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Hedge Funds Similar to Annis Gardner Whiting Advisors,

13F Portfolio OverlapQ1 2026Annis Gardner Whiting Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Annis Gardner Whiting Capital Advisors, LLC is an institutional investor managing $625M across 1,330 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 Annis Gardner Whiting Advisors, are Clarity Wealth Advisors,, MontVue ,, Juno Financial Group, with shared positions in $BRZE, $C, $AMGN, $SCHW, $DOV, $GE. The full ranking of 25 similar funds is below.

#1Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BRZE$C$AMGN
$486M
108 positions
#2MontVue Capital Management, Inc.Active
Some overlap · 5 shared positions
$BRZE$SCHW$DOV$GE$BAC
$147M
67 positions
#3Juno Financial Group LLCActive
Some overlap · 4 shared positions
$BRZE$SCHW$UBER$GE
$255M
70 positions
#4WealthCollab, LLCPassive
Some overlap · 3 shared positions
$BRZE$NOW$SCHW
$243M
977 positions
#5Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$BRZE$NOW$SCHW
$476M
78 positions
#6Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$BRZE$AMGN$PGR
$400M
379 positions
#7ANGELES WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$BRZE$DOV$WFC$GE
$1.8B
524 positions
#8ADE, LLCActive
Some overlap · 3 shared positions
$BRZE$AMGN$DOV
$209M
86 positions
#9MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$AMGN$SCHW
$184M
74 positions
#10WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 3 shared positions
$BRZE$C$BAC
$252M
131 positions
#11Manuka Financial, LLCActive
Some overlap · 4 shared positions
$BRZE$DOV$UBER$SCHW
$162M
56 positions
#12OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$BRZE$GE$DOV
$519M
144 positions
#13Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$BRZE$SCHW$WFC$GE
$394M
513 positions
#14Souders Financial AdvisorsPassive
Some overlap · 3 shared positions
$BRZE$GE$AMGN
$876M
216 positions
#15Global Endowment Management, LPActive
Some overlap · 3 shared positions
$BRZE$DOV$SCHW
$896M
126 positions
#16Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$BRZE$DOV$SCHW
$269M
506 positions
#17Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$BRZE$DOV$SCHW
$167M
92 positions
#18L.K. Benson & Company, P.C.Active
Some overlap · 3 shared positions
$BRZE$DOV$SCHW
$302M
113 positions
#19Prime Buchholz LLCActive
Some overlap · 3 shared positions
$BRZE$DOV$SCHW
$191M
22 positions
#20Drystone LLCActive
Some overlap · 3 shared positions
$BRZE$DOV$SCHW
$111M
18 positions
#21St. Louis Trust CoActive
Some overlap · 3 shared positions
$BRZE$DOV$PGR
$856M
145 positions
#22Zhang Financial LLCActive
Some overlap · 3 shared positions
$BRZE$DOV$AMGN
$2.9B
367 positions
#23New Covenant Trust Company, N.A.Active
Some overlap · 3 shared positions
$BRZE$GE$BAC
$112M
96 positions
#24FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$BRZE$DOV$BAC
$133M
121 positions
#25SAM Advisors, LLCSmart money
Some overlap · 3 shared positions
$BRZE$SCHW$UBER
$319M
47 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.