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Hedge Funds Similar to WETZEL INVESTMENT ADVISORS

13F Portfolio OverlapQ3 2026WETZEL INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

WETZEL INVESTMENT ADVISORS, INC. is an institutional investor managing $290M across 133 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 WETZEL INVESTMENT ADVISORS are BOURGEON, Comprehensive Financial Consultants Institutional, LVZ, with shared positions in $C, $ETN, $UNP, $COP, $PFE, $QCOM. The full ranking of 25 similar funds is below.

#1BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$C$ETN$UNP$COP$PFE$QCOM
$696M
113 positions
#2Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 7 shared positions
$MPC$ETN$UNP$ALL$TT$MSI
$371M
198 positions
#3LVZ, Inc.Smart money
Some overlap · 6 shared positions
$C$MPC$ETN$JXN$COP$DOV
$975M
167 positions
#4WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$C$ETN$COP
$377M
44 positions
#5Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$C$ETN$UNP$COP$PFE$CB
$739M
344 positions
#6Scissortail Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MPC$ETN$UNP$COP$MSI$CB
$520M
106 positions
#7Schuylkill Financial LLCActive
Some overlap · 3 shared positions
$C$ETN$UNP
$102M
66 positions
#8Access Investment Management LLCPassive
Some overlap · 3 shared positions
$C$FITB$RJF
$412M
135 positions
#9Tulsa Wealth Advisors, INCActive
Some overlap · 6 shared positions
$MPC$ETN$UNP$TT$MSI$CB
$710M
166 positions
#10CrossGen Wealth, LLCPassive
Some overlap · 6 shared positions
$MPC$ETN$UNP$TT$MSI$CB
$129M
214 positions
#11Bank & Trust CoPassive
Some overlap · 4 shared positions
$C$MPC$ALL$FITB
$159M
308 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$C$PFH$UNP
$233M
122 positions
#13Wealth Intelligence, LLCActive
Some overlap · 6 shared positions
$MPC$ETN$UNP$MSI$TT$CB
$209M
60 positions
#14Nemes Rush Group LLCPassive
Some overlap · 8 shared positions
$ETN$UNP$RJF$ALL$TT$MSI
$1.2B
954 positions
#15CASTLEKEEP INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$C$UNP$CB
$200M
76 positions
#16Parkside Investments, LLCActive
Some overlap · 3 shared positions
$C$UNP$COP
$879M
95 positions
#17HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$MPC$ETN$UNP$TT$MSI$CB
$465M
139 positions
#18RE ADVISERS CORPActive
Some overlap · 5 shared positions
$C$ETN$COP$ALL$CB
$4.0B
124 positions
#19YANKCOM PartnershipPassive
Some overlap · 5 shared positions
$C$UNP$ETN$ALL$QCOM
$288M
322 positions
#20Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$C$COP$TT$PFE
$248M
96 positions
#21Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$MPC$ETN$UNP$MSI$CB
$297M
129 positions
#22Winthrop Partners - WNY, LLCPassive
Some overlap · 5 shared positions
$MPC$ETN$UNP$MSI$CB
$202M
87 positions
#23Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 5 shared positions
$MPC$ETN$UNP$MSI$CB
$251M
74 positions
#24Invera Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$ETN$MPC$UNP$ALL$TT$MSI
$186M
132 positions
#25Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$MPC$ETN$UNP$MSI$CB
$657M
159 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.