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 Whitaker-Myers Wealth Managers, LTD.

13F Portfolio OverlapQ2 2026Whitaker-Myers Wealth Managers, LTD. portfolio →

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Most similar hedge funds by 13F overlap

Whitaker-Myers Wealth Managers, LTD. is an institutional investor managing $599M across 113 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 Whitaker-Myers Wealth Managers, LTD. are TrueWealth Advisors, BankChampaign, National Association, Bank OZK, with shared positions in $CRS, $DELL, $JCI, $CSX, $CLS, $MTB. The full ranking of 25 similar funds is below.

#1TrueWealth Advisors, LLCPassive

Some overlap · 8 shared positions

$CRS $DELL $JCI $CSX $CLS $MTB

$444M

235 positions

#2BankChampaign, National AssociationPassive

Some overlap · 6 shared positions

$DELL $PH $ANET $VST $CRS $PWR

$130M

200 positions

#3Bank OZKPassive

Some overlap · 5 shared positions

$ANET $PWR $TT $AMGN $CSX

$337M

159 positions

#4CVFG LLCPassive

Some overlap · 6 shared positions

$CRS $ANET $PH $CLS $PWR $STT

$952M

250 positions

#5Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$ANET $JCI $TT $PWR $PH

$29.1B

66 positions

#6Gunderson Capital Management Inc.Active

Some overlap · 5 shared positions

$ANET $PWR $DELL $CRWV $CLS

$370M

52 positions

#7FIRST UNITED BANK & TRUSTPassive

Some overlap · 5 shared positions

$ANET $MTB $AMGN $CSX $PWR

$348M

420 positions

#8Legacy Bridge, LLCPassive

Some overlap · 5 shared positions

$ANET $JCI $PWR $PH $CLS

$324M

322 positions

#9SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 5 shared positions

$ANET $PWR $DELL $VST $STT

$892M

299 positions

#10Aspen Investment Management IncPassive

Some overlap · 5 shared positions

$PWR $TT $AMGN $CSX $JCI

$372M

187 positions

#11Bright Futures Wealth Management, LLC.Passive

Some overlap · 5 shared positions

$MTB $CRS $JCI $CLS $STT

$155M

208 positions

#12Unify Financial AdvisorsPassive

Some overlap · 5 shared positions

$DELL $JCI $PH $AMGN $TT

$108M

90 positions

#13AIGEN INVESTMENT MANAGEMENT, LPPassive

Some overlap · 5 shared positions

$TT $GILD $CSX $PH $MAR

$366M

517 positions

#14Great Lakes Retirement, Inc.Passive

Some overlap · 4 shared positions

$ANET $PWR $DELL $TT

$1.1B

216 positions

#15ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 4 shared positions

$ANET $PWR $DELL $TT

$130M

106 positions

#16Proactive Wealth Strategies LLCPassive

Some overlap · 5 shared positions

$ANET $AMGN $DELL $CRWV $MAR

$623M

222 positions

#17PFG Private Wealth Management, LLCActive

Some overlap · 4 shared positions

$ANET $PWR $TT $CSX

$231M

75 positions

#18LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$PWR $CRS $JCI $CSX $PH $TT

$320M

82 positions

#19iSAM Funds (UK) LtdPassive

Some overlap · 5 shared positions

$GILD $CSX $PH $TT $MAR

$142M

241 positions

#20TKG Advisors, LLCPassive

Some overlap · 5 shared positions

$DELL $TT $AMGN $JCI $PWR

$288M

94 positions

#21RENAISSANCE GROUP LLCPassive

Some overlap · 4 shared positions

$ANET $TT $AMGN $MAR

$2.5B

234 positions

#22Ellsworth Advisors, LLCPassive

Some overlap · 4 shared positions

$ANET $DELL $AMGN $VST

$609M

182 positions

#23Monument Capital ManagementPassive

Some overlap · 4 shared positions

$CRS $DELL $PWR $TT

$497M

262 positions

#24Front Row Advisors LLCPassive

Some overlap · 4 shared positions

$ANET $DELL $AMGN $TT

$345M

576 positions

#25MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$ANET $PWR $AMGN $MAR

$636M

262 positions

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View Whitaker-Myers Wealth Managers, LTD.’s holdings

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.