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 Whitegate Investment Counselors,

13F Portfolio OverlapQ1 2026Whitegate Investment Counselors, portfolio →

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Most similar hedge funds by 13F overlap

Whitegate Investment Counselors, Inc. is an institutional investor managing $315M across 68 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 Whitegate Investment Counselors, are Firestone, Employees' Retirement Fund of the City of Fort Worth, Ballast Financial Advisors, with shared positions in $HUM, $COP, $UNIT, $SCHW, $MDY, $MKL. The full ranking of 25 similar funds is below.

#1Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$HUM $COP $UNIT $SCHW $MDY $MKL

$480M

160 positions

#2Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$HUM $COP $UNIT $SCHW

$230M

21 positions

#3Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $COP $UNIT

$98M

68 positions

#4FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$HUM $COP $SCHW

$264M

25 positions

#5STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $COP $CTVA $UPST

$547M

180 positions

#6Noble Family Wealth, LLCActive

Notable overlap · 6 shared positions

$HUM $UNIT $CTVA $SNOW $MKL $UPST

$484M

76 positions

#7WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$HUM $COP $SCHW $SNOW $UPST

$350M

95 positions

#8Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 5 shared positions

$HUM $COP $SCHW $UNIT $MKL

$1.2B

1,060 positions

#9Asset Management Group, Inc.Passive

Notable overlap · 8 shared positions

$HUM $COP $UNIT $SNOW $SCHW $MDY

$619M

138 positions

#10SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$HUM $UNIT $SCHW $MPC $MKL

$272M

554 positions

#11McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$HUM $COP $SNOW

$192M

27 positions

#12Family CFO IncActive

Notable overlap · 4 shared positions

$HUM $UNIT $SCHW $MKL

$223M

41 positions

#13PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $COP $SNOW $UNIT

$198M

106 positions

#14Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$HUM $COP $MKL $CSX

$67M

42 positions

#15ASPIRIANT, LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $MKL $CTVA $SCHW

$3.5B

338 positions

#16American Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$HUM $COP $SNOW $CTVA $UNIT $SCHW

$750M

159 positions

#17Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$HUM $COP $SCHW

$147M

13 positions

#18Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $SNOW $MKL $UPST

$227M

74 positions

#19Fullerton Advisors, LLCActive

Notable overlap · 5 shared positions

$HUM $COP $MKL $SCHW $UPST

$97M

53 positions

#20FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $UNIT $SCHW

$176M

104 positions

#21Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $SCHW $SNOW $COP

$167M

71 positions

#22Asset Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$HUM $COP $SCHW $SNOW

$199M

116 positions

#23HANOVER ADVISORS INCActive

Notable overlap · 5 shared positions

$HUM $MDY $SNOW $SCHW $MKL

$246M

118 positions

#24Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$HUM $COP $SNOW $UNIT $UPST

$109M

1,311 positions

#25ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$HUM $UNIT $SNOW $SCHW $MKL

$753M

159 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.