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 WestEnd Advisors,

13F Portfolio OverlapQ1 2026WestEnd Advisors, portfolio →

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Most similar hedge funds by 13F overlap

WestEnd Advisors, LLC is an institutional investor managing $4.1B across 391 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 WestEnd Advisors, are Luminvest Wealth, Ramiah Investment Group, Gladwyn Financial Advisors,, with shared positions in $MKL, $COP, $USB, $GLDM, $CB, $TMO. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$MKL $COP $USB

$382M

55 positions

#2Ramiah Investment GroupSmart money

Notable overlap · 3 shared positions

$MKL $COP $USB

$99M

32 positions

#3Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $COP $USB

$160M

82 positions

#4Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $COP $USB $GLDM

$127M

57 positions

#5HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$MKL $CB $TMO $TJX $REGN

$2.5B

262 positions

#6TL Private WealthSmart money

Notable overlap · 4 shared positions

$MKL $COP $TXN $MDT

$253M

44 positions

#7Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$MKL $COP $CB

$325M

57 positions

#8ETF Portfolio Partners, Inc.Active

Notable overlap · 4 shared positions

$MKL $COP $TXN $UNH

$381M

68 positions

#9Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$MKL $COP $REGN $USB $API

$480M

160 positions

#10OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$MKL $TMO $CRM $COP

$1.9B

197 positions

#11HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$MKL $USB $TJX

$280M

107 positions

#12STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MKL $USB $COP

$140M

29 positions

#13Topsail Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MKL $USB $COP $TXN

$678M

294 positions

#14PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Notable overlap · 4 shared positions

$MKL $COP $USB $GSAT

$1.6B

236 positions

#15Addis & Hill, IncSmart money

Notable overlap · 3 shared positions

$MKL $USB $TXN

$164M

27 positions

#16FIDUCIARY ADVISORS, INC.Active

Notable overlap · 3 shared positions

$MKL $COP $USB

$133M

121 positions

#17Stonebridge Capital Advisors LLCPassive

Notable overlap · 5 shared positions

$COP $MKL $USB $MDT $TMO

$1.4B

211 positions

#18MilWealth Group LLCSmart money

Notable overlap · 4 shared positions

$MKL $USB $CRM $COP

$420M

81 positions

#19Newton One Investments LLCActive

Notable overlap · 3 shared positions

$MKL $USB $UNH

$368M

121 positions

#20Stony Point Wealth Management Inc.Passive

Notable overlap · 3 shared positions

$MKL $TJX $TXN

$252M

96 positions

#21FC Advisory LLCActive

Notable overlap · 4 shared positions

$MKL $CB $USB $COP

$342M

115 positions

#22Compton Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MKL $TMUS $CRM $UNH

$449M

85 positions

#23VERITY Wealth AdvisorsActive

Notable overlap · 3 shared positions

$MKL $COP $TMO

$150M

81 positions

#24Minot DeBlois Advisors LLCPassive

Notable overlap · 5 shared positions

$COP $MKL $CB $TJX $CRM

$110M

226 positions

#25DAVIS SELECTED ADVISERSActive

Notable overlap · 6 shared positions

$MKL $USB $COP $CB $TXN $UNH

$21.8B

112 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.