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Hedge Funds Similar to WHI

13F Portfolio OverlapQ2 2026WHI portfolio →
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Most similar hedge funds by 13F overlap

WHI TRUST Co LLC is an institutional investor managing $155M across 59 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WHI are Somerset Group, Freestate Advisors, St. James Investment Company, with shared positions in $MMM, $TRV, $SPGI, $TMUS, $T, $DE. The full ranking of 25 similar funds is below.

#1Somerset Group LLCActive
Some overlap · 3 shared positions
$MMM$TRV$SPGI
$142M
58 positions
#2Freestate Advisors LLCActive
Some overlap · 4 shared positions
$MMM$TMUS$T$DE
$134M
42 positions
#3St. James Investment Company, LLCActive
Some overlap · 3 shared positions
$TRV$L$FNV
$630M
24 positions
#4ASO GROUP LtdSmart money
Some overlap · 3 shared positions
$MMM$SOLV$SPGI
$236M
56 positions
#5Alliance Private Wealth, LLCActive
Some overlap · 4 shared positions
$MMM$B$TMUS$DE
$288M
82 positions
#6Shellback Capital, LPPassive
Some overlap · 3 shared positions
$MMM$MAR$HWM
$1.1B
89 positions
#7Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$TRV$T$KMI$DE
$1.0B
765 positions
#8ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$MMM$PSA$KMI
$102M
87 positions
#9FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 3 shared positions
$B$L$CCZ
$860M
56 positions
#10SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MMM$T$KMI
$606M
79 positions
#11Live Oak Investment PartnersPassive
Some overlap · 4 shared positions
$B$TMUS$T$HWM
$186M
93 positions
#12Cohen Capital Management, Inc.Active
Some overlap · 3 shared positions
$MAR$MMM$DE
$735M
152 positions
#13Stegent Equity Advisors, Inc.Passive
Some overlap · 4 shared positions
$TRV$FNV$TMUS$PSA
$140M
112 positions
#14Private Wealth Group, LLCSmart money
Some overlap · 3 shared positions
$MMM$MAR$KMI
$259M
76 positions
#15William B. Walkup & Associates, Inc.Passive
Some overlap · 4 shared positions
$TRV$HWM$KMI$DE
$208M
258 positions
#16EAGLE HARBOR ASSET MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$B$TRV$PSA
$127M
135 positions
#17EagleClaw Capital Managment, LLCPassive
Slight overlap · 3 shared positions
$FNV$MAR$WMB
$745M
145 positions
#18United Super Pty Ltd in its capacity as Trustee for the ConsActive
Slight overlap · 4 shared positions
$MAR$TRV$T$CCZ
$5.6B
184 positions
#19Comprehensive Money Management Services LLC
Slight overlap · 3 shared positions
$B$WMB$KMI
$159M
200 positions
#20First Eagle Investment Management, LLCActive
Slight overlap · 3 shared positions
$FNV$B$CCZ
$59.9B
424 positions
#21Newport Trust Company, LLCSmart money
Slight overlap · 3 shared positions
$MMM$T$SPGI
$41.5B
63 positions
#22Axiom Investment Management LLCPassive
Slight overlap · 3 shared positions
$B$T$MTB
$150M
528 positions
#23Lincoln Capital LLCActive
Slight overlap · 3 shared positions
$MAR$TRV$DE
$562M
137 positions
#24Covea FinanceActive
Slight overlap · 3 shared positions
$FNV$MAR$HWM
$3.2B
153 positions
#25Asset Advisors Investment Management, LLCActive
Slight overlap · 3 shared positions
$MAR$KMI$DE
$1.1B
102 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.