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Hedge Funds Similar to Whitegate Investment Counselors

13F Portfolio OverlapQ2 2026Whitegate Investment Counselors portfolio →
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Most similar hedge funds by 13F overlap

Whitegate Investment Counselors, Inc. is an institutional investor managing $351M across 76 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 Whitegate Investment Counselors are Pitcairn Wealth Advisors, Napier Financial, Family Office Research, with shared positions in $MRVL, $CSX, $MDY, $CRWV. The full ranking of 4 similar funds is below.

#1Pitcairn Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$MRVL$CSX$MDY
$913M
281 positions
#2Napier Financial, LLCActive
Slight overlap · 3 shared positions
$MDY$MRVL$CSX
$480M
472 positions
#3Family Office Research LLCActive
Slight overlap · 3 shared positions
$CRWV$MDY$CSX
$267M
85 positions
#4DV Trading LLCPassive
Slight overlap · 3 shared positions
$MRVL$MDY$CRWV
$3.1B
514 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.