Hedge Funds Similar to WESPAC Advisors,

13F Portfolio OverlapQ1 2026WESPAC Advisors, portfolio →

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Most similar hedge funds by 13F overlap

WESPAC Advisors, LLC is an institutional investor managing $183M across 178 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 WESPAC Advisors, are Sprinkle Financial Consultants, TABR ,, Live Oak Investment Partners, with shared positions in $OKE, $IAU, $T, $GE, $GEV, $TER. The full ranking of 25 similar funds is below.

#1Sprinkle Financial Consultants LLCPassive

Notable overlap · 5 shared positions

$OKE $IAU $T $GE $GEV

$217M

99 positions

#2TABR Capital Management, LLCActive

Notable overlap · 6 shared positions

$OKE $GEV $TER $MU $CAH $HWM

$109M

54 positions

#3Live Oak Investment PartnersPassive

Notable overlap · 4 shared positions

$OKE $HWM $APH $T

$169M

93 positions

#4Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$OKE $JHG $GSAT

$145M

98 positions

#5M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$OKE $JHG $OUNZ

$119M

55 positions

#6Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$162M

100 positions

#7Clearwave Capital, LLCPassive

Notable overlap · 3 shared positions

$146M

146 positions

#8Pine Harbor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$OKE $JHG $AAAU

$334M

102 positions

#9AFG FIDUCIARY SERVICES LIMITED PARTNERSHIPActive

Notable overlap · 3 shared positions

$171M

92 positions

#10Cambridge Financial Group, Inc.Active

Some overlap · 5 shared positions

$OKE $COR $CAH $GE $GEV

$267M

33 positions

#111 NORTH WEALTH SERVICES LLCPassive

Some overlap · 3 shared positions

$OKE $JHG $GSAT

$277M

270 positions

#12Fulcrum Equity ManagementPassive

Some overlap · 4 shared positions

$OKE $GEV $APH $IAU

$103M

127 positions

#13Ridgeline Wealth, LLCActive

Some overlap · 3 shared positions

$140M

52 positions

#14BOS Asset Management, LLCPassive

Some overlap · 4 shared positions

$OKE $JHG $MU $GSAT

$392M

200 positions

#15BYRNE FINANCIAL FREEDOM, LLCPassive

Some overlap · 8 shared positions

$OKE $CAH $JHG $MU $APH $GSAT

$209M

103 positions

#16MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$OKE $GSAT $IAU

$543M

235 positions

#17CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 3 shared positions

$OKE $GEV $KNTK

$2.0B

66 positions

#18IFS Group,LLCPassive

Some overlap · 4 shared positions

$OKE $VOD $GE $GEV

$112M

144 positions

#19Cadent Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$OKE $JHG $TER $IAU $GEV

$386M

187 positions

#20LFG Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$OKE $JHG $BTI $MU $GEV $GSAT

$166M

89 positions

#21Ipsen Advisor Group LLCPassive

Some overlap · 5 shared positions

$IAU $AAAU $JHG $OKE $GSAT

$143M

104 positions

#22Ifrah Financial Services, Inc.Passive

Some overlap · 5 shared positions

$OKE $JHG $IAU $TER $MU

$378M

200 positions

#23Entelevest, LLCPassive

Some overlap · 6 shared positions

$IAU $JHG $GE $MU $GSAT $GEV

$100M

137 positions

#24Passumpsic Savings Bank

Some overlap · 6 shared positions

$HWM $COR $GE $MU $APH $GEV

$183M

90 positions

#25WPG Advisers, LLCPassive

Some overlap · 3 shared positions

$136M

1,476 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.