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Hedge Funds Similar to B&D White Company,

13F Portfolio OverlapQ1 2026B&D White Company, portfolio →
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Most similar hedge funds by 13F overlap

B&D White Capital Company, LLC is an institutional investor managing $809M across 74 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 B&D White Company, are COGENT STRATEGIC WEALTH, ATLas Financial Planning, JDH Wealth ,, with shared positions in $NKE, $AMN, $BRZE, $MU, $PANW, $ABT. The full ranking of 25 similar funds is below.

#1COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 4 shared positions
$NKE$AMN$BRZE$MU
$97M
56 positions
#2ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$112M
69 positions
#3JDH Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$148M
54 positions
#4BENNINGFIELD FINANCIAL ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$127M
18 positions
#5Capstone Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$143M
50 positions
#6Fonville Wealth Management LLCPassive
Notable overlap · 4 shared positions
$NKE$AMN$BRZE$PANW
$525M
138 positions
#7Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$179M
70 positions
#8HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$ABT
$213M
81 positions
#9EnRich Financial Partners LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$377M
64 positions
#10Focus Partners Advisor Solutions, LLCPassive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$9.9B
1,249 positions
#11Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$398M
88 positions
#12KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$ABT
$522M
97 positions
#13BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$NKE$AMN$PANW
$251M
40 positions
#14Lauterbach Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$PANW
$205M
79 positions
#15FMB WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$NKE$AMN$MU
$242M
73 positions
#16CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$NKE$AMN$MU
$334M
70 positions
#17Vistica Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$MU
$100M
49 positions
#18Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$CRM
$221M
60 positions
#19COWA, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$KMB
$371M
158 positions
#20TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$NKE$AMN$KMB
$1.9B
251 positions
#21Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$NKE$AMN$ABT
$1.1B
81 positions
#22HBE Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$MU
$115M
53 positions
#23CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 4 shared positions
$NKE$BRZE$AMN$ABT
$532M
162 positions
#24Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$110M
64 positions
#25Index Fund Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$BRZE$AMN
$2.2B
127 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.