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 Winthrop Partners - WNY

13F Portfolio OverlapQ2 2026Winthrop Partners - WNY portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Winthrop Partners - WNY, LLC is an institutional investor managing $202M across 87 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 Partners - WNY are Keyes, Stange & Wooten Wealth, Scissortail Wealth, Phoenix Wealth Advisors, with shared positions in $ETN, $CB, $MSI, $MPC, $JCI, $UNP. The full ranking of 25 similar funds is below.

#1Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 16 shared positions

$ETN $CB $MSI $MPC $JCI $UNP

$251M

74 positions

#2Scissortail Wealth Management, LLCPassive

Substantial overlap · 13 shared positions

$ETN $CB $ADI $MSI $MPC $JCI

$520M

106 positions

#3Phoenix Wealth AdvisorsActive

Substantial overlap · 14 shared positions

$ETN $ADI $MPC $CB $JCI $MSI

$297M

129 positions

#4Tulsa Wealth Advisors, INCActive

Substantial overlap · 14 shared positions

$ETN $MSI $MPC $ADI $CB $JCI

$710M

166 positions

#5Comprehensive Financial Consultants Institutional, Inc.Passive

Substantial overlap · 14 shared positions

$ETN $ADI $MPC $JCI $CB $UNP

$378M

205 positions

#6HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 13 shared positions

$ADI $ETN $MSI $MPC $JCI $CB

$461M

144 positions

#7Clear Trail Advisors, LLCPassive

Notable overlap · 12 shared positions

$ETN $MPC $MSI $DRI $ADI $CME

$655M

161 positions

#8CrossGen Wealth, LLCPassive

Notable overlap · 8 shared positions

$ETN $CB $MPC $JCI $UNP $MSI

$129M

214 positions

#9CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 14 shared positions

$MPC $ADI $JCI $ETN $CB $UNP

$1.0B

300 positions

#10Wealth Intelligence, LLCActive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $UNP $CB $CME

$215M

59 positions

#11TMB Capital Partners, LLCPassive

Notable overlap · 12 shared positions

$ADI $ETN $MSI $MPC $JCI $CB

$321M

177 positions

#12Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$ETN $GLW $ADI $APD

$214M

33 positions

#13LightSquare Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$ETN $MPC $JCI $CB $DRI $ADI

$145M

104 positions

#14Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$ADI $CB $UNP $VZ $NEE $BX

$116M

240 positions

#15RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$GLW $ETN $ADI $MSI $NEE

$1.1B

90 positions

#16Katamaran Capital LLPPassive

Notable overlap · 3 shared positions

$MSI $GLW $ADI

$126M

36 positions

#17Nemes Rush Group LLCPassive

Notable overlap · 7 shared positions

$ETN $MSI $CB $CME $JCI $UNP

$1.2B

954 positions

#18Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ETN $ADI $APD $UNP $CME $NEE

$170M

61 positions

#19BOWEN HANES & CO INCActive

Notable overlap · 5 shared positions

$GLW $MSI $UNP $ETN $BX

$4.1B

151 positions

#20NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$GLW $CB $UNP $APD $CMI

$481M

161 positions

#21CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 7 shared positions

$ETN $GLW $ADI $JCI $UNP $PM

$827M

181 positions

#22Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$GLW $CME $ETN $UNP $VZ $NEE

$239M

126 positions

#23Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 5 shared positions

$GLW $ADI $VZ $NEE $BX

$327M

94 positions

#24Estabrook Capital ManagementPassive

Notable overlap · 5 shared positions

$GLW $UNP $CB $ETN $VZ

$739M

344 positions

#25GRANDFIELD & DODD, LLCActive

Notable overlap · 4 shared positions

$ADI $CB $JCI $APD

$1.9B

217 positions

Compare Winthrop Partners - WNY’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Winthrop Partners - WNY’s holdings

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.