13F Pro

Hedge Funds Similar to WHI

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

WHI TRUST Co LLC is an institutional investor managing $133M across 88 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 WHI are LEE JOHNSON ,, Financial Council,, Kure Advisory,, with shared positions in $LEN, $AMGN, $GE, $EPAM, $MAR, $MMM. The full ranking of 25 similar funds is below.

#1LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$LEN$AMGN$GE
$279M
80 positions
#2Financial Council, LLCActive
Substantial overlap · 4 shared positions
$LEN$EPAM$MAR$GE
$259M
101 positions
#3Kure Advisory, LLCActive
Substantial overlap · 3 shared positions
$LEN$MMM$TRV
$184M
56 positions
#4Compass Advisory Group LLCActive
Notable overlap · 4 shared positions
$LEN$HUM$MAR$HSY
$374M
86 positions
#5Wealthquest CorpSmart money
Notable overlap · 6 shared positions
$LEN$AMGN$HUM$APD$GE$HSY
$1.3B
148 positions
#6NBZ Investment Advisors LLCActive
Notable overlap · 4 shared positions
$LEN$BA$AXP$INTC
$229M
73 positions
#7Long Island Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$LEN$AMGN$HUM$MAR$HSY
$216M
89 positions
#8Midwestern Financial, LLC /IAActive
Notable overlap · 3 shared positions
$LEN$HUM$MAR
$127M
54 positions
#9Winthrop Advisory Group LLCActive
Notable overlap · 3 shared positions
$LEN$EPAM$HUM
$1.2B
195 positions
#10Hopwood Financial Services, Inc.Active
Some overlap · 5 shared positions
$LEN$AMGN$HUM$MAR$HSY
$148M
83 positions
#11STAGE HARBOR FINANCIAL, LLCActive
Some overlap · 3 shared positions
$LEN$BA$MAR
$151M
61 positions
#12GM Advisory Group, LLCActive
Some overlap · 4 shared positions
$LEN$EPAM$HUM$AXP
$2.6B
374 positions
#13Abundance Wealth CounselorsActive
Some overlap · 3 shared positions
$LEN$AMGN$MAR
$697M
246 positions
#14Reyes Financial Architecture, Inc.Passive
Some overlap · 4 shared positions
$LEN$AMGN$HUM$AXP
$122M
348 positions
#15Arcus Capital Partners, LLCActive
Some overlap · 3 shared positions
$EPAM$LEN$HUM
$278M
121 positions
#16PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 3 shared positions
$EPAM$LEN$MAR
$292M
114 positions
#17Sageworth Trust CoActive
Some overlap · 3 shared positions
$LEN$MAR$GE
$2.3B
172 positions
#18Atwater Malick LLCActive
Some overlap · 3 shared positions
$LEN$ACN$HSY
$370M
100 positions
#19Madrona Financial Services, LLCActive
Some overlap · 3 shared positions
$LEN$BA$HUM
$457M
123 positions
#20Proficio Capital Partners LLCActive
Some overlap · 3 shared positions
$EPAM$LEN$MAR
$1.9B
248 positions
#21Dentgroup LLC
Some overlap · 3 shared positions
$LEN$HUM$MAR
$146M
93 positions
#22Calamos Wealth Management LLCPassive
Some overlap · 4 shared positions
$LEN$EPAM$BA$AXP
$2.9B
546 positions
#23HANOVER ADVISORS INCActive
Some overlap · 4 shared positions
$EPAM$HUM$MAR$HSY
$246M
118 positions
#24Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$EPAM$HUM$MAR
$67M
42 positions
#25SCS Capital Management LLCActive
Some overlap · 3 shared positions
$EPAM$HUM$MAR
$9.4B
468 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.