How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Johnson & White Wealth

13F Portfolio OverlapQ2 2026Johnson & White Wealth portfolio →

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Most similar hedge funds by 13F overlap

Johnson & White Wealth Management, LLC is an institutional investor managing $267M across 117 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 Johnson & White Wealth are Genus, UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT, Stablepoint Partners, with shared positions in $STX, $ADI, $WDC, $AMGN, $MRVL, $VZ. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive

Some overlap · 6 shared positions

$STX $ADI $WDC $AMGN $MRVL $VZ

$1.0B

204 positions

#2UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive

Some overlap · 7 shared positions

$WDC $DOV $MS $STX $ADI $MO

$863M

423 positions

#3Stablepoint Partners, LLCPassive

Some overlap · 7 shared positions

$STX $AMGN $NEE $PEP $MCD $PSX

$723M

260 positions

#4Somerset Trust CoPassive

Some overlap · 7 shared positions

$ADI $AMGN $MS $NEE $PEP $MCD

$354M

186 positions

#5Range Financial Group LLCPassive

Some overlap · 6 shared positions

$STX $WDC $AMGN $MO $MCD $VZ

$361M

207 positions

#6Mayflower Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$DOV $MS $NEE $PEP $MO $MCD

$1.2B

499 positions

#7STEVENS CAPITAL MANAGEMENT LPPassive

Some overlap · 5 shared positions

$STX $WDC $MS $MRVL $NEE

$417M

213 positions

#8Community Bank & Trust, Waco, TexasActive

Some overlap · 6 shared positions

$STX $AMGN $PEP $MO $MCD $PSX

$612M

173 positions

#9PEOPLES FINANCIAL SERVICES CORP.Passive

Some overlap · 6 shared positions

$ADI $AMGN $MS $MRVL $NEE $MCD

$227M

276 positions

#10Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$STX $AMGN $NEE $MCD $PSX $VZ

$116M

172 positions

#11REXFORD CAPITAL INCPassive

Some overlap · 5 shared positions

$STX $WDC $AMGN $MO $MCD

$163M

301 positions

#12Visionary Wealth AdvisorsPassive

Some overlap · 7 shared positions

$AMGN $NEE $PEP $MO $MCD $PSX

$2.5B

666 positions

#13EPG Wealth Management LLCPassive

Some overlap · 5 shared positions

$STX $AMGN $ADI $MRVL $MCD

$417M

318 positions

#14Evansbrook LLCActive

Some overlap · 5 shared positions

$STX $ADI $MS $NEE $MCD

$171M

126 positions

#15Charter Oak Capital Management, LLC

Some overlap · 6 shared positions

$ADI $DOV $MS $NEE $PEP $MCD

$1.3B

208 positions

#16CHAPIN DAVIS, INC.Passive

Some overlap · 5 shared positions

$STX $WDC $MRVL $NEE $PEP

$520M

258 positions

#17Mechanics Financial CorpPassive

Some overlap · 6 shared positions

$AMGN $MRVL $MS $NEE $PEP $MCD

$280M

296 positions

#18Bangor Savings BankActive

Some overlap · 7 shared positions

$DOV $PEP $AMGN $MCD $NEE $PSX

$1.3B

543 positions

#19Western Financial Corp/CAActive

Some overlap · 4 shared positions

$STX $ADI $WDC $MRVL

$300M

136 positions

#20STANCE CAPITAL LLCPassive

Some overlap · 5 shared positions

$WDC $STX $AMGN $MRVL $PEP

$328M

340 positions

#21Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$STX $AMGN $NEE $PEP $VZ

$231M

125 positions

#22Harvest Fund Management Co., LtdPassive

Some overlap · 6 shared positions

$MRVL $WDC $AMGN $PEP $ADI $STX

$3.0B

455 positions

#23MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$STX $AMGN $NEE $MCD $PSX

$277M

147 positions

#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$ADI $AMGN $PEP $MCD $PSX $VZ

$203M

58 positions

#25USA FINANCIAL FORMULAS

Some overlap · 4 shared positions

$STX $ADI $WDC $PEP

$514M

394 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.