13F Pro

Hedge Funds Similar to WINMILL

13F Portfolio OverlapQ2 2026WINMILL portfolio →
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Most similar hedge funds by 13F overlap

WINMILL & CO. INC is an institutional investor managing $452M across 56 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 WINMILL are Kerusso, London & Asset Ltd, Spahn Wealth & Retirement, with shared positions in $URI, $WSM, $AMP, $LPLA, $IBKR, $WPM. The full ranking of 25 similar funds is below.

#1Kerusso Capital Management LLCPassive
Notable overlap · 4 shared positions
$URI$WSM$AMP$LPLA
$274M
58 positions
#2London & Capital Asset Management LtdActive
Notable overlap · 3 shared positions
$IBKR$URI$WPM
$10.9B
203 positions
#3Spahn Wealth & Retirement LLCActive
Some overlap · 4 shared positions
$IBKR$LPLA$AMP$SLV
$155M
38 positions
#4MUHLENKAMP & CO INCActive
Some overlap · 3 shared positions
$NMIH$URI$RGLD
$345M
28 positions
#5Significant Wealth Partners LLCPassive
Some overlap · 4 shared positions
$PGR$STLD$DDS$WSM
$92M
116 positions
#6Pacific Capital Partners LtdPassive
Some overlap · 3 shared positions
$PGR$IBKR$RGLD
$116M
40 positions
#7SPROTT INC.Active
Some overlap · 6 shared positions
$IAG$SSRM$STLD$WPM$RGLD$KGC
$3.2B
268 positions
#8Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$URI$PGR$WSM
$242M
228 positions
#9Extract Advisors LLCActive
Some overlap · 4 shared positions
$IAG$SSRM$WPM$RGLD
$358M
31 positions
#10MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 3 shared positions
$URI$PGR$IBKR
$519M
123 positions
#11Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$WSM$URI$PGR
$248M
55 positions
#12Venturi Wealth Management, LLCPassive
Some overlap · 3 shared positions
$URI$PGR$MLI
$2.6B
632 positions
#13NFC Investments, LLCActive
Some overlap · 3 shared positions
$PGR$ESNT$NMIH
$389M
43 positions
#14Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$IBKR$MLI$PGR
$452M
134 positions
#15J2 Capital Management IncActive
Some overlap · 3 shared positions
$QLYS$PGR$AMP
$149M
123 positions
#16JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$PGR$MLI$WSM
$748M
68 positions
#17Aurora Investment CounselPassive
Some overlap · 3 shared positions
$AMP$QLYS$PGR
$194M
113 positions
#18Triad Investment ManagementPassive
Some overlap · 3 shared positions
$WTM$NVR$MAX
$91M
34 positions
#19Euro Pacific Asset Management, LLCActive
Some overlap · 5 shared positions
$IAG$WPM$BTG$RGLD$KGC
$880M
96 positions
#20PECAUT & CO.Active
Some overlap · 3 shared positions
$WTM$URI$WPM
$328M
65 positions
#21SageGuard Financial Group, LLCPassive
Some overlap · 3 shared positions
$PGR$STLD$SLV
$712M
211 positions
#22Lake Hills Wealth Management, LLCActive
Some overlap · 3 shared positions
$IBKR$STLD$SLV
$220M
62 positions
#23Stiles Financial Services IncPassive
Some overlap · 3 shared positions
$STLD$WSM$URI
$398M
183 positions
#24TRAN CAPITAL MANAGEMENT, L.P.Active
Slight overlap · 3 shared positions
$PGR$LPLA$EXR
$869M
66 positions
#25BankChampaign, National AssociationPassive
Slight overlap · 3 shared positions
$URI$MLI$RGLD
$130M
200 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.