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Hedge Funds Similar to WealthSpring Partners

13F Portfolio OverlapQ2 2026WealthSpring Partners portfolio →
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Most similar hedge funds by 13F overlap

WealthSpring Partners, LLC is an institutional investor managing $116M across 71 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 WealthSpring Partners are St. Johns Investment Company, Junk Investment Group, MeadowBrook Investment Advisors, with shared positions in $MDY, $SYK, $AXP, $AMGN, $NEE, $DE. The full ranking of 25 similar funds is below.

#1St. Johns Investment Management Company, LLCPassive
Some overlap · 6 shared positions
$MDY$SYK$AXP$AMGN$NEE$DE
$264M
201 positions
#2Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$MDY$DOV$AMGN$AXP$DIS
$226M
97 positions
#3MeadowBrook Investment Advisors LLCPassive
Some overlap · 6 shared positions
$DOV$SBUX$SYK$AXP$MRVL$DIS
$126M
196 positions
#4Waldron Private Wealth LLCActive
Some overlap · 4 shared positions
$MDY$DOV$SYK$AMGN
$2.9B
350 positions
#5Weil Company, Inc.Passive
Some overlap · 5 shared positions
$MDY$DOV$SBUX$AXP$PSA
$568M
133 positions
#6Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$DOV$AXP$DIS
$418M
232 positions
#7WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 6 shared positions
$DOV$SYK$SRE$CHD$NEE$DIS
$2.1B
131 positions
#8Henshaw Capital LLCActive
Some overlap · 4 shared positions
$MDY$DOV$AXP$MRVL
$3.1B
160 positions
#9Hopwood Financial Services, Inc.Active
Some overlap · 5 shared positions
$MDY$AMGN$NVS$SBUX$AXP
$173M
92 positions
#10CENTRAL BANK & TRUST COActive
Some overlap · 4 shared positions
$MDY$SYK$AMGN$DE
$705M
185 positions
#11Caldwell Trust CoPassive
Some overlap · 5 shared positions
$MDY$MRVL$AXP$AMGN$NEE
$1.2B
811 positions
#12TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$SRE$NEE$DE
$186M
132 positions
#13Wilson & Boucher Capital Management, LLC
Some overlap · 5 shared positions
$DOV$SBUX$SYK$AMGN$NEE
$170M
121 positions
#14Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$AXP$AMGN$NEE
$130M
76 positions
#15DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$DOV$SBUX$SYK$AMGN$DE
$124M
100 positions
#16Crews Bank & TrustPassive
Some overlap · 5 shared positions
$MDY$NEE$DOV$DE$AMGN
$766M
662 positions
#17GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DOV$SBUX$CR$AXP$DIS
$949M
245 positions
#18Pegasus Asset Management, Inc.Passive
Some overlap · 5 shared positions
$MDY$SBUX$SYK$DIS$NVS
$351M
75 positions
#19SIGNAL TREE FINANCIAL PARTNERS LLCActive
Some overlap · 3 shared positions
$MDY$DOV$CHD
$151M
53 positions
#20Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$MDY$AXP$AMGN$NVS
$582M
183 positions
#21Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$AMGN$PFH$DIS
$310M
144 positions
#22PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 4 shared positions
$MDY$DOV$AMGN$DE
$1.7B
240 positions
#23Orcam Financial GroupActive
Some overlap · 3 shared positions
$MDY$DOV$DE
$205M
105 positions
#24Bigelow Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$SBUX$AXP$MRVL$NEE$DE$DIS
$276M
157 positions
#25Creekside PartnersPassive
Some overlap · 5 shared positions
$DOV$MDY$SBUX$NEE$DE
$276M
193 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.