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 Porter White Investment Advisors,

13F Portfolio OverlapQ1 2026Porter White Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Porter White Investment Advisors, Inc. is an institutional investor managing $260M across 40 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 Porter White Investment Advisors, are Hill Investment Group Partners,, QUARRY HILL ADVISORS,, Meritas Wealth ,, with shared positions in $AMN, $NKE, $NSC, $MKL, $IAU. The full ranking of 25 similar funds is below.

#1Hill Investment Group Partners, LLCSmart money

Highly similar · 3 shared positions

$AMN $NKE $NSC

$906M

50 positions

#2QUARRY HILL ADVISORS, LLCSmart money

Highly similar · 3 shared positions

$AMN $NKE $MKL

$243M

51 positions

#3Meritas Wealth Management, LLCActive

Highly similar · 3 shared positions

$AMN $NKE $NSC

$221M

60 positions

#4KEB ASSET MANAGEMENT, LLCActive

Highly similar · 3 shared positions

$AMN $NKE $MKL

$522M

97 positions

#5RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Highly similar · 3 shared positions

$AMN $NKE $IAU

$296M

80 positions

#6McCartney Wealth Management LLCActive

Highly similar · 3 shared positions

$AMN $NSC $NKE

$119M

65 positions

#7BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 3 shared positions

$AMN $NKE $IAU

$251M

40 positions

#8Kane Co Wealth Management, Inc.Active

Substantial overlap · 3 shared positions

$AMN $NKE $NSC

$119M

51 positions

#9PINNEY & SCOFIELD, INC.Active

Substantial overlap · 3 shared positions

$NKE $NSC $IAU

$185M

243 positions

#10Broadhurst Jeffrey BActive

Substantial overlap · 3 shared positions

$NKE $NSC $IAU

$98M

41 positions

#11Fort Vancouver Investment Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $MKL $IAU

$197M

59 positions

#12Trailhead Planners LLCActive

Substantial overlap · 3 shared positions

$AMN $IAU $NKE

$104M

49 positions

#13Burk Holdings LLCPassive

Substantial overlap · 3 shared positions

$AMN $NKE $IAU

$233M

676 positions

#14Beaird Harris Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $IAU $MKL

$1.5B

686 positions

#15MB Generational Wealth, LLCActive

Substantial overlap · 4 shared positions

$AMN $NSC $NKE $MKL

$181M

66 positions

#16JDH Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$NKE $AMN $IAU

$148M

54 positions

#17Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $NKE $IAU

$1.1B

81 positions

#18Rather & Kittrell, Inc.Active

Substantial overlap · 3 shared positions

$NSC $NKE $IAU

$648M

113 positions

#19EnRich Financial Partners LLCActive

Substantial overlap · 3 shared positions

$NKE $AMN $IAU

$377M

64 positions

#20Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 4 shared positions

$AMN $IAU $NKE $MKL

$931M

518 positions

#21Pacific Asset Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $IAU

$179M

70 positions

#22JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$NKE $IAU $AMN

$1.1B

286 positions

#23Oceanside Advisors LLCActive

Substantial overlap · 4 shared positions

$NKE $IAU $AMN $NSC

$175M

53 positions

#24ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Substantial overlap · 3 shared positions

$NKE $IAU $AMN

$167M

35 positions

#25DOPKINS WEALTH MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$NKE $AMN $IAU

$249M

92 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.