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Hedge Funds Similar to Whitford

13F Portfolio OverlapQ1 2026Whitford portfolio →
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Most similar hedge funds by 13F overlap

Whitford Management LLC is an institutional investor managing $98M across 25 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 Whitford are Night Owl ,, One Madison Group, TANDEM /ADV, with shared positions in $GE, $GEV, $WWD, $HWM, $UBER, $INTC. The full ranking of 25 similar funds is below.

#1Night Owl Capital Management, LLCActive
Notable overlap · 4 shared positions
$GE$GEV$WWD$HWM
$858M
30 positions
#2One Madison Group LLCActive
Notable overlap · 3 shared positions
$GE$GEV$WWD
$866M
28 positions
#3TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 3 shared positions
$GE$GEV$UBER
$200M
110 positions
#4Newport Trust Company, LLCSmart money
Notable overlap · 3 shared positions
$GE$GEV$WWD
$40.7B
64 positions
#5Passumpsic Savings Bank
Notable overlap · 4 shared positions
$GE$GEV$UBER$HWM
$183M
90 positions
#6NWK Group, Inc.Active
Notable overlap · 3 shared positions
$GEV$GE$HWM
$261M
66 positions
#7DSM CAPITAL PARTNERS LLCActive
Notable overlap · 5 shared positions
$GEV$GE$UBER$HWM$INTC
$5.7B
44 positions
#8Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$GEV$GE$HWM
$135M
83 positions
#9HOERTKORN RICHARD CHARLESActive
Some overlap · 3 shared positions
$GE$GEV$INTC
$122M
75 positions
#10TRUSTCO BANK CORP N YPassive
Some overlap · 3 shared positions
$GE$GEV$INTC
$113M
71 positions
#11THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GEV$GE$UBER
$558M
43 positions
#12Gunderson Capital Management Inc.Passive
Some overlap · 3 shared positions
$GEV$GE$CRWV
$239M
46 positions
#13Telligent Fund, LPActive
Some overlap · 4 shared positions
$GEV$GE$HWM$INTC
$94M
24 positions
#14AXIOM INVESTORS LLC /DEActive
Some overlap · 3 shared positions
$GE$GEV$HWM
$9.0B
121 positions
#15KP Management LLCPassive
Some overlap · 5 shared positions
$GEV$WWD$GE$TDG$INTC
$409M
83 positions
#16Tenere Capital LLCActive
Some overlap · 3 shared positions
$GE$GEV$INTC
$136M
22 positions
#17HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GEV$GE$CRWV
$162M
59 positions
#18KADENSA CAPITAL LtdActive
Some overlap · 3 shared positions
$GE$GEV$HWM
$718M
39 positions
#19Munro PartnersActive
Some overlap · 3 shared positions
$GEV$GE$HWM
$3.0B
59 positions
#20GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$GE$GEV$UBER$WWD
$328M
83 positions
#21MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$GE$GEV$TDG
$1000M
35 positions
#22Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GE$GEV$UBER$CRWV
$75M
65 positions
#23Kingsman Wealth Management, Inc.Active
Some overlap · 3 shared positions
$GE$GEV$HWM
$178M
70 positions
#24Settian Capital LPActive
Some overlap · 3 shared positions
$GEV$GE$HWM
$143M
26 positions
#25Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$GE$UBER$TDG$GEV
$107M
57 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.