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Hedge Funds Similar to Wheelhouse Advisory Group

13F Portfolio OverlapQ2 2026Wheelhouse Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Wheelhouse Advisory Group LLC is an institutional investor managing $354M across 55 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 Wheelhouse Advisory Group are Graver, MAIMON WEALTH LTD., Paradigm, with shared positions in $AEE, $PM, $MO, $MCD, $EMR, $DE. The full ranking of 25 similar funds is below.

#1Graver Capital Management, LLCSmart money
Some overlap · 4 shared positions
$AEE$PM$MO$MCD
$140M
26 positions
#2MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 6 shared positions
$PM$MO$EMR$DE$MCD$T
$130M
80 positions
#3Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$T$PM$MO$USB$MCD
$116M
65 positions
#4TI-TRUST, INCPassive
Some overlap · 6 shared positions
$AEE$MO$NEE$EMR$DE$BA
$186M
132 positions
#5Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PM$MO$USB$NEE$MCD
$334M
127 positions
#6Skyline Advisors, Inc.Active
Some overlap · 6 shared positions
$PM$MO$EMR$DE$BA$NEE
$319M
123 positions
#7GQG Partners LLCActive
Some overlap · 4 shared positions
$PM$T$MO$NEE
$53.8B
102 positions
#8Keystone Financial Planning, Inc.Smart money
Some overlap · 5 shared positions
$PM$MO$USB$MCD$T
$388M
39 positions
#9InvesTrustPassive
Some overlap · 5 shared positions
$PM$USB$EMR$MCD$BA
$260M
95 positions
#10Newport Trust Company, LLCActive
Some overlap · 5 shared positions
$BA$T$EMR$ELV$PM
$41.5B
63 positions
#11SIMA Wealth Partners, LLCActive
Some overlap · 5 shared positions
$PM$MO$EMR$MCD$ELV
$141M
130 positions
#12Canoe Financial LPActive
Some overlap · 4 shared positions
$PM$ELV$EMR$DE
$8.1B
110 positions
#13Finivi Inc.Passive
Some overlap · 5 shared positions
$PM$T$NEE$MCD$DE
$195M
111 positions
#14Prosperitas Financial LLCPassive
Some overlap · 3 shared positions
$AEE$PM$MO
$312M
103 positions
#15Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$PM$MO$NEE$EMR
$274M
79 positions
#16WEST CHESTER CAPITAL ADVISORS, INCSmart money
Some overlap · 5 shared positions
$BA$MO$PM$MQY$MCD
$150M
54 positions
#17FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$MO$USB$NEE$T$MCD
$1.7B
256 positions
#18Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$PM$MO$NEE$MCD
$497M
948 positions
#19COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$MO$PM$EMR$DE$MCD
$166M
88 positions
#20Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$MO$NEE$T
$10.2B
208 positions
#21Hayek Kallen Investment ManagementActive
Some overlap · 6 shared positions
$PM$DE$MO$MCD$USB$T
$330M
97 positions
#22DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$BA$ELV$DE
$124M
100 positions
#23BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$PM$MO$MCD$EMR
$515M
142 positions
#24Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$ELV$NEE$DE$T$BA
$1.0B
765 positions
#25BAKER BOYER NATIONAL BANKSmart money
Some overlap · 5 shared positions
$BA$USB$EMR$DE$MCD
$364M
94 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.