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Hedge Funds Similar to Wealth Strategies

13F Portfolio OverlapQ2 2026Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Wealth Management Strategies, Inc. is an institutional investor managing $256M across 45 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 Strategies are MATRIX ASSET ADVISORS, VISTA INVESTMENT, Wealth Advisors of Tampa Bay, with shared positions in $PNC, $BNY, $MDT, $COHR, $GLW, $WPC. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 3 shared positions
$PNC$BNY$MDT
$1.2B
106 positions
#2VISTA INVESTMENT MANAGEMENTPassive
Notable overlap · 3 shared positions
$COHR$PNC$GLW
$333M
178 positions
#3Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$BNY$PNC$GLW$MDT
$327M
94 positions
#4Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$PNC$BNY$MDT
$159M
62 positions
#5EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$PNC$WPC$MDT
$5.2B
76 positions
#6Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$PNC$GLW$MDT$BNY
$739M
344 positions
#7AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BNY$GLW$MDT
$745M
184 positions
#8CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$BNY$GLW$MDT
$1.6B
85 positions
#9GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$PNC$MDT$GLW
$1.2B
383 positions
#10Granite Group Advisors, LLCActive
Some overlap · 3 shared positions
$PNC$MDT$BNY
$169M
84 positions
#11Oakmont Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$COHR$GLW$MDT
$144M
115 positions
#12Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$BNY$MDT$COHR
$254M
128 positions
#13Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$COHR$GLW$BNY
$201M
75 positions
#14CONNING INC.Passive
Some overlap · 3 shared positions
$GLW$PNC$BNY
$3.3B
327 positions
#15DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BNY$PNC$MDT
$217M
108 positions
#16Keystone Financial ServicesActive
Some overlap · 3 shared positions
$BNY$MDT$GLW
$388M
131 positions
#17SECURED RETIREMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$GLW$COHR$BNY
$195M
134 positions
#18CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 3 shared positions
$GLW$MDT$BNY
$827M
181 positions
#19STANCE CAPITAL LLCPassive
Some overlap · 3 shared positions
$GLW$PNC$MDT
$328M
340 positions
#20CGN Advisors LLCPassive
Some overlap · 3 shared positions
$GLW$BNY$MDT
$1.4B
322 positions
#21Phillip James Consulting Co.Passive
Some overlap · 3 shared positions
$MDT$GLW$BNY
$150M
332 positions
#22PARTHENON LLCActive
Slight overlap · 3 shared positions
$GLW$PNC$MDT
$962M
133 positions
#23Wealthstar Advisors, LLCSmart money
Slight overlap · 3 shared positions
$GLW$BNY$WPC
$343M
114 positions
#24FEDERATED HERMES, INC.Passive
Slight overlap · 3 shared positions
$BNY$PNC$MDT
$69.6B
2,038 positions
#25Battery Global Advisors, LLCSmart money
Slight overlap · 3 shared positions
$GLW$BNY$WPC
$200M
157 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.