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Hedge Funds Similar to WHITENER

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WHITENER are Slagle Financial, OLD REPUBLIC INTERNATIONAL, Cardinal, with shared positions in $DUK, $MCD, $PEP, $TFC, $LOW, $MO. The full ranking of 25 similar funds is below.

#1Slagle Financial, LLCPassive
Notable overlap · 6 shared positions
$DUK$MCD$PEP$TFC$LOW$MO
$334M
127 positions
#2OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$MCD$DUK$PEP$EMR$CMI
$2.7B
54 positions
#3Cardinal Capital ManagementPassive
Some overlap · 7 shared positions
$TFC$DE$LOW$RY$EMR$MMM
$826M
138 positions
#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$MCD$DUK$PEP$EMR$LOW
$201M
57 positions
#5HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$MCD$DUK$PEP$EMR$ISRG
$321M
107 positions
#6BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 6 shared positions
$MCD$DE$DUK$EMR$MMM$CMI
$263M
90 positions
#7PHYSICIANS FINANCIAL SERVICES, INC.Active
Some overlap · 7 shared positions
$MCD$DUK$LOW$DE$CMI$PEP
$401M
106 positions
#8Wealth Group, Ltd.Passive
Some overlap · 7 shared positions
$MCD$DUK$LOW$DE$CMI$PEP
$401M
106 positions
#9Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$DUK$DE$RY$PEP$EMR$CMI
$239M
126 positions
#10First PREMIER BankPassive
Some overlap · 5 shared positions
$MCD$DUK$PEP$EMR$IAU
$619M
358 positions
#11CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$MCD$DUK$PEP$DE$IAU
$767M
184 positions
#12Welch Group, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$TFC$EMR$DE
$2.9B
326 positions
#13COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$MCD$PEP$DE$EMR$MO
$166M
88 positions
#14NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PEP$DUK$DE$ROK$EMR
$381M
144 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$DUK$PEP$CMI
$233M
122 positions
#16ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$MCD$PEP$DE$EMR$CMI$LOW
$878M
73 positions
#17Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$LOW$EMR$IAU
$474M
110 positions
#18Graver Capital Management, LLCSmart money
Some overlap · 4 shared positions
$MCD$DUK$PEP$MO
$140M
26 positions
#19Advantage Trust CoActive
Some overlap · 6 shared positions
$MCD$DE$PEP$IAU$DUK$MO
$284M
197 positions
#20DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$PEP$DE$LOW$EMR$MMM$CMI
$530M
92 positions
#21Mayflower Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$DUK$PEP$MO
$1.2B
499 positions
#22CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$PEP$MCD$DUK$MMM$CMI
$6.9B
64 positions
#23Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$MCD$PEP$DE$DUK$MO
$319M
130 positions
#24WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DUK$PEP$MCD$LOW
$390M
103 positions
#25Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$PEP$MCD$DE$RY$MMM
$1.1B
204 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.