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Hedge Funds Similar to White Pine Investment

13F Portfolio OverlapQ3 2026White Pine Investment portfolio →
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Most similar hedge funds by 13F overlap

White Pine Investment CO is an institutional investor managing $480M across 68 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to White Pine Investment are DCM Advisors, Baugh & Associates, FINANCIAL ADVISORY PARTNERS, with shared positions in $MS, $MPC, $VZ, $NEE, $PAYX, $SYK. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Some overlap · 3 shared positions
$MS$MPC$VZ
$253M
38 positions
#2Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$MS$NEE$VZ
$221M
41 positions
#3FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$MS$NEE$PAYX$SYK
$377M
75 positions
#4Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 3 shared positions
$MPC$NEE$VZ
$251M
74 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$MS$NEE$PYPL$ADP$SBUX
$1.2B
100 positions
#6LDIC Inc.Active
Some overlap · 3 shared positions
$MS$NEE$SYK
$166M
19 positions
#7LAWOOD & COPassive
Some overlap · 4 shared positions
$NEE$MS$VZ$HON
$145M
94 positions
#8SkyOak Wealth, LLCPassive
Some overlap · 4 shared positions
$MS$NEE$VZ$NOW
$612M
252 positions
#9Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$MS$VZ$NEE$DTB
$218M
125 positions
#10Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$MS$MPC$EPD
$193M
678 positions
#11Tradewinds, LLC.Passive
Some overlap · 4 shared positions
$MS$HON$HONA$MPC
$444M
215 positions
#12Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$MPC$NEE$VZ
$297M
129 positions
#13HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$NEE$MS$HON$HONA$DTB$SYK
$1.7B
479 positions
#14Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$MS$NEE$MRSH
$253M
63 positions
#15St. James Investment Company, LLCActive
Some overlap · 4 shared positions
$NEE$VZ$HON$HONA
$630M
24 positions
#16VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NEE$MS$VZ
$1.1B
141 positions
#17Clear Trail Advisors, LLCPassive
Some overlap · 4 shared positions
$MPC$VZ$NEE$EPD
$657M
159 positions
#18Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$MS$VZ$ADP
$161M
62 positions
#19Westwind CapitalPassive
Some overlap · 3 shared positions
$NEE$MS$NOW
$426M
87 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$HON$HONA$NOW$SBUX
$360M
73 positions
#21Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 3 shared positions
$CNI$MS$SBUX
$474M
72 positions
#22DJE Kapital AGActive
Some overlap · 4 shared positions
$MS$NEE$VZ$ROK
$5.3B
124 positions
#23Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 3 shared positions
$MPC$VZ$MS
$371M
198 positions
#24OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$MS$NEE$HON$HONA$ROK
$230M
116 positions
#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NEE$VZ$MS
$529M
72 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.