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Hedge Funds Similar to Annis Gardner Whiting Advisors

13F Portfolio OverlapQ2 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 $666M across 349 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 Annis Gardner Whiting Advisors are Venator, Adams Asset Advisors, Peloton Wealth Strategists, with shared positions in $BWIN, $UBER, $WFC, $C, $SUN, $AMGN. The full ranking of 25 similar funds is below.

#1Venator Management LLCSmart money
Some overlap · 3 shared positions
$BWIN$UBER$WFC
$444M
27 positions
#2Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$C$SUN$AMGN$WFC$ET
$882M
88 positions
#3Peloton Wealth StrategistsPassive
Some overlap · 5 shared positions
$C$PGR$AMGN$NVO$UBER
$271M
91 positions
#4Soviero Asset Management, LPPassive
Some overlap · 3 shared positions
$HZO$C$TALO
$238M
64 positions
#5AMERICAN FINANCIAL GROUP INCActive
Some overlap · 5 shared positions
$C$TALO$UBER$SUN$ET
$284M
73 positions
#6Vista Private Wealth Partners. LLCActive
Some overlap · 5 shared positions
$TXN$AMGN$C$WFC$SCHW
$306M
89 positions
#7Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$NVO$DOV$WFC$SCHW
$170M
121 positions
#8WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 5 shared positions
$TXN$AMGN$DOV$WFC$SCHW
$405M
169 positions
#9SUMMITRY LLCPassive
Some overlap · 5 shared positions
$TXN$AMGN$WFC$SCHW$UBER
$3.0B
340 positions
#10BankPlus Wealth Management LLCActive
Some overlap · 4 shared positions
$C$TXN$PGR$AMGN
$222M
126 positions
#11MCDONALD PARTNERS LLCPassive
Some overlap · 4 shared positions
$C$TXN$PGR$AMGN
$412M
621 positions
#12BankPlus Trust DepartmentActive
Some overlap · 4 shared positions
$C$TXN$PGR$AMGN
$428M
470 positions
#13MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$C$SUN$TXN$ET
$3.8B
152 positions
#14GLOBALT Investments LLC / GAActive
Slight overlap · 4 shared positions
$C$TXN$AMGN$WFC
$3.0B
213 positions
#15SKBA CAPITAL MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$C$TXN$AMGN$WFC
$606M
79 positions
#16Directional Asset ManagementPassive
Slight overlap · 5 shared positions
$AMGN$NVO$SCHW$UBER$ET
$118M
94 positions
#17ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 4 shared positions
$C$TXN$AMGN$UBER
$1.7B
652 positions
#18AVITY INVESTMENT MANAGEMENT INC.Active
Slight overlap · 4 shared positions
$C$TXN$AMGN$UBER
$1.6B
118 positions
#19Round Hill Asset ManagementActive
Slight overlap · 4 shared positions
$C$AMGN$NVO$WFC
$159M
62 positions
#20Wilkinson Global Asset Management LLCActive
Slight overlap · 5 shared positions
$TXN$PGR$AMGN$UBER$WFC
$1.3B
62 positions
#21Estabrook Capital ManagementPassive
Slight overlap · 4 shared positions
$C$AMGN$TXN$WFC
$739M
344 positions
#22Waldron Private Wealth LLCActive
Slight overlap · 4 shared positions
$SUN$AMGN$DOV$PGR
$2.9B
350 positions
#23Larry Mathis Financial Planning, LLCPassive
Slight overlap · 4 shared positions
$C$PGR$WFC$SCHW
$131M
150 positions
#24Sciencast Management LPPassive
Slight overlap · 4 shared positions
$C$TXN$WFC$SCHW
$482M
235 positions
#25Busey Wealth ManagementActive
Slight overlap · 4 shared positions
$C$AMGN$TXN$SCHW
$4.1B
388 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.