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Hedge Funds Similar to Winter & Associates

13F Portfolio OverlapQ2 2026Winter & Associates portfolio →
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Most similar hedge funds by 13F overlap

Winter & Associates, Inc. is an institutional investor managing $133M across 85 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 Winter & Associates are Bear Mountain, LCM, ARK & TLK INVESTMENTS, with shared positions in $MDY, $MUFG, $PLTR, $GLW, $ALAB, $STT. The full ranking of 25 similar funds is below.

#1Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$MDY$MUFG$PLTR
$345M
214 positions
#2LCM Capital Management IncActive
Notable overlap · 3 shared positions
$MDY$GLW$PLTR
$230M
129 positions
#3ARK & TLK INVESTMENTS, LLCSmart money
Notable overlap · 3 shared positions
$MDY$GLW$ALAB
$406M
127 positions
#4Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$STT$MNST
$151M
243 positions
#5RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 4 shared positions
$MDY$STT$PLTR$MUFG
$581M
172 positions
#6MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$GLW$STT
$174M
78 positions
#7Klingman & Associates, LLCActive
Some overlap · 3 shared positions
$MDY$STT$GLW
$2.3B
350 positions
#8Financial Advisory CorpSmart money
Some overlap · 3 shared positions
$MDY$MMM$ISRG
$754M
58 positions
#9Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$PLTR$STT
$294M
135 positions
#10MATAURO, LLCActive
Some overlap · 3 shared positions
$CPER$STT$PLTR
$756M
158 positions
#11Bay Rivers GroupPassive
Some overlap · 3 shared positions
$MDY$STRL$PLTR
$293M
126 positions
#12CENTRAL BANK & TRUST COActive
Some overlap · 4 shared positions
$MDY$ISRG$GLW$PGR
$705M
185 positions
#13Redhawk Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$MDY$GLW$STT$JBL
$1.0B
408 positions
#14Single Point Partners, LLCSmart money
Some overlap · 3 shared positions
$MDY$GLW$PLTR
$568M
103 positions
#15Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$ISRG$GLW$PLTR
$776M
493 positions
#16Investment Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$STT$PLTR
$461M
220 positions
#17Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$MMM$PLTR$JBL
$3.3B
143 positions
#18LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MDY$STT$GLW
$1.2B
232 positions
#19Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$MDY$STT$GLW
$309M
142 positions
#20Balboa Wealth PartnersPassive
Some overlap · 4 shared positions
$MDY$STRL$PLTR$GLW
$734M
476 positions
#21Omega Financial Group, LLCActive
Some overlap · 3 shared positions
$MDY$MUFG$PLTR
$329M
91 positions
#22SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$MDY$GLW$STT
$973M
379 positions
#23CIM, LLCPassive
Some overlap · 4 shared positions
$ISRG$STRL$MNST$PGR
$773M
171 positions
#24LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$MMM$GLW$MUFG
$426M
99 positions
#25PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$STRL$GLW$ALAB$PLTR
$174M
92 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.