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Hedge Funds Similar to WRIGHT INVESTORS SERVICE

13F Portfolio OverlapQ2 2026WRIGHT INVESTORS SERVICE portfolio →
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Most similar hedge funds by 13F overlap

WRIGHT INVESTORS SERVICE INC is an institutional investor managing $366M across 148 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 WRIGHT INVESTORS SERVICE are MOUNT VERNON ASSOCIATES, Stone Summit Wealth, Weaver C. Barksdale & Associates, with shared positions in $SCHW, $AXP, $BMY, $DAL, $C, $GILD. The full ranking of 25 similar funds is below.

#1MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 5 shared positions
$SCHW$AXP$BMY$DAL$C
$153M
62 positions
#2Stone Summit Wealth LLCPassive
Some overlap · 5 shared positions
$GILD$AXP$NEE$BMY$SCHW
$394M
144 positions
#3Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$GILD$SCHW$NEE$CI
$111M
62 positions
#4Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$GILD$NEE$EXPE$NTAP$BMY
$8.0B
102 positions
#5TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$GILD$AXP$EXPE$NEE
$211M
127 positions
#6Anchor Bay Capital, Inc.Passive
Some overlap · 4 shared positions
$SCHW$GILD$NRG$NEE
$185M
341 positions
#7BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$AXP$PGR$DAL$NEE$C
$171M
116 positions
#8SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$AXP$PGR$DAL$NEE$C
$145M
43 positions
#9Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$AXP$PGR$DAL$NEE$C
$1.6B
1,462 positions
#10Integras Partners LLCPassive
Some overlap · 4 shared positions
$GILD$BMY$NRG$NEE
$181M
100 positions
#11Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$SCHW$AXP$PGR$C
$63.1B
341 positions
#12Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$GILD$SCHW$BMY
$151M
58 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$SCHW$GILD$BMY$NEE
$1.3B
58 positions
#14Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$SCHW$NRG$NEE$C
$134M
104 positions
#15Hudson Capital Management LLCPassive
Some overlap · 4 shared positions
$GILD$BMY$EBAY$CI
$414M
74 positions
#16Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$GILD$AXP$BMY$NEE
$473M
58 positions
#17BLALOCK WILLIAMS, LLCPassive
Some overlap · 4 shared positions
$SCHW$PGR$AXP$C
$154M
154 positions
#18Parrish Capital LLC
Some overlap · 3 shared positions
$GILD$AXP$SCHW
$104M
87 positions
#19LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 5 shared positions
$NRG$EXPE$NTAP$EBAY$CI
$7.9B
41 positions
#20MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 4 shared positions
$SCHW$PGR$CI$BMY
$519M
123 positions
#21WEST MICHIGAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AXP$GILD$BMY$NEE
$455M
298 positions
#22FCF Advisors LLCPassive
Some overlap · 4 shared positions
$GILD$BMY$EXPE$NTAP
$544M
58 positions
#23Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$GILD$AXP$BMY
$274M
58 positions
#24POWER WEALTH MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SCHW$NEE$C$CI
$291M
118 positions
#25Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$AXP$PGR
$178M
125 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.