Hedge Funds Similar to WEDBUSH SECURITIES

13F Portfolio OverlapQ3 2026WEDBUSH SECURITIES portfolio →

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Most similar hedge funds by 13F overlap

WEDBUSH SECURITIES INC is an institutional investor managing $4.0B across 1,308 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WEDBUSH SECURITIES are Warburton, Markin Volterra Fund, Compass Wealth, with shared positions in $PLTR, $WDC, $SNDK, $KLAC, $BA, $C. The full ranking of 25 similar funds is below.

#1Warburton Capital Management, LLCActive

Slight overlap · 4 shared positions

$PLTR $WDC $SNDK $KLAC

$246M

75 positions

#2Markin Volterra Fund LPActive

Slight overlap · 4 shared positions

$PLTR $WDC $SNDK $KLAC

$147M

69 positions

#3Compass Wealth Management, LLC/GAActive

Slight overlap · 4 shared positions

$PLTR $WDC $SNDK $BA

$251M

74 positions

#4Alpha Family TrustPassive

Slight overlap · 4 shared positions

$WDC $PLTR $SNDK $KLAC

$249M

200 positions

#5Cache Advisors, LLCActive

Slight overlap · 4 shared positions

$PLTR $WDC $SNDK $KLAC

$1.6B

162 positions

#6BANK OF NOVA SCOTIAPassive

Slight overlap · 4 shared positions

$WDC $PLTR $SNDK $C

$66.2B

1,098 positions

#7China Universal Asset Management Co., Ltd.Passive

Slight overlap · 4 shared positions

$WDC $PLTR $SNDK $KLAC

$1.7B

513 positions

#8E Fund Management (Hong Kong) Co., Ltd.Passive

Slight overlap · 4 shared positions

$WDC $PLTR $SNDK $KLAC

$302M

551 positions

#9NEOS Investment Management LLCActive

Slight overlap · 4 shared positions

$PLTR $WDC $SNDK $KLAC

$27.1B

578 positions

#10PKO Investment Management Joint-Stock CoPassive

Slight overlap · 4 shared positions

$PLTR $WDC $SNDK $KLAC

$1.5B

229 positions

#11Westwind CapitalPassive

Slight overlap · 4 shared positions

$PLTR $WDC $SNDK $KLAC

$426M

87 positions

#12Invesco Ltd.Passive

Slight overlap · 4 shared positions

$WDC $PLTR $SNDK $KLAC

$1.3T

3,819 positions

#13Teza Capital Management LLCPassive

Slight overlap · 4 shared positions

$WDC $SNDK $C $KLAC

$112M

261 positions

#14Fedenia Advisers LLCActive

Slight overlap · 4 shared positions

$WDC $SNDK $PLTR $KLAC

$425M

121 positions

#15GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 4 shared positions

$PLTR $WDC $SNDK $KLAC

$7.7B

616 positions

#16Safeguard Investment Advisory Group, LLCActive

Slight overlap · 4 shared positions

$WDC $SNDK $PLTR $BA

$433M

178 positions

#17Camarda Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$WDC $SNDK $KLAC $BA

$331M

122 positions

#18Inspire Investing, LLCPassive

Slight overlap · 4 shared positions

$WDC $PLTR $SNDK $KLAC

$2.4B

1,285 positions

#19Elite Wealth Management, Inc.Active

Slight overlap · 4 shared positions

$PLTR $WDC $KLAC $BA

$337M

47 positions

#20FMR LLCPassive

Slight overlap · 4 shared positions

$WDC $SNDK $KLAC $BA

$2.3T

5,572 positions

#21ODDO BHF ASSET MANAGEMENT SASPassive

Slight overlap · 3 shared positions

$PLTR $WDC $SNDK

$2.2B

253 positions

#22Quadrature Capital LtdPassive

Slight overlap · 3 shared positions

$PLTR $WDC $SNDK

$11.7B

1,542 positions

#23Allegiance Financial Group Advisory Services LLCActive

Slight overlap · 3 shared positions

$PLTR $WDC $SNDK

$578M

205 positions

#24Comprehensive Financial Planning, Inc./PAPassive

Slight overlap · 3 shared positions

$PLTR $WDC $SNDK

$185M

403 positions

#25UNICOM Systems, Inc.Active

Slight overlap · 3 shared positions

$PLTR $WDC $SNDK

$1.5B

39 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.