13F Pro

Hedge Funds Similar to West Branch

13F Portfolio OverlapQ1 2026West Branch portfolio →
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Most similar hedge funds by 13F overlap

West Branch Capital LLC is an institutional investor managing $430M across 355 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 Branch are NS Partners Ltd, Wynn ,, BDF-GESTION, with shared positions in $KO, $BAC, $UNH, $GE, $MCD, $WFC. The full ranking of 25 similar funds is below.

#1NS Partners LtdActive
Some overlap · 8 shared positions
$KO$BAC$UNH$GE$MCD$WFC
$2.2B
71 positions
#2Wynn Capital, LLCPassive
Some overlap · 7 shared positions
$BAC$KO$GE$MCD$WFC$AMAT
$195M
107 positions
#3BDF-GESTIONActive
Some overlap · 9 shared positions
$BAC$KO$UNH$MU$AMAT$AMD
$749M
144 positions
#4Athena Investment ManagementActive
Some overlap · 7 shared positions
$BAC$UNH$GE$MCD$AMAT$IBM
$193M
153 positions
#5ING GROEP NVPassive
Some overlap · 8 shared positions
$BAC$MCD$GE$MU$AMAT$AMD
$16.4B
503 positions
#6Pavion Blue Capital, LLCPassive
Some overlap · 6 shared positions
$KO$BAC$GE$MCD$WFC$IBM
$230M
108 positions
#7Income Insurance LtdPassive
Some overlap · 8 shared positions
$BAC$KO$GE$MU$WFC$UNH
$147M
164 positions
#8INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 6 shared positions
$KO$BAC$GE$MCD$AMD$IBM
$244M
182 positions
#9B. Metzler seel. Sohn & Co. AGActive
Some overlap · 7 shared positions
$KO$GE$MCD$MU$AMD$ABT
$10.8B
712 positions
#10Bank Julius Baer & Co. Ltd, ZurichActive
Some overlap · 7 shared positions
$KO$GE$BAC$WFC$AMAT$IBM
$33.2B
678 positions
#11ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 7 shared positions
$UNH$MCD$KO$MU$BAC$AMD
$155M
150 positions
#12S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$KO$BAC$MCD$WFC$MU$AMAT
$671M
178 positions
#13Gladius Capital Management LPActive
Some overlap · 7 shared positions
$KO$GE$WFC$MU$AMD$IBM
$2.2B
106 positions
#14PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 7 shared positions
$KO$GE$MU$BAC$WFC$AMAT
$7.7B
190 positions
#15SCHULHOFF & CO INCPassive
Some overlap · 6 shared positions
$KO$GE$MCD$BAC$IBM$ABT
$243M
133 positions
#16Supplemental Annuity Collective Trust of NJPassive
Some overlap · 8 shared positions
$BAC$GE$KO$MU$AMAT$WFC
$355M
297 positions
#17MUFG SECURITIES AMERICAS INC.Passive
Some overlap · 8 shared positions
$BAC$MU$GE$KO$AMAT$WFC
$1.6B
504 positions
#18National Pension ServiceActive
Some overlap · 8 shared positions
$BAC$KO$MU$GE$AMAT$WFC
$131.7B
562 positions
#19Avanza Fonder ABActive
Some overlap · 7 shared positions
$KO$BAC$MU$UNH$AMAT$AMD
$3.6B
484 positions
#20VUB Generali dochodkova spravcovska spolocnost, a.s.Passive
Some overlap · 5 shared positions
$BAC$KO$UNH$GE$WFC
$127M
91 positions
#21One River Asset Management, LLCPassive
Some overlap · 6 shared positions
$BAC$UNH$GE$WFC$IBM$ABT
$273M
255 positions
#22HARTFORD INVESTMENT MANAGEMENT COActive
Some overlap · 8 shared positions
$BAC$MU$GE$KO$AMAT$AMD
$3.2B
495 positions
#23ONEFUND, LLCPassive
Some overlap · 8 shared positions
$BAC$MU$GE$KO$AMAT$AMD
$155M
507 positions
#24Kentucky Retirement Systems Insurance Trust FundPassive
Some overlap · 8 shared positions
$BAC$MU$GE$KO$AMAT$AMD
$1.5B
492 positions
#25Legal & General Group PlcPassive
Some overlap · 9 shared positions
$MU$BAC$AMAT$KO$AMD$GE
$432.4B
3,362 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.