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Hedge Funds Similar to Wynn

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

Wynn Capital, LLC is an institutional investor managing $224M across 116 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 Wynn are Cetera Company, N.A, PRING TURNER GROUP, Bell & Brown Wealth Advisors, with shared positions in $MCK, $SCHW, $AMGN, $FDX, $CVS, $MMM. The full ranking of 25 similar funds is below.

#1Cetera Trust Company, N.APassive
Notable overlap · 9 shared positions
$MCK$SCHW$AMGN$FDX$CVS$MMM
$199M
345 positions
#2PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 6 shared positions
$AXP$WFC$MCK$SCHW$CMI$TXN
$175M
73 positions
#3Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$WFC$AXP$AMGN$FDX$QCOM$DIS
$330M
73 positions
#4ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$WFC$BNY$SCHW$MCK$BLK$AMGN
$1.5B
282 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AXP$BNY$MCK$AMGN$CVS
$297M
103 positions
#6INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 8 shared positions
$AXP$SCHW$CMI$AMGN$FDX$BLK
$347M
140 positions
#7Ironwood Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$AXP$SCHW$AMGN$CMI$QCOM$DIS
$762M
267 positions
#8ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$WFC$AMGN$BNY$CMI$QCOM$TXN
$460M
220 positions
#9Kinsale Capital Group, Inc.Active
Some overlap · 6 shared positions
$BNY$MCK$SCHW$AMGN$DIS$TXN
$754M
41 positions
#10BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 6 shared positions
$BNY$MCK$AMGN$CVS$CMI$QCOM
$404M
99 positions
#11DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$BNY$SCHW$AMGN$FDX$QCOM$CVS
$217M
108 positions
#12GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$AXP$SCHW$AMGN$CVS$QCOM
$906M
153 positions
#13ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$AXP$MCK$SCHW$FDX$DIS
$807M
209 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$SCHW$WFC$AMGN$FDX$CVS$TXN
$1.3B
58 positions
#15North Forty Two & Co.Passive
Some overlap · 6 shared positions
$WFC$AMGN$CVS$CMI$QCOM$TXN
$118M
104 positions
#16MeadowBrook Investment Advisors LLCPassive
Some overlap · 5 shared positions
$WFC$AXP$CVS$DIS$BLK
$126M
196 positions
#17Wilson & Boucher Capital Management, LLCPassive
Some overlap · 6 shared positions
$SCHW$WFC$AMGN$CMI$MCK$QCOM
$170M
121 positions
#18DCM Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$WFC$CVS$DIS
$253M
38 positions
#19Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$WFC$SCHW$FDX$CVS$DIS
$684M
359 positions
#20BAXTER BROS INCPassive
Some overlap · 5 shared positions
$AXP$SCHW$WFC$QCOM$TXN
$864M
172 positions
#21WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$AXP$SCHW$WFC$AMGN$DIS
$575M
82 positions
#22Neumann Capital Management, LLCActive
Some overlap · 5 shared positions
$WFC$SCHW$CVS$CMI$DIS
$151M
58 positions
#23Keystone Financial ServicesActive
Some overlap · 4 shared positions
$WFC$BNY$MCK$SCHW
$388M
131 positions
#24St. Johns Investment Management Company, LLCPassive
Some overlap · 5 shared positions
$AXP$AMGN$CMI$QCOM$CVS
$264M
201 positions
#25TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$WFC$SCHW$AMGN$TXN$BLK
$143M
104 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.