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 WESPAC Advisors SoCal,

13F Portfolio OverlapQ1 2026WESPAC Advisors SoCal, portfolio →

Institutional-grade research for retail investors

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 Q1 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 Mason & Associates, MFA WEALTH ADVISORS,, Ergawealth Advisors,, with shared positions in $SHW, $JHG, $PLTR, $CRWD, $VRT, $AMN. The full ranking of 25 similar funds is below.

#1Mason & Associates IncActive

Notable overlap · 5 shared positions

$SHW $JHG $PLTR $CRWD $VRT

$516M

160 positions

#2MFA WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$SHW $AMN $CEG $IAU $KO

$508M

88 positions

#3Ergawealth Advisors, Inc.Smart money

Notable overlap · 5 shared positions

$SHW $JHG $IAU $IBM $GE

$226M

55 positions

#4First Financial Group CorpActive

Notable overlap · 7 shared positions

$JHG $SHW $IAU $GEV $GE $CRWD

$122M

80 positions

#5StoneCrest Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$SHW $JHG $MU $PLTR $VRT $CRWD

$236M

73 positions

#6RWQ Financial Management Services, Inc.Active

Notable overlap · 5 shared positions

$SHW $CEG $GEV $MU $GE

$153M

22 positions

#7Brendel Financial Advisors LLCPassive

Notable overlap · 5 shared positions

$SHW $GD $PLTR $VRT $IBM

$202M

95 positions

#8Retirement Management Systems Inc.Active

Notable overlap · 4 shared positions

$SHW $JHG $WELL $IAU

$415M

51 positions

#9Paragon Advisors, LLCActive

Notable overlap · 8 shared positions

$JHG $PLTR $SHW $AMN $GEV $VRT

$371M

76 positions

#10Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$EME $AMN $ETN $IAU $IBM $HUBB

$649M

186 positions

#11Center for Wealth Management AdvisoryActive

Notable overlap · 3 shared positions

$SHW $KO $GD

$139M

62 positions

#12IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$SHW $AMN $GEV $PLTR $VRT

$446M

95 positions

#13Orion Capital Management LLCPassive

Notable overlap · 5 shared positions

$JHG $AMN $PLTR $ETN $IBM

$290M

485 positions

#14TruWealth Advisors, LLCActive

Notable overlap · 5 shared positions

$JHG $AMN $IAU $GD $IBM

$2.1B

182 positions

#15VOISARD ASSET MANAGEMENT GROUP, INC.Active

Notable overlap · 6 shared positions

$JHG $AMN $MU $GE $GEV $ETN

$469M

104 positions

#16Bowman & Co S.C.

Notable overlap · 4 shared positions

$AMN $JHG $ETN $GEV

$237M

118 positions

#17NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$JHG $GD $KO $ETN $IBM $ANET

$367M

141 positions

#18SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 9 shared positions

$EME $CEG $GEV $PLTR $MU $C

$688M

180 positions

#19DEMMING FINANCIAL SERVICES CORP /ADVSmart money

Notable overlap · 4 shared positions

$SHW $GEV $PLTR $GE

$138M

37 positions

#20Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $AMN $IAU

$482M

135 positions

#21Saudi Central BankPassive

Notable overlap · 4 shared positions

$SHW $KO $PLTR $MU

$4.7B

514 positions

#22Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$JHG $AMN $PLTR

$145M

98 positions

#23David R. Rahn & Associates Inc.Passive

Notable overlap · 4 shared positions

$SHW $IAU $GEV $ANET

$354M

122 positions

#24Lakeridge Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SHW $IAU $IBM $GE

$233M

169 positions

#25Drake & Associates, LLCActive

Notable overlap · 4 shared positions

$JHG $AMN $WELL $GE

$525M

97 positions

Compare WESPAC Advisors SoCal,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WESPAC Advisors SoCal,’s holdings

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.