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 Westchester ,

13F Portfolio OverlapQ1 2026Westchester , portfolio →

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Most similar hedge funds by 13F overlap

Westchester Capital Management, Inc. is an institutional investor managing $497M across 45 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 Westchester , are Wealth Advisors of Tampa Bay,, Patrick Mauro Investment Advisor,, CORDA Investment ,, with shared positions in $WM, $__PARK_1390777, $MCD, $LMT, $MDT, $CRM. The full ranking of 25 similar funds is below.

#1Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 9 shared positions

$WM $__PARK_1390777 $MCD $LMT $MDT $CRM

$302M

93 positions

#2Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$MCD $LMT $WM $PFE $CAG $DIS

$199M

40 positions

#3CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$__PARK_1390777 $MCD $MDT $PFE $DIS $VZ

$1.4B

80 positions

#4Willis Investment CounselActive

Notable overlap · 8 shared positions

$LMT $MDT $PFE $MCD $VLO $T

$1.8B

123 positions

#5M3 Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$VLO $WM $LMT $DIS

$130M

35 positions

#6BOYAR ASSET MANAGEMENT INC.Passive

Notable overlap · 9 shared positions

$__PARK_1390777 $MDT $PFE $MCD $DIS $CRM

$176M

78 positions

#7Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LMT $WM $__PARK_1390777 $MCD $LOW $KO

$353M

78 positions

#8Miramar Capital, LLCPassive

Notable overlap · 4 shared positions

$LMT $MCD $WM $VZ

$449M

56 positions

#9JERICHO FINANCIAL, LLPActive

Notable overlap · 4 shared positions

$WM $MCD $CRM $INTC

$159M

40 positions

#10Deane Retirement Strategies, Inc.Passive

Notable overlap · 5 shared positions

$LMT $VLO $CRM $INTC $LOW

$249M

57 positions

#11Barbara Oil Co.Passive

Notable overlap · 5 shared positions

$__PARK_1390777 $LMT $PFE $INTC $BA

$259M

69 positions

#12Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$WM $MCD $PFE $MDT $LMT $AXP

$218M

69 positions

#13PICTET BANK & TRUST LtdActive

Notable overlap · 3 shared positions

$WM $MCD $CRM

$76M

33 positions

#14Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$__PARK_1390777 $LMT $WM $MCD $MDT $LOW

$272M

95 positions

#15RBO & CO LLCActive

Notable overlap · 6 shared positions

$MCD $WM $LMT $DIS $PFE $KO

$620M

57 positions

#16OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$WM $MCD $MCHP $LMT

$168M

30 positions

#17DLK Investment Management, LLCPassive

Notable overlap · 4 shared positions

$WM $MCD $MDT $BDX

$253M

92 positions

#18GPM Growth Investors, Inc.Active

Notable overlap · 5 shared positions

$MCD $MCHP $WM $CRM $DIS

$238M

42 positions

#19Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$MCD $PFE $LMT $BDX $T $VZ

$147M

64 positions

#20Atwater Malick LLCActive

Notable overlap · 5 shared positions

$WM $MCD $DIS $LOW $KO

$370M

100 positions

#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LMT $MCD $MDT $T $VZ $KO

$220M

148 positions

#22Graphene Investments SASPassive

Some overlap · 4 shared positions

$WM $__PARK_1390777 $CRM $PFE

$149M

44 positions

#23Cambridge Financial Group, Inc.Active

Some overlap · 3 shared positions

$VLO $MCD $BA

$267M

33 positions

#24Ark Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$VLO $LMT $WM $MCD $LOW $AXP

$101M

80 positions

#25RBA Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WM $MDT $CRM $BDX

$278M

92 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.