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 Westside Investment ,

13F Portfolio OverlapQ1 2026Westside Investment , portfolio →

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Most similar hedge funds by 13F overlap

Westside Investment Management, Inc. is an institutional investor managing $653M across 1,477 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 Westside Investment , are Juno Financial Group, Financial Perspectives,, Sherman Wealth, with shared positions in $KKR, $UBER, $HUM, $BRZE, $SHOP, $MU. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$KKR $UBER $HUM $BRZE

$255M

70 positions

#2Financial Perspectives, IncPassive

Notable overlap · 6 shared positions

$KKR $HUM $SHOP $MU $AMGN $GILD

$358M

716 positions

#3Sherman Wealth Management LLCPassive

Some overlap · 6 shared positions

$KKR $HUM $WT $AMD $OTIS $AMN

$116M

80 positions

#4Evergreen Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KKR $HUM $PBI $AMGN

$194M

54 positions

#5Montaka Global Pty LtdActive

Some overlap · 3 shared positions

$KKR $UBER $CRM

$167M

21 positions

#6HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $BRZE $AMD $WT

$238M

142 positions

#7High Net Worth Advisory Group LLCPassive

Some overlap · 4 shared positions

$KKR $CRM $HUM $AMGN

$429M

244 positions

#8Western Pacific Wealth Management, LPActive

Some overlap · 5 shared positions

$KKR $HUM $CRM $BRZE $AMD

$98M

197 positions

#9Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$KKR $HUM $BRZE $WT $SHOP

$365M

111 positions

#10CoreFirst Bank & TrustPassive

Some overlap · 4 shared positions

$KKR $HUM $AMN $AMGN

$189M

290 positions

#11Reality Financial Planning Services, LLCSmart money

Some overlap · 4 shared positions

$KKR $HUM $BRZE $WT

$104M

20 positions

#12Cherry Tree Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KKR $AMN $BRZE $WT $HUM

$473M

582 positions

#13FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $AMN $BRZE $AMGN

$176M

104 positions

#14GSG Advisors LLCActive

Some overlap · 4 shared positions

$KKR $HUM $BRZE $WT

$385M

137 positions

#15Seneca Financial Advisors LLCActive

Some overlap · 4 shared positions

$KKR $HUM $BRZE $AMGN

$341M

64 positions

#16Charter Capital Management, LLC\DESmart money

Some overlap · 4 shared positions

$KKR $HUM $UBER $AMD

$200M

70 positions

#17Private Capital Management, LLCActive

Some overlap · 4 shared positions

$KKR $HROW $WT $HUM

$1.0B

194 positions

#18Granite FO LLCActive

Some overlap · 3 shared positions

$KKR $HUM $MU

$169M

170 positions

#19CROBANPassive

Some overlap · 4 shared positions

$KKR $NOC $AMGN $WT

$213M

73 positions

#20Baltimore-Washington Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$KKR $UBER $HUM $SHOP

$2.3B

186 positions

#21Howard Capital Management Inc.Active

Some overlap · 5 shared positions

$KKR $HUM $SHW $WT $AMD

$6.1B

332 positions

#22Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 3 shared positions

$KKR $UBER $WT

$381M

163 positions

#23Curran Financial Partners, LLCActive

Some overlap · 5 shared positions

$KKR $HUM $SHW $BRZE $WT

$559M

127 positions

#24FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$KKR $SHW $WT $HUM $CRM

$233M

350 positions

#25Human Investing LLCSmart money

Some overlap · 5 shared positions

$KKR $HUM $BRZE $AMGN $MU

$687M

96 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.