13F Pro

Hedge Funds Similar to WP Advisors

13F Portfolio OverlapQ3 2026WP Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WP Advisors, LLC is an institutional investor managing $436M across 110 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 WP Advisors are PENN DAVIS MCFARLAND, Torrey Growth & Income Advisors, Fort Sheridan Advisors, with shared positions in $EPD, $PYPL, $CRM, $QCOM, $PFE, $AMGN. The full ranking of 25 similar funds is below.

#1PENN DAVIS MCFARLAND INCActive
Some overlap · 7 shared positions
$EPD$PYPL$CRM$QCOM$PFE$AMGN
$1.2B
74 positions
#2Torrey Growth & Income AdvisorsSmart money
Some overlap · 7 shared positions
$PFE$AXP$CRM$VRTX$QCOM$UBER
$294M
108 positions
#3Fort Sheridan Advisors LLCPassive
Some overlap · 4 shared positions
$EPD$AXP$OKE$QCOM
$928M
299 positions
#4Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$VLO$EPD$PFE$MO$AMGN$WFC
$984M
94 positions
#5CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$EPD$PFE$PYPL$CRM$FISV$NOW
$101M
125 positions
#6Foster Victor Wealth Advisors, LLCPassive
Some overlap · 8 shared positions
$VLO$PFE$CRM$OKE$DELL$QCOM
$2.0B
266 positions
#7LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$EPD$PFE$WFC
$489M
244 positions
#8Uptown Financial Advisors LLCActive
Some overlap · 3 shared positions
$EPD$AXP$WFC
$140M
77 positions
#9Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$PFE$BKNG$OKE$MO
$227M
47 positions
#10BERKLEY W R CORPPassive
Some overlap · 3 shared positions
$EPD$PFE$PGR
$2.1B
342 positions
#11EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 4 shared positions
$EPD$OKE$AXP$PM
$3.0B
277 positions
#12Pacer Advisors, Inc.Passive
Some overlap · 8 shared positions
$PFE$CRM$BKNG$VLO$MO$INTU
$39.3B
2,614 positions
#13AMERICAN FINANCIAL GROUP INCActive
Some overlap · 6 shared positions
$EPD$OKE$CRM$FISV$UBER$NOW
$284M
73 positions
#14Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$EPD$AXP$MO$INTU
$673M
158 positions
#15Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$EPD$VLO$MO
$113M
55 positions
#16Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$VLO$AXP$PYPL$QCOM$AMGN$WFC
$320M
72 positions
#17HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 7 shared positions
$EPD$AXP$MO$PM$PGR$WFC
$252M
43 positions
#18TORRAY LLCActive
Some overlap · 6 shared positions
$PFE$OKE$APH$VRTX$AMGN$NOW
$741M
91 positions
#19TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 3 shared positions
$EPD$OKE$VLO
$9.8B
91 positions
#20Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$EPD$PFE$VLO$OKE$MO
$259M
124 positions
#21CEERA INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$AXP$PYPL$CRM$MO$INTU$UBER
$236M
101 positions
#22Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$PFE$CRM$VLO$OKE$AMGN
$116M
172 positions
#23Planning Strategies Inc.Active
Some overlap · 4 shared positions
$EPD$DELL$PM$WFC
$169M
1,159 positions
#24Deane Retirement Strategies, Inc.Passive
Some overlap · 5 shared positions
$VLO$AXP$CRM$WFC$NOW
$244M
53 positions
#25Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$EPD$APH$VLO
$193M
678 positions

Compare WP 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 WP 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.