13F Pro

Hedge Funds Similar to Wisconsin Wealth Advisors

13F Portfolio OverlapQ2 2026Wisconsin Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wisconsin Wealth Advisors, LLC is an institutional investor managing $117M across 90 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 Wisconsin Wealth Advisors are RPG Investment Advisory, AGP FRANKLIN, Thomasville National Bank, with shared positions in $CRWD, $PLTR, $FTNT, $BA, $ENB, $AXP. The full ranking of 25 similar funds is below.

#1RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$FTNT$BA
$973M
93 positions
#2AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$BA
$231M
93 positions
#3Thomasville National BankPassive
Some overlap · 5 shared positions
$CRWD$ENB$AXP$CRM$UBER
$1.8B
241 positions
#4MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$PLTR$ENB$BA$CRWD
$360M
118 positions
#5Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$CRM
$269M
51 positions
#6Altrafin AGActive
Some overlap · 3 shared positions
$CRWD$FTNT$UBER
$255M
44 positions
#7Wedbush Fund Advisers, LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$CRM
$1.1B
103 positions
#8GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$CRWD$BA$UBER$CRM
$179M
118 positions
#9Palacios Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$CRWD$PLTR$UBER$TWLO$CRM
$169M
76 positions
#10BLODGETT WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$CRWD$AXP$UBER$PLTR$CRM
$149M
72 positions
#11Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$UBER
$709M
186 positions
#12BIRCHBROOK, INC.Active
Some overlap · 4 shared positions
$CRWD$FTNT$CRM$UBER
$213M
305 positions
#13KRS Capital Management, LLCActive
Some overlap · 5 shared positions
$FTNT$CRWD$AXP$PLTR$TWLO
$215M
124 positions
#14LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 4 shared positions
$FTNT$PLTR$CRM$UBER
$138M
71 positions
#15Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$CRWD$PLTR$UBER
$808M
1,245 positions
#16LAKE STREET PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$BA$UBER
$874M
275 positions
#17Stelac Advisory Services LLCPassive
Some overlap · 4 shared positions
$CRWD$FTNT$PLTR$ADBE
$537M
168 positions
#18Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$BA$CRWD$AXP$CRM$UBER
$825M
104 positions
#19Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$ENB$PLTR
$124M
99 positions
#20Menard Financial Group LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$AXP
$184M
80 positions
#21PeakShares LLCActive
Some overlap · 4 shared positions
$CRWD$PLTR$AXP$UBER
$134.4B
122 positions
#22Realta Investment AdvisorsPassive
Some overlap · 3 shared positions
$CRWD$PLTR$AXP
$322M
378 positions
#23High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$UBER
$586M
959 positions
#24One Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$DHI$ENB$ADBE$CRM
$3.6B
522 positions
#25SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Some overlap · 4 shared positions
$CRWD$PLTR$BLDR$UBER
$181M
57 positions

Compare Wisconsin Wealth Advisors’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 Wisconsin Wealth Advisors’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.