Hedge Funds Similar to WILEY BROS.-AINTREE

13F Portfolio OverlapQ2 2026WILEY BROS.-AINTREE portfolio →

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Most similar hedge funds by 13F overlap

WILEY BROS.-AINTREE CAPITAL, LLC is an institutional investor managing $24.4B across 2,509 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 WILEY BROS.-AINTREE are Banco de Sabadell, S.A, Stonebridge Financial Group, Somerset, with shared positions in $AMGN, $MCD, $BLK, $ADI, $NEE, $ETN. The full ranking of 25 similar funds is below.

#1Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$AMGN $MCD $BLK $ADI $NEE $ETN

$170M

61 positions

#2Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$AMGN $MCD $BLK $ADI $NEE $AFL

$1.3B

275 positions

#3Somerset Trust CoPassive

Some overlap · 6 shared positions

$AMGN $MCD $BLK $ADI $NEE $AFL

$354M

186 positions

#4BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$AMGN $MCD $BLK $ADI $ETN $AFL

$346M

113 positions

#5EASTERN BANKPassive

Some overlap · 6 shared positions

$PNC $MCD $BLK $ADI $NEE $ETN

$6.5B

1,038 positions

#6Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$PNC $MCD $BLK $ADI $NEE $ETN

$686M

532 positions

#7JMAC ENTERPRISES LLCActive

Some overlap · 5 shared positions

$AMGN $PNC $MCD $BLK $NEE

$593M

122 positions

#8Mechanics Financial CorpPassive

Some overlap · 5 shared positions

$AMGN $PNC $MCD $BLK $NEE

$280M

296 positions

#9PEOPLES FINANCIAL SERVICES CORP.Passive

Some overlap · 5 shared positions

$AMGN $PNC $MCD $ADI $NEE

$231M

270 positions

#10PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 5 shared positions

$AMGN $PNC $BLK $ADI $NEE

$844M

219 positions

#11CONNING INC.Passive

Some overlap · 5 shared positions

$AMGN $PNC $MCD $BLK $AFL

$3.3B

327 positions

#12BKM Wealth Management, LLCPassive

Some overlap · 5 shared positions

$AMGN $MCD $BLK $ADI $NEE

$282M

148 positions

#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$AMGN $MCD $BLK $ADI $AFL

$201M

57 positions

#14WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$AMGN $MCD $BLK $ADI $AFL

$390M

103 positions

#15WELLS FARGO & COMPANY/MNPassive

Some overlap · 5 shared positions

$AMGN $BLK $ADI $MCD $NEE

$617.4B

7,294 positions

#16Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$AMGN $PNC $MCD $NEE $ETN

$108M

52 positions

#17Confluence Wealth Services, Inc.Active

Some overlap · 5 shared positions

$AMGN $PNC $ADI $NEE $ETN

$3.5B

476 positions

#18PFW Advisors LLCActive

Some overlap · 5 shared positions

$AMGN $MCD $BLK $ADI $NEE

$343M

124 positions

#19JGP Wealth Management, LLCActive

Some overlap · 5 shared positions

$AMGN $PNC $ADI $NEE $AFL

$1.1B

231 positions

#20COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$AMGN $PNC $BLK $ETN $AFL

$414M

164 positions

#21FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$AMGN $MCD $BLK $NEE $ETN

$5.3B

210 positions

#22First Long Island Investors, LLCActive

Some overlap · 5 shared positions

$AMGN $MCD $BLK $NEE $ETN

$1.4B

73 positions

#23Carl P. Sherr & Co., LLCPassive

Some overlap · 5 shared positions

$AMGN $MCD $BLK $NEE $ETN

$239M

134 positions

#24MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$AMGN $MCD $BLK $NEE $AFL

$272M

149 positions

#25Clear Trail Advisors, LLCPassive

Some overlap · 5 shared positions

$AMGN $MCD $ADI $NEE $ETN

$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.