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 W.G. Shaheen & Associates DBA Whitney &

13F Portfolio OverlapQ1 2026W.G. Shaheen & Associates DBA Whitney & portfolio →

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Most similar hedge funds by 13F overlap

W.G. Shaheen & Associates DBA Whitney & Co is an institutional investor managing $1.2B across 175 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to W.G. Shaheen & Associates DBA Whitney & are BARLOW WEALTH PARTNERS,, Elevated Private Wealth,, OAK ASSOCIATES LTD /OH/, with shared positions in $SCHW, $VRTX, $ASML, $ADBE, $CRM, $LRCX. The full ranking of 25 similar funds is below.

#1BARLOW WEALTH PARTNERS, INC.Active

Some overlap · 5 shared positions

$SCHW $VRTX $ASML $ADBE $CRM

$900M

137 positions

#2Elevated Private Wealth, LLC

Some overlap · 5 shared positions

$SCHW $LRCX $MRVL $ADBE $CRM

$97M

94 positions

#3OAK ASSOCIATES LTD /OH/Active

Some overlap · 6 shared positions

$SCHW $LOW $ADBE $CI $LRCX $CRM

$1.5B

140 positions

#4Hixon Zuercher, LLCPassive

Some overlap · 6 shared positions

$SCHW $LOW $ADBE $CRM $CPRT $SYK

$321M

85 positions

#5Boomfish Wealth Group, LLCPassive

Some overlap · 5 shared positions

$VRTX $ASML $BKNG $LOW $CRM

$187M

87 positions

#6Kovitz Investment Group Partners, LLCPassive

Some overlap · 7 shared positions

$LRCX $VRTX $SCHW $NEM $CRM $SYK

$4.3B

484 positions

#7Gibraltar Capital Management, Inc.Active

Some overlap · 6 shared positions

$ASML $BKNG $ADBE $CRM $MOH $CPRT

$581M

125 positions

#8NORTH STAR ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$SCHW $ASML $ADBE $LOW $SYK

$2.3B

356 positions

#9PARTHENON LLCActive

Some overlap · 6 shared positions

$SCHW $BKNG $CRM $PAYX $SYK $MDLZ

$875M

127 positions

#10Cetera Trust Company, N.APassive

Some overlap · 5 shared positions

$LRCX $SCHW $NEM $CRM $BKNG

$177M

351 positions

#11ASSOCIATED BANC-CORPPassive

Some overlap · 5 shared positions

$LRCX $SCHW $LOW $CRM $CI

$3.8B

332 positions

#12Element Squared LLCActive

Some overlap · 5 shared positions

$SCHW $NEM $IBKR $RYAAY $LRCX

$177M

42 positions

#13Blue Whale Capital LLPActive

Some overlap · 4 shared positions

$LRCX $NEM $SCHW $IBKR

$2.1B

26 positions

#14Fairtree Asset Management (Pty) LtdPassive

Some overlap · 6 shared positions

$BKNG $RMD $EW $CRM $ADBE $SYK

$218M

96 positions

#15Heron Bay Capital ManagementActive

Some overlap · 4 shared positions

$SCHW $LRCX $ADBE $CRM

$1.1B

78 positions

#16Fulcrum Capital LLCActive

Some overlap · 4 shared positions

$VRTX $LRCX $EW $ADBE

$461M

101 positions

#17MANNING & NAPIER ADVISORS LLCActive

Some overlap · 5 shared positions

$VRTX $ASML $LRCX $MOH $BKNG

$7.1B

616 positions

#18JOHNSTON ASSET MANAGEMENT CORPActive

Some overlap · 5 shared positions

$SCHW $ASML $VRTX $EW $ADBE

$2.1B

73 positions

#19ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive

Some overlap · 6 shared positions

$LRCX $ASML $CRM $ADBE $BKNG $CI

$184.8B

1,810 positions

#20Strengthening Families & Communities, LLCPassive

Some overlap · 5 shared positions

$NEM $LRCX $ASML $MRVL $SYK

$401M

589 positions

#21Investment Research & Advisory Group, Inc.Active

Some overlap · 4 shared positions

$SCHW $ASML $BKNG $CRM

$286M

279 positions

#22STRATEGIC PLANNING GROUP, LLCPassive

Some overlap · 4 shared positions

$LRCX $NEM $VRTX $ASML

$715M

72 positions

#23Provident Investment Management, Inc.Active

Some overlap · 4 shared positions

$SCHW $VRTX $BKNG $CPRT

$1.0B

82 positions

#24Timber Creek Capital Management LLCPassive

Some overlap · 4 shared positions

$SCHW $ASML $CNH $CRM

$412M

78 positions

#25Lafayette Investments, Inc.Active

Some overlap · 5 shared positions

$SCHW $LOW $PAYX $ADBE $ASML

$494M

158 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.