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 Westwind

13F Portfolio OverlapQ2 2026Westwind portfolio →

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Most similar hedge funds by 13F overlap

Westwind Capital is an institutional investor managing $422M across 77 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 Westwind are Aragon Global, WORMSER FRERES GESTION, Beacon Harbor Wealth Advisors, with shared positions in $VRT, $BE, $MS, $PLTR, $SNDK, $STX. The full ranking of 25 similar funds is below.

#1Aragon Global Management, LPActive

Notable overlap · 6 shared positions

$VRT $BE $MS $PLTR $SNDK $STX

$264M

23 positions

#2WORMSER FRERES GESTIONActive

Notable overlap · 5 shared positions

$VRT $MSCI $NOW $ISRG $KLAC

$177M

66 positions

#3Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$PLD $NEE $VRT $FIX

$513M

70 positions

#4Iyo Bank, Ltd.Active

Notable overlap · 6 shared positions

$PLD $NEE $NOW $KLAC $TXN $ISRG

$329M

32 positions

#5TORRAY LLCActive

Notable overlap · 6 shared positions

$NEE $PLD $BE $NOW $KLAC $TXN

$741M

91 positions

#6VMS Asset Management LimitedPassive

Notable overlap · 8 shared positions

$VRT $BE $WDC $SNDK $TER $STX

$315M

33 positions

#7PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$BE $VRT $PLTR $NOW $WDC $KLAC

$174M

92 positions

#8NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 7 shared positions

$BE $VRT $PLTR $CIEN $STX $FIX

$1.3B

322 positions

#9HARTLINE INVESTMENT CORP/Active

Notable overlap · 7 shared positions

$VRT $MS $MAR $PLTR $NEE $DELL

$1.1B

115 positions

#10Socorro Asset Management LPActive

Notable overlap · 4 shared positions

$NEE $PLD $MS $TXN

$223M

33 positions

#11Annex Advisory Services, LLCActive

Notable overlap · 5 shared positions

$MS $TPL $NEE $VRT $ISRG

$5.9B

356 positions

#12Gallagher Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$MS $ISRG $NOW $PLTR $DELL

$175M

71 positions

#13PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$TPL $PLTR $MS $PLD

$3.2B

77 positions

#14Goldstream Capital Management LtdActive

Notable overlap · 8 shared positions

$VRT $BE $WDC $SNDK $TER $CIEN

$132M

45 positions

#15KIECKHEFER GROUP LLCSmart money

Notable overlap · 5 shared positions

$VRT $ISRG $PLTR $WDC $DELL

$246M

65 positions

#16Geneva Partners, LLCPassive

Notable overlap · 7 shared positions

$BE $VRT $TER $STX $DELL $KLAC

$375M

75 positions

#17Mirova US LLCActive

Notable overlap · 3 shared positions

$NEE $VRT $ISRG

$9.3B

45 positions

#18ITHAKA GROUP LLCActive

Notable overlap · 4 shared positions

$NOW $ISRG $VRT $PLTR

$551M

40 positions

#19FFG Partners, LLCActive

Some overlap · 5 shared positions

$VRT $PLTR $MAR $SNDK $HUM

$352M

42 positions

#20PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 3 shared positions

$PLD $TPL $TXN

$175M

73 positions

#21Bannerstone Capital Management, LLCPassive

Some overlap · 6 shared positions

$VRT $PLTR $BE $TER $KLAC $FIX

$119M

113 positions

#22Williamson Legacy Group, LLCPassive

Some overlap · 7 shared positions

$BE $VRT $WDC $SNDK $TER $CIEN

$201M

75 positions

#23Global Trust Asset Management, LLCPassive

Some overlap · 5 shared positions

$NEE $VRT $PLTR $SNDK $KLAC

$320M

463 positions

#24POLEN CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$MSCI $NOW $ISRG $ABNB $BE

$11.6B

219 positions

#25Bosman Wealth Management, LLCPassive

Some overlap · 6 shared positions

$BE $PLTR $VRT $WDC $STX $FIX

$161M

56 positions

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View Westwind’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.