13F Pro

Hedge Funds Similar to Westend

13F Portfolio OverlapQ2 2026Westend portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Westend Capital Management, LLC is an institutional investor managing $437M across 242 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 Westend are Dilation, Planning, JOHNSTON ASSET, with shared positions in $BA, $ASML, $HWM, $PWR, $AXP, $CCJ. The full ranking of 25 similar funds is below.

#1Dilation Capital Management LPActive
Notable overlap · 3 shared positions
$BA$ASML$HWM
$248M
20 positions
#2Capital Planning LLCActive
Notable overlap · 3 shared positions
$BA$PWR$AXP
$343M
88 positions
#3JOHNSTON ASSET MANAGEMENT CORPActive
Notable overlap · 3 shared positions
$CCJ$ASML$HWM
$2.9B
77 positions
#4LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$PWR$ASML$HWM$CCJ
$320M
82 positions
#5Strong Tower Advisory ServicesPassive
Notable overlap · 4 shared positions
$PWR$FCX$BA$BHP
$558M
94 positions
#6AUGUSTINE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$KGS$ASML$BHP$FCX
$494M
121 positions
#7CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 3 shared positions
$PWR$ASML$FCX
$78M
44 positions
#8Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 4 shared positions
$FCX$BA$SNOW$AXP
$631M
25 positions
#9Peregrine Asset Advisers, Inc.Passive
Notable overlap · 4 shared positions
$PWR$ASML$BA$SNOW
$461M
218 positions
#10Symmetry Investments LPActive
Notable overlap · 3 shared positions
$BA$ASML$HWM
$1.5B
152 positions
#11ARS Investment Partners, LLCActive
Notable overlap · 4 shared positions
$FCX$PWR$BA$CCJ
$2.3B
181 positions
#12Themes Management Co LLCPassive
Notable overlap · 4 shared positions
$BA$HWM$SNOW$FCX
$151M
120 positions
#13Tamar Securities, LLCActive
Notable overlap · 3 shared positions
$FCX$ASML$PWR
$1.1B
98 positions
#14Covenant Asset Management, LLCPassive
Notable overlap · 4 shared positions
$PWR$ASML$HWM$AXP
$595M
164 positions
#15Arrow Capital Pty LtdActive
Notable overlap · 4 shared positions
$CCJ$PWR$ASML$CPNG
$118M
25 positions
#16PINNBROOK CAPITAL MANAGEMENT LPActive
Notable overlap · 5 shared positions
$KGS$PWR$SNOW$VIK$HWM
$938M
103 positions
#17CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 5 shared positions
$HWM$ASML$TGT$ROK$CCJ
$566M
391 positions
#18Lionhunter Capital Management, LLCPassive
Notable overlap · 3 shared positions
$BA$AXP$ET
$222M
109 positions
#19Clayton Financial Group LLCActive
Notable overlap · 3 shared positions
$BA$AXP$PWR
$181M
65 positions
#20RPG Investment Advisory, LLCPassive
Notable overlap · 5 shared positions
$PWR$SNOW$BA$FCX$GVA
$973M
93 positions
#21BEARING POINT CAPITAL, LLCPassive
Notable overlap · 5 shared positions
$HWM$BHP$AXP$FCX$SNOW
$740M
203 positions
#22MARSICO CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ASML$BA$VIK
$3.8B
69 positions
#23LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Notable overlap · 3 shared positions
$ASML$AXP$ROK
$213M
124 positions
#24PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Notable overlap · 4 shared positions
$FCX$CCJ$NUE$BHP
$3.2B
77 positions
#25VectorGlobal IAG, Inc.
Notable overlap · 3 shared positions
$ASML$AXP$NUE
$385M
134 positions

Compare Westend’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Westend’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.