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Hedge Funds Similar to WESPAC Advisors SoCal

13F Portfolio OverlapQ2 2026WESPAC Advisors SoCal portfolio →
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Most similar hedge funds by 13F overlap

WESPAC Advisors SoCal, LLC is an institutional investor managing $560M across 122 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WESPAC Advisors SoCal are Hamilton Point Investment Advisors, Rithm, High Point Wealth, with shared positions in $EME, $ETN, $IAU, $HUBB, $CEG, $VRT. The full ranking of 25 similar funds is below.

#1Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$EME$ETN$IAU$HUBB
$710M
193 positions
#2Rithm Capital Corp.Active
Notable overlap · 5 shared positions
$ETN$EME$CEG$VRT$HUBB
$81M
38 positions
#3High Point Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WELL$IAU$HOOD$CEG
$122M
250 positions
#4Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$EME$CRWD$PLTR$VRT$ANET$WELL
$228M
70 positions
#5HERBST GROUP, LLCPassive
Some overlap · 4 shared positions
$GD$CEG$CRWD$VRT
$183M
65 positions
#6Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$ETN$CRWD$VRT$HOOD$ANET$VST
$115M
89 positions
#7ITHAKA GROUP LLCActive
Some overlap · 6 shared positions
$CRWD$PLTR$VRT$AXON$HOOD$ANET
$551M
40 positions
#8Riggs Asset Managment Co. Inc.Passive
Some overlap · 6 shared positions
$CRWD$PLTR$ETN$VRT$ANET$VST
$560M
132 positions
#9Hamilton Wealth, LLCPassive
Some overlap · 3 shared positions
$WELL$IAU$CRWD
$546M
118 positions
#10Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$CRWD$PLTR$VRT$ANET
$819M
339 positions
#11MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 4 shared positions
$ETN$PLTR$CRWD$AXON
$314M
163 positions
#12True Vision MN LLC
Some overlap · 5 shared positions
$IAU$CRWD$PLTR$VRT$ANET
$194M
98 positions
#13COATUE MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ETN$CEG$VRT
$48.6B
66 positions
#14Themes Management Co LLCPassive
Some overlap · 4 shared positions
$GD$CEG$AXON$PLTR
$151M
120 positions
#15BankChampaign, National AssociationPassive
Some overlap · 6 shared positions
$ETN$PLTR$VRT$ANET$HOOD$VST
$130M
200 positions
#16Running Oak Capital LLCPassive
Some overlap · 3 shared positions
$ETN$GD$EME
$587M
59 positions
#17Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$ETN$CRWD$PLTR$VRT
$917M
38 positions
#18PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$CRWD$PLTR$VRT$AXON$HOOD$CEG
$174M
92 positions
#19Strategies Wealth Advisors, LLCActive
Some overlap · 7 shared positions
$PLTR$IAU$VRT$GD$CRWD$ROK
$1.1B
202 positions
#20Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$ETN$IAU$VRT$ANET
$2.8B
151 positions
#21ODDO BHF ASSET MANAGEMENT SASPassive
Some overlap · 5 shared positions
$EME$WELL$PLTR$ANET$ARGX
$2.2B
253 positions
#22ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$ETN$IAU$PLTR
$753M
223 positions
#23Knollwood Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$CRWD$PLTR$VRT$ANET$HOOD$IAU
$1.1B
270 positions
#24Westover Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$EME$WELL$GD$IAU$VST$VRT
$602M
240 positions
#25BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ETN$PLTR$HOOD$ANET$VST
$414M
106 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.