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Hedge Funds Similar to WETZEL INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026WETZEL INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

WETZEL INVESTMENT ADVISORS, INC. is an institutional investor managing $289M across 139 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 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
$679M
104 positions
#2Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 7 shared positions
$MPC$ETN$UNP$ALL$TT$MSI
$378M
205 positions
#3LVZ, Inc.Smart money
Some overlap · 6 shared positions
$C$MPC$ETN$JXN$COP$DOV
$984M
177 positions
#4WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$C$ETN$COP
$375M
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
$108M
66 positions
#8Access Investment Management LLCPassive
Some overlap · 3 shared positions
$C$FITB$RJF
$391M
144 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
$158M
303 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
$215M
59 positions
#14Nemes Rush Group LLCPassive
Some overlap · 8 shared positions
$ETN$UNP$RJF$ALL$TT$MSI
$1.2B
954 positions
#15CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$C$UNP$CB
$200M
76 positions
#16Parkside Investments, LLCActive
Some overlap · 3 shared positions
$C$UNP$COP
$902M
91 positions
#17HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$MPC$ETN$UNP$TT$MSI$CB
$461M
144 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
$279M
308 positions
#20Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$C$COP$TT$PFE
$262M
98 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
$655M
161 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.