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 West Family Investments,

13F Portfolio OverlapQ1 2026West Family Investments, portfolio →

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Most similar hedge funds by 13F overlap

West Family Investments, Inc. is an institutional investor managing $285M across 259 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 West Family Investments, are MAINSTAY /ADV, Financial Harvest,, BANNERMAN WEALTH GROUP,, with shared positions in $IAU, $TME, $WM, $DOV, $MCD, $KO. The full ranking of 25 similar funds is below.

#1MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $TME $WM

$1.3B

143 positions

#2Financial Harvest, LLCActive

Notable overlap · 4 shared positions

$IAU $DOV $MCD $KO

$170M

57 positions

#3BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money

Notable overlap · 3 shared positions

$IAU $DOV $WM

$148M

32 positions

#4Yeomans Consulting Group, Inc.

Notable overlap · 3 shared positions

$IAU $KO $MU

$341M

113 positions

#5Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $KO $MU

$175M

53 positions

#6Impact Investors, IncPassive

Notable overlap · 3 shared positions

$IAU $WM $ASML

$144M

106 positions

#7Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $CVS $DOV

$171M

106 positions

#8Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $ASML $EXE

$348M

202 positions

#9LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $CVS $MCD $VZ

$135M

83 positions

#10VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $KO $WM

$361M

123 positions

#11Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$IAU $CVS $WM $MCD $KO

$218M

69 positions

#12Wealth Quarterback LLCPassive

Notable overlap · 5 shared positions

$IAU $KO $MCD $ASML $VZ

$254M

163 positions

#13BCU Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $CVS $KO

$268M

60 positions

#14FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $KO $VZ

$1.2B

150 positions

#15EQUITABLE TRUST COPassive

Notable overlap · 3 shared positions

$IAU $ASML $KO

$2.2B

463 positions

#16Fielder Capital Group LLCPassive

Some overlap · 3 shared positions

$IAU $TME $EQT

$459M

290 positions

#17Wealth Management Partners, LLCPassive

Some overlap · 3 shared positions

$IAU $MU $ASML

$350M

147 positions

#18Oxbow Advisors, LLCActive

Some overlap · 3 shared positions

$IAU $MCD $AZN

$1.2B

245 positions

#19Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 3 shared positions

$IAU $DOV $MU

$578M

118 positions

#20MBA Advisors LLCPassive

Some overlap · 4 shared positions

$IAU $MCD $ASML $VZ

$260M

146 positions

#21Roehl & Yi Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $DOV $ASML

$266M

180 positions

#22NavPoint Financial, Inc.Active

Some overlap · 4 shared positions

$IAU $DOV $MCD $KO

$247M

71 positions

#23ROGCO, LPActive

Some overlap · 4 shared positions

$IAU $MCD $WM $VZ

$300M

205 positions

#24Pacific Park Financial, Inc.Active

Some overlap · 3 shared positions

$IAU $DOV $MU

$153M

73 positions

#25Timber Creek Capital Management LLCPassive

Some overlap · 3 shared positions

$IAU $MU $ASML

$412M

78 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.