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 Wealth Advisors of Tampa Bay

13F Portfolio OverlapQ2 2026Wealth Advisors of Tampa Bay portfolio →

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Most similar hedge funds by 13F overlap

Wealth Advisors of Tampa Bay, LLC is an institutional investor managing $327M across 94 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 Wealth Advisors of Tampa Bay are Eliot Finkel Investment Counsel, FORESIGHT ADVISORS, CORDA Investment, with shared positions in $GLW, $ADI, $MCD, $LMT, $GD, $VZ. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GLW $ADI $MCD $LMT $GD

$214M

33 positions

#2FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 5 shared positions

$GLW $VZ $PNC $BMY $O

$206M

80 positions

#3CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$GLW $BNY $VZ $MCD $MDT $PFE

$1.6B

85 positions

#4VALICENTI ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$GLW $VZ $MCD $BMY $GRMN

$530M

83 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ETR $VZ $T $MCD $LMT $MDT

$233M

122 positions

#6GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$GLW $ETR $PNC $T $MDT $TFC

$1.2B

383 positions

#7Werlinich Asset Management, LLCActive

Notable overlap · 6 shared positions

$GLW $LMT $BX $GD $WM $PFE

$262M

58 positions

#8CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$GLW $BNY $BX $UBER $BMY

$2.0B

76 positions

#9Westchester Capital Management, Inc.Active

Notable overlap · 9 shared positions

$BNY $WM $MCD $LMT $MDT $CRM

$555M

46 positions

#10Randolph Co IncActive

Notable overlap · 4 shared positions

$GLW $BX $MDT $GD

$1.2B

47 positions

#11Miramar Capital, LLCPassive

Notable overlap · 8 shared positions

$WM $VZ $MCD $LMT $BMY $GD

$455M

57 positions

#12CONNING INC.Passive

Notable overlap · 8 shared positions

$GLW $PNC $BMY $BNY $BBY $MCD

$3.3B

327 positions

#13Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$BNY $VZ $PNC $LMT $MDT $GD

$159M

62 positions

#14LAWOOD & COPassive

Notable overlap · 4 shared positions

$GLW $VZ $NEE $TFC

$148M

95 positions

#15CORRADO ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$GLW $VZ $T $LMT $NEE

$217M

120 positions

#16UNITED BANKActive

Notable overlap · 5 shared positions

$GLW $WM $MCD $GD $LMT

$853M

130 positions

#17Karras Company, Inc.Active

Notable overlap · 4 shared positions

$GLW $LMT $UBER $NOW

$110M

61 positions

#18Founders Capital ManagementActive

Notable overlap · 3 shared positions

$GLW $LMT $MCD

$231M

420 positions

#19Inman Jager Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$ETR $VZ $MCD $LMT $MMM $PFE

$188M

90 positions

#20BCWM, LLCPassive

Notable overlap · 6 shared positions

$GRMN $VZ $T $LMT $BMY $PFE

$342M

57 positions

#21CapWealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLW $T $NEE

$1.5B

118 positions

#22Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$WM $VZ $MCD $LMT $BMY $PFE

$199M

38 positions

#23J.P. Marvel Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$GLW $MMM $BMY $MDT

$871M

64 positions

#24Cornerstone Capital, Inc.Active

Notable overlap · 4 shared positions

$GLW $VZ $UBER $PFE

$1.1B

120 positions

#25NovaPoint Capital, LLCPassive

Notable overlap · 4 shared positions

$GLW $GRMN $GD $MDT

$481M

161 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.