How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to WHITE PINE

13F Portfolio OverlapQ2 2026WHITE PINE portfolio →

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Most similar hedge funds by 13F overlap

WHITE PINE CAPITAL LLC is an institutional investor managing $423M across 240 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 WHITE PINE are Somerset Group, DMKC Advisory Services, SilverOak Wealth, with shared positions in $MMM, $WFC, $TRV, $ECL, $EMR, $C. The full ranking of 25 similar funds is below.

#1Somerset Group LLCActive

Some overlap · 4 shared positions

$MMM $WFC $TRV $ECL

$142M

58 positions

#2DMKC Advisory Services, LLCActive

Some overlap · 4 shared positions

$MMM $WFC $EMR $C

$530M

92 positions

#3SilverOak Wealth Management LLCActive

Some overlap · 3 shared positions

$MMM $ECL $WFC

$777M

126 positions

#4Great Waters Wealth ManagementSmart money

Some overlap · 3 shared positions

$MMM $ECL $TRV

$1.1B

127 positions

#5Clark & Stuart, IncPassive

Some overlap · 3 shared positions

$MMM $EMR $ECL

$159M

57 positions

#6Birchwood Financial Partners, Inc.Passive

Some overlap · 3 shared positions

$MMM $WFC $ECL

$122M

352 positions

#7NEEDHAM INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$CECO $GENI $ARLO $ATRO $TNC

$3.3B

176 positions

#8SKBA CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$MMM $WFC $C

$606M

79 positions

#9Allied Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$MMM $WFC $EMR

$797M

110 positions

#10Massachusetts Wealth ManagementPassive

Some overlap · 4 shared positions

$MMM $WFC $EMR $C

$262M

98 positions

#11Kure Advisory, LLCActive

Some overlap · 3 shared positions

$MMM $WFC $TRV

$211M

62 positions

#12HighMark Wealth Management LLCActive

Some overlap · 4 shared positions

$MMM $WFC $TRV $ECL

$299M

565 positions

#13Nicollet Investment Management, Inc.Active

Some overlap · 3 shared positions

$MMM $EQIX $ECL

$324M

77 positions

#14InvesTrustPassive

Some overlap · 3 shared positions

$MMM $WFC $EMR

$260M

95 positions

#15P.A.W. CAPITAL CORPPassive

Some overlap · 3 shared positions

$MMM $MS $GENI

$133M

66 positions

#16BAYBANPassive

Some overlap · 3 shared positions

$MMM $WFC $TRV

$130M

595 positions

#17ABNER HERRMAN & BROCK LLCActive

Some overlap · 4 shared positions

$WFC $MS $EMR $C

$1.1B

111 positions

#18Pflug Koory, LLCPassive

Some overlap · 4 shared positions

$SXI $C $WFC $EMR

$250M

426 positions

#19Beta Wealth Group, Inc.Active

Some overlap · 4 shared positions

$WFC $MS $EMR $C

$267M

114 positions

#20BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 3 shared positions

$MMM $EMR $C

$263M

90 positions

#21GLOBALT Investments LLC / GAActive

Some overlap · 4 shared positions

$MS $EMR $C $WFC

$3.0B

213 positions

#22William B. Walkup & Associates, Inc.Passive

Some overlap · 4 shared positions

$MS $TRV $EMR $WFC

$208M

258 positions

#23CULBERTSON A N & CO INCActive

Some overlap · 4 shared positions

$WFC $TRV $C $MS

$859M

140 positions

#24Vermillion Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WFC $TRV $ECL $MS

$427M

1,545 positions

#25Northern Financial Advisors IncPassive

Some overlap · 3 shared positions

$MMM $TRV $MS

$151M

100 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.