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Hedge Funds Similar to Weinberger Asset

13F Portfolio OverlapQ2 2026Weinberger Asset portfolio →
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Most similar hedge funds by 13F overlap

Weinberger Asset Management, Inc is an institutional investor managing $312M across 101 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 Weinberger Asset are Vigil Wealth, SIMA Wealth Partners, GQG Partners, with shared positions in $PM, $MO, $KMI, $STT, $ELV, $BP. The full ranking of 25 similar funds is below.

#1Vigil Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$PM$MO$KMI
$140M
81 positions
#2SIMA Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$PM$MO$STT$ELV
$141M
130 positions
#3GQG Partners LLCActive
Notable overlap · 3 shared positions
$PM$MO$BP
$53.8B
102 positions
#4Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$PM$MO$ELV
$1.2B
127 positions
#5Aurdan Capital Management, LLCActive
Notable overlap · 4 shared positions
$PM$MO$STT$KMI
$394M
99 positions
#6Cobblestone Asset Management LLCActive
Notable overlap · 3 shared positions
$PM$MO$XYZ
$240M
74 positions
#7HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 4 shared positions
$PM$MO$EPD$WFC
$252M
43 positions
#8O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 3 shared positions
$PM$MO$WM
$125M
61 positions
#9R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$PM$EPD$WFC
$133M
47 positions
#10AR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$PM$KMI$MO$EPD
$546M
122 positions
#11Blue Capital, Inc.Passive
Some overlap · 5 shared positions
$PM$MO$SHOP$DE$ANET
$158M
122 positions
#12AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PM$MO$ELV$BP
$745M
184 positions
#13Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$PM$MO$KMI
$112M
63 positions
#14WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$PM$MO$DE$WM
$97M
110 positions
#15RBO & CO LLCActive
Some overlap · 3 shared positions
$PM$MO$WM
$628M
56 positions
#16Ellenbecker Investment GroupSmart money
Some overlap · 3 shared positions
$PM$MO$EPD
$860M
149 positions
#17MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$PM$MO$DE
$130M
80 positions
#18FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$PM$EPD$MO$DE
$42.5B
300 positions
#19Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$MO$KMI$PM$WFC
$116M
65 positions
#20SANDERS MORRIS HARRIS LLCActive
Some overlap · 3 shared positions
$PM$MO$WM
$172M
75 positions
#21BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$MO$PM$KMI
$515M
142 positions
#22TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$MO$PM$STT
$686M
151 positions
#23Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$SHOP$XYZ$DE
$7.7B
276 positions
#24Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PM$MO$BP
$255M
278 positions
#25TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$PM$MO$KMI
$798M
187 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.