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Hedge Funds Similar to WHITENER ,

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

WHITENER CAPITAL MANAGEMENT, INC. is an institutional investor managing $472M across 184 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 WHITENER , are Greystone Financial Group,, BERKSHIRE ASSET /PA, LYNCH & ASSOCIATES/IN, with shared positions in $DUK, $MCD, $HON, $LOW, $EMR, $KO. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Notable overlap · 7 shared positions
$DUK$MCD$HON$LOW$EMR$KO
$353M
78 positions
#2BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 6 shared positions
$HON$MCD$LOW$DE$EMR$ABT
$2.3B
264 positions
#3LYNCH & ASSOCIATES/INPassive
Some overlap · 7 shared positions
$MCD$HON$LOW$DUK$EMR$KO
$533M
126 positions
#4Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$MCD$HON$LOW$EMR$ABT
$98M
50 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$DUK$MCD$LOW$HON$EMR$KO
$272M
95 positions
#6ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 6 shared positions
$MCD$TFC$KO$EMR$DUK$CMI
$493M
189 positions
#7HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$MCD$HON$DUK$KO
$351M
81 positions
#8Persium Advisors, LLCActive
Some overlap · 4 shared positions
$HON$DUK$MCD$ABT
$127M
60 positions
#9CINCINNATI INSURANCE COActive
Some overlap · 6 shared positions
$MCD$DUK$HON$ABT$CMI$MMM
$6.6B
63 positions
#10DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$HON$MCD$DE$ABT
$253M
92 positions
#11OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$HON$DUK$ROK$KO$MMM
$193M
108 positions
#12Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$HON$LOW$DE$IAU$CMI
$752M
61 positions
#13WAYCROSS PARTNERS, LLCActive
Some overlap · 5 shared positions
$HON$MCD$LOW$ISRG$DE
$1.0B
76 positions
#14Tradewinds, LLC.Passive
Some overlap · 6 shared positions
$HON$DUK$DE$TFC$RY$KO
$310M
153 positions
#15BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 6 shared positions
$MCD$HON$KO$ISRG$ABT$MMM
$134M
211 positions
#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$MCD$DUK$EMR$LOW$ABT
$187M
55 positions
#17RE ADVISERS CORPActive
Some overlap · 4 shared positions
$HON$MCD$DE$ABT
$3.7B
111 positions
#18Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$HON$MCD$IAU$KO
$218M
69 positions
#19Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MCD$DUK$LOW$EMR$ISRG
$780M
82 positions
#20Belleair Asset Management, LLCPassive
Some overlap · 6 shared positions
$HON$LOW$DE$TFC$RY$DUK
$110M
77 positions
#21U S WEALTH GROUP, LLC.
Some overlap · 3 shared positions
$HON$DUK$MCD
$152M
43 positions
#22V. M. MANNING & CO., INC.
Some overlap · 5 shared positions
$DUK$HON$DE$ABT$KO
$99M
54 positions
#23Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$HON$KO$ABT
$446M
104 positions
#24HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$MCD$DUK$HON$EMR$ABT$KO
$280M
107 positions
#25Welch Group, LLCPassive
Some overlap · 5 shared positions
$MCD$TFC$EMR$KO$DE
$2.7B
310 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.