How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Whitaker-Myers Wealth Managers, LTD.

13F Portfolio OverlapQ1 2026Whitaker-Myers Wealth Managers, LTD. portfolio →

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Most similar hedge funds by 13F overlap

Whitaker-Myers Wealth Managers, LTD. is an institutional investor managing $599M across 113 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 Whitaker-Myers Wealth Managers, LTD. are Gladwyn Financial Advisors,, Grove Street Fiduciary,, Shakespeare Wealth ,, with shared positions in $UNIT, $KO, $GEV, $TT, $WT, $AMGN. The full ranking of 25 similar funds is below.

#1Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$UNIT $KO $GEV $TT

$160M

82 positions

#2Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$UNIT $GEV $WT $AMGN

$227M

74 positions

#3Shakespeare Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $PH $WT

$422M

98 positions

#4FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$UNIT $PWR $AMGN

$176M

104 positions

#5Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$UNIT $GILD $FSLR

$313M

119 positions

#6Opal Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $KO $REGN

$442M

606 positions

#7Weinberger Asset Management, IncActive

Notable overlap · 3 shared positions

$UNIT $GEV $KO

$267M

92 positions

#8Rodgers & Associates, LTDActive

Notable overlap · 3 shared positions

$UNIT $PH $WT

$982M

101 positions

#9Marotta Asset ManagementActive

Some overlap · 3 shared positions

$UNIT $KO $GEV

$543M

103 positions

#10Abacus Planning Group, Inc.Active

Some overlap · 3 shared positions

$UNIT $MTB $KO

$743M

264 positions

#11Seek First Inc.Active

Some overlap · 3 shared positions

$UNIT $GILD $WT

$142M

58 positions

#12Mainsail Financial Group, LLCActive

Some overlap · 3 shared positions

$UNIT $KO $REGN

$240M

62 positions

#13STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$UNIT $AMGN $JCI

$547M

180 positions

#14CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$UNIT $WT $REGN

$149M

96 positions

#15Partners in Financial PlanningActive

Some overlap · 3 shared positions

$UNIT $GEV $CSX

$603M

122 positions

#16Jacobs Equity LLCPassive

Some overlap · 3 shared positions

$UNIT $VST $WT

$112M

105 positions

#17Inlight Wealth Management, LLCActive

Some overlap · 3 shared positions

$UNIT $WT $REGN

$270M

50 positions

#18Balance Wealth, LLCPassive

Some overlap · 3 shared positions

$UNIT $GRWG $VST

$322M

149 positions

#19Pasadena Private Wealth, LLCPassive

Some overlap · 3 shared positions

$UNIT $WT $REGN

$723M

277 positions

#20McAdam, LLCActive

Some overlap · 3 shared positions

$UNIT $GILD $WT

$2.2B

447 positions

#21WAYSTONE ADVISORS LLCPassive

Some overlap · 7 shared positions

$UNIT $GEV $PWR $WT $AMGN $PANW

$112M

101 positions

#22Alhambra Investment Partners LLCPassive

Some overlap · 5 shared positions

$UNIT $AMGN $AXP $KO $PH

$217M

176 positions

#23LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 11 shared positions

$PWR $CRS $GEV $GILD $JCI $GRWG

$279M

80 positions

#24Strategies Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$UNIT $GEV $KO

$995M

193 positions

#25Cherry Tree Wealth Management, LLCPassive

Some overlap · 3 shared positions

$UNIT $WT $AXP

$473M

582 positions

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View Whitaker-Myers Wealth Managers, LTD.’s holdings

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.