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Hedge Funds Similar to WULFF, HANSEN

13F Portfolio OverlapQ2 2026WULFF, HANSEN portfolio →
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Most similar hedge funds by 13F overlap

WULFF, HANSEN & CO. is an institutional investor managing $130M across 109 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 WULFF, HANSEN are guardian investment, Partners Group Holding AG, Adalta, with shared positions in $BX, $CSX, $BA, $BN, $AWK, $DUK. The full ranking of 25 similar funds is below.

#1guardian investment managementActive
Notable overlap · 3 shared positions
$BX$CSX$BA
$155M
60 positions
#2Partners Group Holding AGActive
Notable overlap · 4 shared positions
$BX$BN$CSX$AWK
$1.5B
52 positions
#3Adalta Capital Management LLCPassive
Notable overlap · 4 shared positions
$BX$BN$DUK$BA
$228M
103 positions
#4SCP Investment, LPActive
Some overlap · 3 shared positions
$BX$DUK$FCX
$108M
47 positions
#5Cottage Street Advisors LLCPassive
Some overlap · 3 shared positions
$BX$CSX$FCX
$259M
149 positions
#6Beech Hill Advisors, Inc.Passive
Some overlap · 4 shared positions
$BX$FCX$BA$DLR
$226M
97 positions
#7Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$BX$BN$DUK
$504M
213 positions
#8Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$BX$FCX$PM
$161M
189 positions
#9Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$BX$BN$PM
$147M
54 positions
#10Gold Investment Management Ltd.Passive
Some overlap · 4 shared positions
$BN$CSX$BIP$LMT
$369M
202 positions
#11ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$BX$FCX$BA$MP
$2.3B
181 positions
#12SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$BX$PM$FCX$DLR
$145M
43 positions
#13Orca Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PM$BX$CSX$DUK$LMT
$167M
83 positions
#14Parkside Investments, LLCActive
Some overlap · 3 shared positions
$BN$BX$FCX
$902M
91 positions
#15CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BX$BA$GPC
$2.0B
76 positions
#16BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$PM$BX$FCX$DLR
$171M
116 positions
#17Strategic Wealth Partners, Ltd.Passive
Some overlap · 4 shared positions
$PM$BX$FCX$DLR
$1.6B
1,462 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$PM$BX$MDLZ$LMT
$529M
75 positions
#19Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$CSX$PM$BA
$87M
113 positions
#20Smith Partners Wealth Management, LLCActive
Some overlap · 3 shared positions
$CSX$PM$DUK
$126M
73 positions
#21Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$PM$MDLZ$LMT$DUK$DLR
$596M
127 positions
#22Blue Capital, Inc.Passive
Some overlap · 3 shared positions
$CSX$PM$DLR
$158M
122 positions
#23Canal Capital Management, LLCPassive
Some overlap · 3 shared positions
$BX$PM$DUK
$819M
220 positions
#24DCM Advisors, LLCActive
Some overlap · 3 shared positions
$CSX$PM$BA
$253M
38 positions
#25Yaupon Capital Management LPActive
Some overlap · 4 shared positions
$FCX$CSX$AWK$DUK
$5.1B
124 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.