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Hedge Funds Similar to WEST CHESTER ADVISORS

13F Portfolio OverlapQ2 2026WEST CHESTER ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

WEST CHESTER CAPITAL ADVISORS, INC is an institutional investor managing $150M across 54 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 WEST CHESTER ADVISORS are Compton Financial Group, Slagle Financial, Wheelhouse Advisory Group, with shared positions in $MO, $BA, $EXC, $PNC, $PM, $CEG. The full ranking of 25 similar funds is below.

#1Compton Financial Group, LLCActive
Notable overlap · 6 shared positions
$MO$BA$EXC$PNC$PM$CEG
$519M
84 positions
#2Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MO$EXC$PM$DUK$MCD
$334M
127 positions
#3Wheelhouse Advisory Group LLCActive
Some overlap · 5 shared positions
$BA$MO$PM$MQY$MCD
$354M
55 positions
#4GQG Partners LLCActive
Some overlap · 4 shared positions
$MO$EXC$PM$DUK
$53.8B
102 positions
#5Gerald Baker Financial Group LLCPassive
Some overlap · 6 shared positions
$MO$PM$MCD$CEG$EXC$BA
$351M
126 positions
#6Vermillion & White Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$MO$EXC$PM$CEG
$198M
69 positions
#7Graver Capital Management, LLCSmart money
Some overlap · 4 shared positions
$MO$PM$DUK$MCD
$140M
26 positions
#8BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$MO$PM$DUK$MCD
$515M
142 positions
#9Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$MO$PM$DUK$MCD
$116M
65 positions
#10TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MO$NUE$DUK$BA
$186M
132 positions
#11Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$PNC$MO$MCD
$181M
81 positions
#12Covington Investment Advisors Inc.Active
Some overlap · 4 shared positions
$PNC$MCD$DUK$CEG
$774M
73 positions
#13Clayton Financial Group LLCActive
Some overlap · 3 shared positions
$BA$PNC$PM
$181M
65 positions
#14Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$MO$NUE$PM
$274M
79 positions
#15BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$PNC$NUE$MCD
$2.5B
270 positions
#16MBA Advisors LLCPassive
Some overlap · 5 shared positions
$MO$PM$MCD$FNB$DUK
$297M
166 positions
#17Newton One Investments LLCActive
Some overlap · 4 shared positions
$EXC$PM$MCD$CEG
$397M
146 positions
#18SIMA Wealth Partners, LLCActive
Some overlap · 4 shared positions
$MO$PM$MCD$DUK
$141M
130 positions
#19STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 4 shared positions
$PNC$EXC$PM$DUK
$395M
283 positions
#20Lloyd Advisory Services, LLC.Passive
Some overlap · 4 shared positions
$MO$PNC$DUK$PM
$258M
628 positions
#21Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$PNC$MO$DUK
$159M
62 positions
#22Aspen Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$PNC$BA$DUK
$207M
89 positions
#23Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$NUE$PM$DUK$MCD
$1.1B
168 positions
#24Ellsworth Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$PNC$DUK
$609M
182 positions
#25ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 3 shared positions
$PNC$PM$DUK
$156M
64 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.