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Hedge Funds Similar to Winthrop

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

Winthrop Capital Management, LLC is an institutional investor managing $414M across 351 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 Winthrop are Wilson & Boucher, DMKC Advisory Services, Constitution, with shared positions in $NEE, $PEP, $CMI, $DUK, $LOW, $HON. The full ranking of 25 similar funds is below.

#1Wilson & Boucher Capital Management, LLC
Notable overlap · 6 shared positions
$NEE$PEP$CMI$DUK$LOW$HON
$170M
121 positions
#2DMKC Advisory Services, LLCActive
Notable overlap · 6 shared positions
$CMI$PEP$C$STT$USB$LOW
$530M
92 positions
#3Constitution Capital LLCActive
Some overlap · 3 shared positions
$NEE$PEP$DUK
$195M
62 positions
#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PEP$CMI$C$DUK$TXN
$233M
122 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 7 shared positions
$PEP$NEE$USB$TXN$TMO$LOW
$1.2B
106 positions
#6Verity & Verity, LLCActive
Some overlap · 5 shared positions
$PEP$NEE$CMI$STT$TXN
$1.5B
138 positions
#7S.E.E.D. Planning Group LLCPassive
Some overlap · 5 shared positions
$NEE$PEP$USB$TMO$LOW
$379M
88 positions
#8Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$NEE$PEP$TXN$TMO$LOW$HON
$339M
49 positions
#9MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$NEE$PEP$TXN
$188M
513 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$NEE$CMI$PEP$TMO$DUK
$1.3B
73 positions
#11Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$PEP$C$NEE$DUK$USB$LOW
$334M
127 positions
#12Chancellor Financial Group WB LPPassive
Some overlap · 4 shared positions
$NEE$CMI$C$PEP
$162M
149 positions
#13CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$PEP$CMI$DUK$USB$TMO
$6.9B
64 positions
#14Socorro Asset Management LPActive
Some overlap · 4 shared positions
$NEE$JCI$TXN$PNC
$223M
33 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$PEP$NEE$STT$DUK$HON
$321M
107 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$NEE$PEP$DUK$USB$TXN
$1.3B
58 positions
#17Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$NEE$C$JCI$DUK$LOW
$10.2B
208 positions
#18FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$NEE$C$DUK$USB$TXN
$1.7B
256 positions
#19FARMERS TRUST CO
Some overlap · 5 shared positions
$PEP$NEE$STT$C$HON
$637M
203 positions
#20Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$NEE$PEP$USB$HON
$227M
73 positions
#21Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$PEP$CMI$DUK$TXN$HON
$112M
85 positions
#22INSPIRE TRUST CO, N.A.Passive
Some overlap · 4 shared positions
$NEE$C$JCI$STT
$727M
111 positions
#23Haverford Trust CoActive
Some overlap · 6 shared positions
$NEE$PEP$TXN$TMO$LOW$HON
$11.6B
424 positions
#24PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$C$PEP$STT$DUK$TXN
$1.2B
103 positions
#25CULBERTSON A N & CO INCActive
Some overlap · 6 shared positions
$CMI$PEP$USB$TXN$C$STT
$859M
140 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.