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 WINEBRENNER

13F Portfolio OverlapQ2 2026WINEBRENNER portfolio →

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Most similar hedge funds by 13F overlap

WINEBRENNER CAPITAL MANAGEMENT LLC is an institutional investor managing $164M across 153 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 WINEBRENNER are Rayburn West Financial Services, InvesTrust, Sky Investment Group, with shared positions in $AXP, $PNC, $SYY, $MCD, $TGT, $WFC. The full ranking of 25 similar funds is below.

#1Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$AXP $PNC $SYY $MCD $TGT $WFC

$181M

81 positions

#2InvesTrustPassive

Some overlap · 6 shared positions

$WFC $MCD $TGT $VZ $AXP $PEP

$260M

95 positions

#3Sky Investment Group LLCPassive

Some overlap · 5 shared positions

$AXP $PNC $MCD $SYY $PEP

$637M

146 positions

#4Stockman Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$AXP $MCD $SYY $VZ $PEP

$968M

178 positions

#5DCM Advisors, LLCActive

Some overlap · 5 shared positions

$AXP $WFC $MCD $VZ $PEP

$253M

38 positions

#6CAMBIAR INVESTORS LLCActive

Some overlap · 5 shared positions

$AXP $PNC $SYY $PEP $ELV

$2.3B

150 positions

#7RAHLFS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$MCD $ET $VZ $TGT $PEP $MO

$136M

86 positions

#8Deane Retirement Strategies, Inc.Passive

Some overlap · 3 shared positions

$CF $AXP $WFC

$236M

52 positions

#9Flavin Financial Services, Inc.Passive

Some overlap · 6 shared positions

$PNC $MCD $PEP $VZ $PSA $SYY

$175M

81 positions

#10Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$CF $MCD $VZ $PEP

$513M

70 positions

#11OFS Enterprise LLCActive

Some overlap · 5 shared positions

$AXP $WFC $PNC $MCD $VZ

$392M

106 positions

#12ABNER HERRMAN & BROCK LLCActive

Some overlap · 4 shared positions

$AXP $WFC $MCD $VZ

$1.1B

111 positions

#13Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

$MCD $TGT $PEP $SYY $MO $VZ

$319M

130 positions

#14Prudent Man Investment Management, Inc.Smart money

Some overlap · 5 shared positions

$AXP $PNC $WFC $PEP $MCD

$293M

169 positions

#15HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$AXP $MCD $PEP $MO $WFC

$252M

43 positions

#16Adams Asset Advisors, LLCActive

Some overlap · 5 shared positions

$WFC $ET $VZ $PEP $MO

$882M

88 positions

#17Pavion Blue Capital, LLCPassive

Some overlap · 4 shared positions

$AXP $WFC $PEP $MCD

$248M

111 positions

#18FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Some overlap · 5 shared positions

$MCD $TGT $VZ $PNC $PEP

$492M

156 positions

#19BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$MCD $SYY $AXP $VZ $MO

$515M

142 positions

#20Kerusso Capital Management LLCPassive

Some overlap · 4 shared positions

$AXP $SYY $VZ $PEP

$274M

58 positions

#21Ark Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$AXP $SYY $MCD $PEP

$113M

87 positions

#22Peoples Bank/KSPassive

Some overlap · 5 shared positions

$WFC $MCD $PEP $VZ $ELV

$103M

98 positions

#23WINNOW WEALTH LLCPassive

Some overlap · 4 shared positions

$CF $VZ $PEP $MO

$147M

137 positions

#24Brookmont Capital ManagementActive

Some overlap · 4 shared positions

$WFC $PNC $MCD $PEP

$186M

61 positions

#25ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$MCD $PSA $TGT $VZ $AVB

$665M

122 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.