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Hedge Funds Similar to Whitcomb & Hess,

13F Portfolio OverlapQ1 2026Whitcomb & Hess, portfolio →
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Most similar hedge funds by 13F overlap

Whitcomb & Hess, Inc. is an institutional investor managing $463M across 66 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 Whitcomb & Hess, are WEBSTERROGERS FINANCIAL ADVISORS,, Cornerstone Financial, Cravens & Advisors,, with shared positions in $VLTO, $UPST, $USB, $BRZE, $KO, $NVT. The full ranking of 25 similar funds is below.

#1WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$VLTO$UPST$USB$BRZE
$350M
95 positions
#2Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$VLTO$UPST$USB$KO
$109M
1,311 positions
#3Cravens & Co Advisors, LLCActive
Notable overlap · 3 shared positions
$VLTO$UPST$USB
$154M
64 positions
#4OneAscent Investment Solutions LLCPassive
Notable overlap · 4 shared positions
$VLTO$UPST$NVT$PLTR
$100M
128 positions
#51834 INVESTMENT ADVISORS COPassive
Notable overlap · 3 shared positions
$UPST$USB$VLTO
$801M
206 positions
#6Family CFO IncActive
Notable overlap · 3 shared positions
$VLTO$USB$BRZE
$223M
41 positions
#7Pinnacle Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$VLTO$USB$BRZE
$204M
120 positions
#8Evergreen Advisors, LLCActive
Notable overlap · 3 shared positions
$VLTO$USB$PLTR
$426M
168 positions
#9Dynamic Wealth Strategies, LLCPassive
Notable overlap · 3 shared positions
$VLTO$USB$UPST
$173M
288 positions
#10TD PRIVATE CLIENT WEALTH LLCPassive
Notable overlap · 3 shared positions
$VLTO$UPST$USB
$4.8B
1,649 positions
#11Causey Wealth LLCPassive
Notable overlap · 4 shared positions
$UPST$USB$BRZE$IBM
$236M
81 positions
#12Arista Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$UPST$USB$BRZE$KO
$822M
253 positions
#13Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$UPST$USB$BRZE
$2.1B
152 positions
#14Drum Hill Capital, LLCActive
Notable overlap · 4 shared positions
$UPST$USB$IBM$KO
$109M
46 positions
#15Winch Advisory Services, LLCActive
Notable overlap · 3 shared positions
$UPST$USB$KO
$438M
530 positions
#16Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$USB$VLTO$UPST$KO
$451M
146 positions
#17Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$USB$UPST$IBM$KO
$638M
158 positions
#18NEPC LLCSmart money
Some overlap · 3 shared positions
$USB$UPST$BRZE
$5.0B
51 positions
#19BDFS Capital LLCActive
Some overlap · 3 shared positions
$UPST$VLTO$USB
$208M
137 positions
#20Titan Investment Management LLCPassive
Some overlap · 3 shared positions
$USB$UPST$PLTR
$113M
37 positions
#21Graetz Wealth LLCPassive
Some overlap · 3 shared positions
$USB$VLTO$PLTR
$112M
80 positions
#22Cornerstone Financial Group, LLC /NE/Active
Some overlap · 3 shared positions
$UPST$USB$BRZE
$156M
73 positions
#23FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$USB$VLTO$IBM
$560M
221 positions
#24Lauer Wealth, LLCActive
Some overlap · 3 shared positions
$UPST$USB$PLTR
$126M
67 positions
#25Intelligence Driven Advisers, LLCActive
Some overlap · 3 shared positions
$VLTO$UPST$PLTR
$574M
130 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.