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 Windle Wealth

13F Portfolio OverlapQ2 2026Windle Wealth portfolio →

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Most similar hedge funds by 13F overlap

Windle Wealth, LLC is an institutional investor managing $249M across 35 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 Windle Wealth are Coston, McIsaac & Partners, Keystone Financial Planning, High Point Wealth, with shared positions in $SO, $ED, $MO, $MCD, $PEP, $UL. The full ranking of 25 similar funds is below.

#1Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$SO $ED $MO $MCD $PEP $UL

$497M

948 positions

#2Keystone Financial Planning, Inc.Smart money

Notable overlap · 6 shared positions

$MO $TROW $VZ $UL $MCD $T

$388M

39 positions

#3High Point Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WELL $ED $SO $MO

$122M

250 positions

#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$SO $PEP $MCD $O $VZ

$201M

57 positions

#5Asset Planning,IncPassive

Notable overlap · 7 shared positions

$WELL $MCD $MO $O $VZ $SO

$154M

334 positions

#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$T $MCD $PEP $VZ $SO

$233M

122 positions

#7EDMP, INC.Passive

Notable overlap · 6 shared positions

$MO $O $T $VZ $MMM $PEP

$124M

70 positions

#8Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$O $UL $TROW $PEP $VZ

$272M

72 positions

#9PARK CIRCLE CoActive

Notable overlap · 3 shared positions

$MO $TROW $VZ

$117M

53 positions

#10Kinloch Capital, LLCPassive

Notable overlap · 5 shared positions

$MO $TROW $O $PEP $ED

$274M

79 positions

#11Measured Risk Portfolios, Inc.Active

Notable overlap · 4 shared positions

$O $MO $VZ $TROW

$112M

63 positions

#12Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MO $VZ $TROW $PEP $ITW $UL

$255M

278 positions

#13Kennon-Green & Company, LLCActive

Notable overlap · 4 shared positions

$MO $PEP $MCD $UL

$128M

41 positions

#14Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 3 shared positions

$MO $SO $T

$187M

45 positions

#15HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 4 shared positions

$MO $MCD $PEP $O

$252M

43 positions

#16Slocum, Gordon & Co LLPPassive

Notable overlap · 5 shared positions

$VZ $MCD $UL $T $MMM

$151M

70 positions

#17Inman Jager Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SO $VZ $MMM $MCD

$188M

90 positions

#18Mayflower Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$MCD $MO $SO $PEP $VZ

$1.2B

499 positions

#19Griffith & Werner, Inc.Passive

Notable overlap · 4 shared positions

$SO $VZ $T $PEP

$213M

71 positions

#20Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$VZ $MCD $PEP $SO $ED

$199M

38 positions

#21Welch Group, LLCPassive

Notable overlap · 5 shared positions

$SO $MCD $ED $VZ $PEP

$2.9B

326 positions

#22Graver Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$MO $PEP $MCD

$140M

26 positions

#23Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$MO $SO $VZ $O $PEP

$226M

42 positions

#24Freestate Advisors LLCActive

Notable overlap · 3 shared positions

$MMM $VZ $T

$134M

42 positions

#25Paradigm Capital Management, LLC/NVActive

Notable overlap · 4 shared positions

$MO $VZ $T $MCD

$116M

65 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.