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Hedge Funds Similar to Johnson & White Wealth ,

13F Portfolio OverlapQ1 2026Johnson & White Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Johnson & White Wealth Management, LLC is an institutional investor managing $267M across 117 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 Johnson & White Wealth , are Stonebridge Financial Group,, J.P. Marvel Investment Advisors,, Directional Asset, with shared positions in $MS, $AMGN, $KO, $ADI, $NEE, $MCD. The full ranking of 25 similar funds is below.

#1Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$MS$AMGN$KO$ADI$NEE$MCD
$1.2B
262 positions
#2J.P. Marvel Investment Advisors, LLCActive
Some overlap · 6 shared positions
$MS$BAC$GE$KO$IBM$GEV
$705M
60 positions
#3Directional Asset ManagementPassive
Some overlap · 5 shared positions
$MS$BAC$AMGN$KO$VZ
$109M
90 positions
#4Stillwater Wealth Management GroupPassive
Some overlap · 7 shared positions
$MS$AMGN$KO$NEE$MO$MCD
$162M
77 positions
#5Baugh & Associates, LLCActive
Some overlap · 7 shared positions
$MS$BAC$NEE$MO$VZ$IBM
$232M
44 positions
#6Seven Springs Wealth Group, LLCActive
Some overlap · 5 shared positions
$MS$BAC$VZ$GE$KO
$432M
81 positions
#7RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$MS$AMGN$KO$IBM
$181M
96 positions
#8Flagship Capital Management Inc.Active
Some overlap · 5 shared positions
$MS$AMGN$PSX$VZ$IBM
$136M
48 positions
#9CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MS$BAC$AMGN$VZ$KO
$463M
177 positions
#10Alhambra Investment Partners LLCPassive
Some overlap · 5 shared positions
$MS$GE$AMGN$KO$NEE
$217M
176 positions
#11JGP Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$AMGN$ADI$NEE
$961M
223 positions
#12PFS Partners, LLCActive
Some overlap · 5 shared positions
$MS$GE$VZ$GEV$IBM
$218M
590 positions
#13SWEENEY & MICHEL, LLCActive
Some overlap · 4 shared positions
$MS$AMGN$BAC$VZ
$340M
145 positions
#14Meridian Financial Partners LLCActive
Some overlap · 4 shared positions
$MS$KO$NEE$VZ
$263M
121 positions
#15Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$MS$KO$NEE$MCD
$124M
101 positions
#16Prota Financial, LLCActive
Some overlap · 4 shared positions
$MS$KO$GE$GEV
$138M
67 positions
#17Capital Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$KO$MO$VZ
$6.2B
693 positions
#18Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$MS$KO$MCD$VZ
$284M
125 positions
#19SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$MS$UNH$MCD$VZ
$482M
173 positions
#20XML Financial, LLCPassive
Some overlap · 5 shared positions
$MS$BAC$AMGN$IBM$VZ
$1.2B
421 positions
#21DCM Advisors, LLCActive
Some overlap · 5 shared positions
$MS$BAC$MCD$PSX$VZ
$220M
38 positions
#22FIRST BUSINESS FINANCIAL SERVICES, INC.Active
Some overlap · 5 shared positions
$MS$ADI$BAC$NEE$KO
$1.1B
192 positions
#23Smith Thornton Advisors LLCPassive
Some overlap · 5 shared positions
$MS$BAC$KO$IBM$VZ
$199M
130 positions
#24Coign Capital Advisors LLCActive
Some overlap · 3 shared positions
$MS$BAC$ADI
$190M
80 positions
#25Gratus Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$MS$ADI$BAC$IBM$GE
$691M
138 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.