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Hedge Funds Similar to WPWealth LLP

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

WPWealth LLP is an institutional investor managing $674M across 103 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 WPWealth LLP are Crescent Sterling, Ltd., MOSELEY INVESTMENT, Icon Wealth Advisors, with shared positions in $TXN, $LMT, $HON, $HONA, $VLO, $EPD. The full ranking of 25 similar funds is below.

#1Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$TXN$LMT$HON$HONA$VLO
$112M
85 positions
#2MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 5 shared positions
$LMT$HON$EPD$AXON$VLO
$314M
163 positions
#3Icon Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$WTTR$EPD$TRGP$TXN
$1.7B
420 positions
#4ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 4 shared positions
$LMT$TXN$EPD$VLO
$194M
122 positions
#5ASSET PLANNING SERVICES INC /LA/ /ADVActive
Some overlap · 4 shared positions
$LMT$TXN$EPD$SPCX
$236M
36 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$LMT$TXN$HON$HONA
$529M
75 positions
#7TL Private WealthSmart money
Some overlap · 4 shared positions
$LMT$TXN$HON$HONA
$273M
54 positions
#8Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$LMT$TXN$HON$HONA
$358M
74 positions
#9Themes Management Co LLCPassive
Some overlap · 4 shared positions
$LMT$AXON$HON$HONA
$151M
120 positions
#10Meixler Investment Management, Ltd.Passive
Some overlap · 4 shared positions
$LMT$EPD$HON$HONA
$181M
90 positions
#11LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$LMT$TXN$HON$HONA
$573M
129 positions
#12Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$LMT$TRGP$TXN
$255M
278 positions
#13PENN DAVIS MCFARLAND INCActive
Some overlap · 3 shared positions
$LMT$TXN$EPD
$1.1B
79 positions
#14Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$LMT$TXN$EPD
$398M
113 positions
#15Canal Insurance COActive
Some overlap · 3 shared positions
$LMT$AXON$EPD
$456M
76 positions
#16Palmer Knight CoPassive
Some overlap · 4 shared positions
$TXN$HON$HONA$SPCX
$260M
36 positions
#17Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$TRGP$TXN$EPD
$181M
29 positions
#18MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$TRGP$TXN$EPD
$3.8B
152 positions
#19Verity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$EPD$TXN$LMT$SPCX
$264M
223 positions
#20CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$TRGP$EPD$WTTR
$2.2B
73 positions
#21Willis Investment CounselActive
Some overlap · 3 shared positions
$LMT$TXN$VLO
$2.1B
125 positions
#22ELCO Management Co., LLCPassive
Some overlap · 3 shared positions
$TRGP$EPD$HON
$232M
174 positions
#23SL ADVISORS, LLCActive
Some overlap · 3 shared positions
$TRGP$EPD$LMT
$57M
32 positions
#24HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$LMT$HON$HONA
$321M
107 positions
#25Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$LMT$HON$HONA
$181M
50 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.