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Hedge Funds Similar to WESCAP Group,

13F Portfolio OverlapQ1 2026WESCAP Group, portfolio →
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Most similar hedge funds by 13F overlap

WESCAP Management Group, Inc. is an institutional investor managing $508M across 107 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 WESCAP Group, are MAINSTAY /ADV, JBGlobal.com, Powers Advisory Group,, with shared positions in $WT, $IAU, $USB, $SLV, $COP, $UNIT. The full ranking of 25 similar funds is below.

#1MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Substantial overlap · 4 shared positions
$WT$IAU$USB$SLV
$1.3B
143 positions
#2JBGlobal.com LLCActive
Substantial overlap · 5 shared positions
$WT$COP$USB$UNIT$FISV
$102M
27 positions
#3Powers Advisory Group, LLCActive
Substantial overlap · 5 shared positions
$WT$USB$COP$OKTA$GLW
$284M
125 positions
#4Broussard Financial Group LLCActive
Substantial overlap · 5 shared positions
$WT$IAU$USB$SLV$IBIT
$125M
29 positions
#5Marshall & Sterling Wealth Advisors Inc.Passive
Substantial overlap · 4 shared positions
$WT$USB$COP$HUM
$153M
344 positions
#6FIDELIS iM, LLCSmart money
Substantial overlap · 4 shared positions
$WT$COP$SCHW$HUM
$264M
25 positions
#7Envision Financial LLCActive
Substantial overlap · 3 shared positions
$WT$USB$UNIT
$186M
46 positions
#8Catalyst Investment Management LLCPassive
Substantial overlap · 6 shared positions
$WT$IAU$SE$HUM$SCHW$API
$90M
65 positions
#9BLUELINE ADVISORS LLCActive
Substantial overlap · 7 shared positions
$WT$USB$COP$SE$SCHW$HUM
$129M
217 positions
#10Farrell Financial LLCPassive
Substantial overlap · 6 shared positions
$USB$IAU$COP$WT$SCHW$HUM
$167M
76 positions
#11DecisionPoint Financial, LLCActive
Substantial overlap · 5 shared positions
$USB$COP$IAU$SCHW$IBIT
$464M
679 positions
#12Exit Wealth Advisors, LLC.Active
Substantial overlap · 6 shared positions
$WT$IAU$SLV$GBTC$GLW$IBIT
$195M
131 positions
#13truNorth Financial Services, Inc.Active
Notable overlap · 5 shared positions
$WT$COP$SLV$HUM$UNIT
$97M
49 positions
#14Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 5 shared positions
$IAU$WT$SCHW$GMM$RELX
$589M
138 positions
#15MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 5 shared positions
$WT$USB$OKTA$IAU$SLV
$147M
52 positions
#16Foundation Wealth Management, LLC\PAActive
Notable overlap · 7 shared positions
$USB$COP$SE$SCHW$GMM$UNIT
$284M
91 positions
#17Ankerstar Wealth, LLCPassive
Notable overlap · 3 shared positions
$WT$COP$IBIT
$95M
955 positions
#18GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$IAU$COP$UNIT
$212M
87 positions
#19CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 4 shared positions
$USB$COP$SCHW$HUM
$363M
102 positions
#20Sharper & Granite LLCPassive
Notable overlap · 7 shared positions
$WT$COP$IAU$UNIT$GLW$GBTC
$293M
107 positions
#21TAGStone Capital, Inc.Passive
Notable overlap · 8 shared positions
$USB$COP$WT$SE$HUM$GMM
$283M
137 positions
#22Alpha Zero LLCActive
Notable overlap · 5 shared positions
$WT$IAU$OKTA$IBIT$RELX
$198M
79 positions
#23Morton Capital Management LLC/CASmart money
Notable overlap · 4 shared positions
$WT$IAU$USB$HUM
$672M
139 positions
#24Financial Harvest, LLCActive
Notable overlap · 3 shared positions
$IAU$WT$SE
$170M
57 positions
#25CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 6 shared positions
$WT$IAU$SLV$USB$UNIT$IBIT
$149M
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.