What hedge funds are most similar to WIN ADVISORS, INC?

The funds with the most similar 13F portfolios to WIN ADVISORS, INC are Retireful, VMS Asset Limited, Goldstream Ltd, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to WIN ADVISORS

13F Portfolio OverlapQ2 2026WIN ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

WIN ADVISORS, INC is an institutional investor managing $281M across 75 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 WIN ADVISORS are Retireful, VMS Asset Limited, Goldstream Ltd, with shared positions in $ALAB, $SNDK, $WDC, $MRVL, $VRT, $DELL. The full ranking of 25 similar funds is below.

#1Retireful, LLCPassive

Substantial overlap · 12 shared positions

$ALAB $SNDK $WDC $MRVL $VRT $DELL

$107M

81 positions

#2VMS Asset Management LimitedPassive

Substantial overlap · 9 shared positions

$SNDK $VRT $STX $CRWD $WDC $MRVL

$315M

33 positions

#3Goldstream Capital Management LtdActive

Notable overlap · 8 shared positions

$SNDK $VRT $STX $CRWD $MRVL $WDC

$132M

45 positions

#4CHAPIN DAVIS, INC.Passive

Notable overlap · 9 shared positions

$SNDK $STX $WDC $MRVL $JBL $DELL

$569M

256 positions

#5Markin Volterra Fund LPActive

Notable overlap · 10 shared positions

$SNDK $WDC $MRVL $DELL $VRT $STX

$147M

69 positions

#6Alpha Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$SNDK $ALAB $DELL $MRVL $WDC $STX

$382M

114 positions

#7Fedenia Advisers LLCPassive

Notable overlap · 7 shared positions

$SNDK $STX $WDC $MRVL $DELL $VRT

$421M

459 positions

#8Williamson Legacy Group, LLCPassive

Notable overlap · 7 shared positions

$SNDK $STX $WDC $MTZ $VRT $BE

$201M

75 positions

#9Dedeker Financial LLCActive

Notable overlap · 6 shared positions

$ALAB $CRWD $STX $WDC $MRVL $COHR

$176M

55 positions

#10Zweig-DiMenna Associates LLCActive

Notable overlap · 9 shared positions

$SNDK $VRT $STX $DELL $CRWD $MRVL

$1.1B

70 positions

#11CMC Financial GroupActive

Notable overlap · 7 shared positions

$SNDK $WDC $ALAB $DELL $CRWD $FTNT

$52M

45 positions

#12BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$VRT $SNDK $WDC $CRWD $STX

$543M

140 positions

#13Central Asset Investments & Management Holdings (HK) LtdActive

Notable overlap · 5 shared positions

$SNDK $STX $WDC $ALAB $MRVL

$253M

20 positions

#14Maytree Asset Management LtdActive

Notable overlap · 6 shared positions

$SNDK $ALAB $MRVL $WDC $COHR $VRT

$154M

44 positions

#15Donoghue Forlines LLCPassive

Notable overlap · 10 shared positions

$WDC $MRVL $STX $ALAB $CRWD $SNDK

$387M

114 positions

#16TB Alternative Assets Ltd.Active

Notable overlap · 6 shared positions

$SNDK $WDC $STX $MRVL $COHR $ALAB

$623M

34 positions

#17Whale Rock Capital Management LLCActive

Notable overlap · 6 shared positions

$SNDK $ALAB $WDC $STX $BE $COHR

$12.5B

35 positions

#18Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active

Notable overlap · 4 shared positions

$SNDK $CRWD $WDC $MRVL

$1.8B

43 positions

#19Aragon Global Management, LPActive

Notable overlap · 4 shared positions

$SNDK $VRT $STX $BE

$264M

23 positions

#20WT Asset Management LtdActive

Notable overlap · 4 shared positions

$SNDK $STX $WDC $ALAB

$5.1B

29 positions

#21Virtus Wealth Solutions LLCActive

Notable overlap · 6 shared positions

$SNDK $ALAB $DELL $BE $FLEX $STX

$735M

53 positions

#22UNICOM Systems, Inc.Active

Notable overlap · 6 shared positions

$SNDK $STX $WDC $MRVL $BE $COHR

$1.5B

39 positions

#23Blue Whale Capital LLPActive

Notable overlap · 3 shared positions

$SNDK $VRT $STX

$3.2B

27 positions

#24PINNBROOK CAPITAL MANAGEMENT LPActive

Notable overlap · 5 shared positions

$SNDK $STX $JBL $WDC $MTZ

$938M

103 positions

#25PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 9 shared positions

$SNDK $CRWD $VRT $STX $WDC $DELL

$462M

86 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.