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Hedge Funds Similar to B&D White Company

13F Portfolio OverlapQ2 2026B&D White Company portfolio →
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Most similar hedge funds by 13F overlap

B&D White Capital Company, LLC is an institutional investor managing $1.0B across 94 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 B&D White Company are RBO, ABSHER WEALTH, Focused Investors, with shared positions in $MCD, $PEP, $ABT, $LMT, $KMB, $AMGN. The full ranking of 25 similar funds is below.

#1RBO & CO LLCActive
Notable overlap · 5 shared positions
$MCD$PEP$ABT$LMT$KMB
$628M
56 positions
#2ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$ABT$PEP$MCD$AMGN$LOW$LULU
$878M
73 positions
#3Focused Investors LLCActive
Notable overlap · 5 shared positions
$PEP$MCD$LMT$LOW$NOC
$3.0B
23 positions
#4Miramar Capital, LLCPassive
Notable overlap · 4 shared positions
$PEP$MCD$ABT$LMT
$455M
57 positions
#5Sugar Maple Asset Management, LLCPassive
Notable overlap · 3 shared positions
$ABT$SPCX$KMB
$155M
81 positions
#6Financial & Tax Architects, LLCPassive
Notable overlap · 4 shared positions
$ABT$MCD$PEP$LOW
$474M
110 positions
#7Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 4 shared positions
$MCD$PEP$LMT$KMB
$199M
38 positions
#8LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 5 shared positions
$ABT$PEP$MCD$NOC$AMGN
$273M
104 positions
#9Volterra Technologies LPPassive
Notable overlap · 4 shared positions
$MCD$PEP$ABT$PLTR
$694M
303 positions
#10HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 3 shared positions
$MCD$PEP$ABT
$252M
43 positions
#11DLK Investment Management, LLCPassive
Notable overlap · 5 shared positions
$PEP$ABT$MCD$NKE$AMGN
$235M
96 positions
#12SMITH CHAS P & ASSOCIATES PA CPAS
Notable overlap · 5 shared positions
$MCD$PEP$LMT$AMGN$LOW
$1.8B
176 positions
#13FLOSSBACH VON STORCH SEActive
Notable overlap · 5 shared positions
$ABT$NKE$PEP$MCD$LULU
$22.1B
106 positions
#14OPUS INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$PEP$MCD$LMT$AMGN
$183M
31 positions
#15MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$PEP$LMT$LOW$NKE$AMGN$ABT
$1.2B
106 positions
#16Tarbox Group, Inc.Smart money
Notable overlap · 3 shared positions
$ABT$LOW$PEP
$698M
96 positions
#17Walsky Investment Management, Inc.Passive
Notable overlap · 5 shared positions
$MCD$ABT$LOW$PEP$AMGN
$108M
52 positions
#18Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$MCD$PEP$ABT$AMGN
$513M
70 positions
#19Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$LMT$PEP$ABT$NKE
$159M
62 positions
#20WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUSTActive
Some overlap · 3 shared positions
$ABT$PEP$NKE
$9.0B
20 positions
#21Tandem Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$ABT$MCD$PEP
$1.5B
68 positions
#22Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$LMT$PEP$ABT$LOW$KMB
$797M
110 positions
#23Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$LMT$ABT$NOC
$467M
118 positions
#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$LMT$MCD$LOW$ABT$PEP
$2.5B
270 positions
#25HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$PEP$MCD$LMT$ABT
$321M
107 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.