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Hedge Funds Similar to W.G. Shaheen & Associates DBA Whitney

13F Portfolio OverlapQ2 2026W.G. Shaheen & Associates DBA Whitney portfolio →
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Most similar hedge funds by 13F overlap

W.G. Shaheen & Associates DBA Whitney & Co is an institutional investor managing $1.4B across 179 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 W.G. Shaheen & Associates DBA Whitney are MBM WEALTH CONSULTANTS, Red Spruce, Advocacy Wealth, with shared positions in $VRTX, $SCHW, $IBKR, $BKNG, $CI, $ADBE. The full ranking of 25 similar funds is below.

#1MBM WEALTH CONSULTANTS, LLCActive
Notable overlap · 6 shared positions
$VRTX$SCHW$IBKR$BKNG$CI$ADBE
$546M
119 positions
#2Red Spruce Capital, LLCPassive
Notable overlap · 5 shared positions
$MRVL$ASML$SCHW$BLK$CI
$283M
94 positions
#3Advocacy Wealth Management, LLCActive
Notable overlap · 6 shared positions
$SCHW$ASML$EW$LOW$SYK$NOW
$2.8B
151 positions
#4PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MRVL$SCHW$VRTX$BKNG$NOW
$132M
70 positions
#5BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 6 shared positions
$SCHW$ASML$VRTX$CRM$ADBE$NOW
$970M
152 positions
#6Investment Research & Advisory Group, Inc.Active
Some overlap · 5 shared positions
$SCHW$ASML$BKNG$BLK$CRM
$337M
333 positions
#7Buttonwood Financial Advisors Inc.Active
Some overlap · 7 shared positions
$SCHW$ASML$CPRT$ADBE$NOW$LOW
$331M
110 positions
#8Gibraltar Capital Management, Inc.Active
Some overlap · 6 shared positions
$ASML$MOH$BKNG$CPRT$ADBE$CRM
$664M
130 positions
#9Marathon Mission, Inc.Active
Some overlap · 4 shared positions
$MRVL$ASML$SCHW$BLK
$198M
56 positions
#10NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$SCHW$ASML$LOW$ADBE$SYK
$2.5B
372 positions
#11CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$SCHW$ASML$PAYX$CME$MDLZ
$1.5B
78 positions
#12Hixon Zuercher, LLCPassive
Some overlap · 7 shared positions
$SCHW$LOW$EW$CPRT$ADBE$CRM
$347M
92 positions
#13COUNTRY TRUST BANKActive
Some overlap · 5 shared positions
$ASML$VRTX$BKNG$BLK$NOW
$5.7B
628 positions
#14BROWN ADVISORY INCPassive
Some overlap · 5 shared positions
$SCHW$EW$ASML$MRVL$BKNG
$64.6B
1,447 positions
#15OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$SCHW$ASML$LOW$ADBE$CI
$1.8B
139 positions
#16MANNING & NAPIER ADVISORS LLCPassive
Some overlap · 5 shared positions
$ASML$MOH$BLK$BKNG$NOW
$7.8B
865 positions
#17SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MRVL$ASML$BKNG$EW
$254M
141 positions
#18Shepherd Street Advisors LLCPassive
Some overlap · 4 shared positions
$SCHW$VRTX$BLK$BKNG
$116M
85 positions
#19CapitalatWork S.A.Active
Some overlap · 5 shared positions
$SCHW$BLK$ADBE$CRM$NOW
$4.0B
93 positions
#20McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$ASML$SCHW$BLK$CME$SYK
$1.1B
132 positions
#21Elevated Private Wealth, LLCPassive
Some overlap · 5 shared positions
$SCHW$ASML$ADBE$CRM$NOW
$134M
80 positions
#22Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$MRVL$SCHW$NEM
$288M
83 positions
#23Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$ASML$VRTX$BKNG$LOW
$231M
102 positions
#24Ground Swell Capital, LLCActive
Some overlap · 3 shared positions
$MRVL$ASML$IBKR
$93M
145 positions
#25Fulcrum Capital LLCActive
Some overlap · 5 shared positions
$VRTX$EW$CME$ADBE$NOW
$525M
101 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.