Hedge Funds Similar to West Branch

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to West Branch are Stronghold Wealth L.L.C., Hidden Cove Wealth, JPMORGAN CHASE, with shared positions in $MOG-A, $WFC, $PM, $MS, $PLTR. The full ranking of 25 similar funds is below.

#1Stronghold Wealth Management L.L.C.Passive

Slight overlap · 3 shared positions

$MOG-A $WFC $PM

$75M

131 positions

#2Hidden Cove Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$182M

133 positions

#3JPMORGAN CHASE & COPassive

Slight overlap · 3 shared positions

$1.8T

7,720 positions

#4DCM Advisors, LLCActive

Slight overlap · 3 shared positions

$253M

38 positions

#5Evansbrook LLCActive

Slight overlap · 3 shared positions

$168M

127 positions

#6Retirement Planning Co of New England, Inc.Passive

Slight overlap · 3 shared positions

$278M

260 positions

#7PARTNERS WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$102M

108 positions

#8GLOBALT Investments LLC / GAActive

Slight overlap · 3 shared positions

$3.0B

213 positions

#9COTTONWOOD CAPITAL ADVISORS, LLCActive

Slight overlap · 3 shared positions

$166M

88 positions

#10Boston PartnersPassive

Slight overlap · 3 shared positions

$112.6B

802 positions

#11FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive

Slight overlap · 3 shared positions

$8.2B

442 positions

#12LORD, ABBETT & CO. LLCPassive

Slight overlap · 3 shared positions

$34.9B

558 positions

#13Hartford Funds Management Co LLCSmart money

Slight overlap · 3 shared positions

$1.3B

98 positions

#14Oliver Luxxe Assets LLCPassive

Slight overlap · 3 shared positions

$680M

199 positions

#15Wealth Science Advisors LLCActive

Slight overlap · 3 shared positions

$225M

97 positions

#16Severin Investments, LLCPassive

Slight overlap · 3 shared positions

$133M

174 positions

#17VESTOR CAPITAL, LLCActive

Slight overlap · 3 shared positions

$486M

276 positions

#18First Citizens Financial CorpPassive

Slight overlap · 3 shared positions

$239M

139 positions

#19Retirement Systems of AlabamaActive

Slight overlap · 3 shared positions

$33.2B

950 positions

#20Park Edge Advisors, LLCActive

Slight overlap · 3 shared positions

$475M

154 positions

#21XY Planning Network, Inc.Passive

Slight overlap · 3 shared positions

$797M

340 positions

#22TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKYPassive

Slight overlap · 3 shared positions

$14.7B

1,681 positions

#23CONNORS INVESTOR SERVICES INCPassive

Slight overlap · 3 shared positions

$1.2B

153 positions

#24Aft, Forsyth & Sober, LLCActive

Slight overlap · 3 shared positions

$320M

60 positions

#25Cunning Capital Partners, LPActive

Slight overlap · 3 shared positions

$248M

55 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.