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Hedge Funds Similar to Wellington Shields

13F Portfolio OverlapQ2 2026Wellington Shields portfolio →
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Most similar hedge funds by 13F overlap

Wellington Shields Capital Management, LLC is an institutional investor managing $788M across 334 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 Wellington Shields are ASSOCIATES, Heard, Firsthand, with shared positions in $BE, $PWR, $BX, $APO, $LIN, $MCK. The full ranking of 25 similar funds is below.

#1CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 8 shared positions
$BE$PWR$BX$APO$LIN$MCK
$78M
44 positions
#2Heard Capital LLCActive
Notable overlap · 4 shared positions
$BE$AXP$BX$APO
$2.3B
21 positions
#3Firsthand Capital Management, Inc.Active
Notable overlap · 5 shared positions
$BE$PWR$GLW$ASML$UBER
$63M
54 positions
#4Canton Hathaway, LLCActive
Notable overlap · 8 shared positions
$BE$QXO$PWR$BX$UBER$SLV
$522M
283 positions
#5Ducere Wealth Management LLCPassive
Notable overlap · 4 shared positions
$BE$EW$ASML$UBER
$333M
135 positions
#6Stanley Capital Management, LLCActive
Some overlap · 4 shared positions
$BE$AXP$MCK$ASML
$754M
37 positions
#7UDINE WEALTH MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$BE$BA$RDDT$APO$PSNL$UBER
$243M
40 positions
#8MACKAY SHIELDS LLCActive
Some overlap · 5 shared positions
$QXO$MKSI$BA$APO$UBER
$3.0B
108 positions
#9CACTI ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$AXP$BA$BX$GLW$UBER
$2.0B
76 positions
#10BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 3 shared positions
$BE$GLW$ASML
$462M
122 positions
#11Situational Awareness Partners LP
Some overlap · 3 shared positions
$BE$ASML$GLW
$13.7B
42 positions
#12Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$PWR$BE$AXP$COF$ASML
$595M
164 positions
#13Westend Capital Management, LLCPassive
Some overlap · 4 shared positions
$AXP$PWR$BA$ASML
$437M
242 positions
#14Whale Rock Capital Management LLCActive
Some overlap · 3 shared positions
$BE$MKSI$GLW
$12.5B
35 positions
#15WOLVERINE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BE$BA$UBER
$11.4B
1,668 positions
#16Avalon Trust CoActive
Some overlap · 3 shared positions
$BE$PWR$LIN
$1.6B
462 positions
#17TREMBLANT CAPITAL GROUPActive
Some overlap · 4 shared positions
$BE$MKSI$RDDT$UBER
$3.5B
58 positions
#18BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$AXP$BA$BX$GLW$ASML
$4.1B
151 positions
#19LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$BE$MKSI$RDDT$ASML
$903M
28 positions
#20Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$BA$BX$AXP$LIN$UBER
$825M
104 positions
#21MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$PWR$BA$QXO$GLW
$140M
63 positions
#22FISHMAN JAY A LTD/MISmart money
Some overlap · 4 shared positions
$QXO$BX$AXP$RDDT
$1.3B
79 positions
#23SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BE$PWR$ASML
$26.9B
71 positions
#24Aureus Asset Management, LLCPassive
Some overlap · 5 shared positions
$AXP$BX$APO$LIN$QXO
$1.6B
239 positions
#25ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$PWR$BA$BX$BLK
$2.3B
181 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.