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 WEST BANCORPORATION

13F Portfolio OverlapQ1 2026WEST BANCORPORATION portfolio →

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Most similar hedge funds by 13F overlap

WEST BANCORPORATION INC is an institutional investor managing $200M across 98 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WEST BANCORPORATION are Financially in Tune,, HOWARD WEALTH ,, Pinnacle Financial Group, / IL, with shared positions in $KKR, $MKL, $HUM, $MCD, $SO, $PFE. The full ranking of 25 similar funds is below.

#1Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$KKR $MKL $HUM

$116M

77 positions

#2HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$KKR $MKL $HUM

$238M

142 positions

#3Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$KKR $MKL $HUM $MCD

$365M

111 positions

#4SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$KKR $HUM $SO $MCD $PFE $MKL

$272M

554 positions

#5Berkeley Capital Partners, LLCActive

Notable overlap · 4 shared positions

$KKR $MKL $MCD $PFE

$431M

184 positions

#6KDT Advisors, LLCPassive

Notable overlap · 4 shared positions

$KKR $MKL $HUM $MCD

$63M

69 positions

#7VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$KKR $MKL $HUM $WFC

$335M

505 positions

#8Wharton Business Group, LLCActive

Notable overlap · 4 shared positions

$KKR $MKL $HUM $WFC

$2.6B

141 positions

#9Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $MCD $WFC

$124M

101 positions

#10Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $MKL

$90M

65 positions

#11Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$KKR $HUM $WFC

$98M

197 positions

#12MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MCD

$557M

185 positions

#13Charter Capital Management, LLC\DESmart money

Notable overlap · 3 shared positions

$KKR $HUM $WFC

$200M

70 positions

#14White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $HUM $MKL

$721M

145 positions

#15GSG Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MKL

$385M

137 positions

#16Martel Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$KKR $HUM $MKL

$587M

73 positions

#17PPS&V ASSET MANAGEMENT CONSULTANTS, INC.Smart money

Notable overlap · 3 shared positions

$KKR $HUM $PFE

$164M

41 positions

#18Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MCD

$341M

64 positions

#19Operose Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $MKL $MCD $PFE

$431M

593 positions

#20SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$KKR $HUM $SO

$212M

66 positions

#21Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$KKR $MKL $HUM

$194M

54 positions

#22Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$KKR $MCD $HUM $PFE

$453M

103 positions

#23Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$KKR $SO $MCD

$113M

39 positions

#24PARAGON FINANCIAL PARTNERS, INC.Active

Notable overlap · 3 shared positions

$KKR $MCD $HUM

$177M

77 positions

#25INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$KKR $ABT $HUM $PFE

$803M

181 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.