPS

$882M

88 positions

#24N10 WEALTH, LLCActive

Some overlap · 4 shared positions

$APH $AXP $MRVL $MCK

$282M

43 positions

#25N10 ASSETS, LLCActive

Some overlap · 4 shared positions

$APH $AXP $MRVL $MCK

$231M

34 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.