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 WOLFF WIESE MAGANA

13F Portfolio OverlapQ3 2026WOLFF WIESE MAGANA portfolio →

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Most similar hedge funds by 13F overlap

WOLFF WIESE MAGANA LLC is an institutional investor managing $218M across 1,038 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WOLFF WIESE MAGANA are EDGAR LOMAX, Oak Harvest Investment Services, Insight Inv, with shared positions in $MS, $UNP, $DUK, $AMGN, $PEP, $SCHW. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$MS $UNP $DUK $AMGN $PEP $SCHW

$1.3B

58 positions

#2Oak Harvest Investment ServicesPassive

Notable overlap · 7 shared positions

$MS $UNP $DUK $KLAC $AMGN $SCHW

$1.1B

166 positions

#3Insight Inv LLCPassive

Notable overlap · 6 shared positions

$MS $AMGN $QCOM $PEP $GLW $MRVL

$210M

108 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$AMGN $MS $QCOM $PEP $MTB $ABT

$1.2B

100 positions

#5Pathway Financial Advisers, LLCPassive

Notable overlap · 7 shared positions

$PEP $DUK $KLAC $GLW $MRVL $AMGN

$397M

167 positions

#6Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 7 shared positions

$PEP $AMGN $SCHW $DUK $UNP $ABT

$170M

121 positions

#7Granite Group Advisors, LLCActive

Some overlap · 5 shared positions

$AMGN $MS $QCOM $PEP $MTB

$158M

78 positions

#8O'Keefe Stevens Advisory, Inc.Active

Some overlap · 6 shared positions

$AMGN $QCOM $UNP $GLW $MTB $DUK

$489M

81 positions

#9DLK Investment Management, LLCPassive

Some overlap · 5 shared positions

$AMGN $QCOM $PEP $SCHW $ABT

$275M

99 positions

#10Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$QCOM $KLAC $AMGN $SCHW $PEP $GLW

$762M

267 positions

#11Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$AMGN $MS $DUK $ABT $KLAC

$292M

99 positions

#12Cornerstone Capital, Inc.Active

Some overlap · 6 shared positions

$AMGN $GLW $SCHW $PEP $ABT $DOC

$1.1B

120 positions

#13JACOBS & CO/CAPassive

Some overlap · 6 shared positions

$QCOM $UNP $AMGN $SCHW $PEP $GLW

$1.2B

132 positions

#14Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $QCOM $PEP $UNP $ABT

$455M

118 positions

#15Advanced Asset Management Advisors IncActive

Some overlap · 5 shared positions

$AMGN $QCOM $UNP $PEP $DUK

$387M

88 positions

#16PINKERTON WEALTH, LLCActive

Some overlap · 5 shared positions

$QCOM $AMGN $PEP $DUK $ABT

$1.2B

103 positions

#17SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 5 shared positions

$QCOM $AMGN $PEP $DUK $ABT

$1.3B

97 positions

#18Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$MS $HBAN $PEP $DUK $ABT

$161M

62 positions

#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$AMGN $QCOM $PEP $DUK $ABT

$203M

58 positions

#20Crescent Sterling, Ltd.Passive

Some overlap · 5 shared positions

$AMGN $PEP $QCOM $DUK $ABT

$122M

92 positions

#21Cullen Capital Management, LLCActive

Some overlap · 4 shared positions

$DOC $MS $QCOM $DUK

$10.2B

208 positions

#22Nordwand Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $AMGN $UNP $MRVL $ABT

$652M

146 positions

#23Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$MS $UNP $DUK $AMGN $ABT

$856M

89 positions

#24Kensington Investment Counsel, LLCPassive

Some overlap · 4 shared positions

$AMGN $QCOM $PEP $UNP

$230M

85 positions

#25HAMEL ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$AMGN $UNP $DUK $ABT $PEP

$363M

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.