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Hedge Funds Similar to WestHill Financial Advisors,

13F Portfolio OverlapQ1 2026WestHill Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

WestHill Financial Advisors, Inc. is an institutional investor managing $523M across 76 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 WestHill Financial Advisors, are Archvest Wealth Advisors,, FLOSSBACH VON STORCH SE, Birch ,, with shared positions in $SCHW, $MRSH, $GEV, $ACN, $DHR, $TMO. The full ranking of 25 similar funds is below.

#1Archvest Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$SCHW$MRSH$GEV
$155M
74 positions
#2FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$SCHW$ACN$DHR$TMO
$21.4B
109 positions
#3Birch Capital Management, LLCActive
Some overlap · 3 shared positions
$SCHW$ACN$UPS
$191M
78 positions
#4Harrington Investments, INCPassive
Some overlap · 3 shared positions
$SCHW$MRSH$TMO
$190M
84 positions
#5Ariston Services GroupActive
Some overlap · 4 shared positions
$SCHW$PH$KKR$TMO
$167M
71 positions
#6Allen Investment Management, LLCActive
Some overlap · 4 shared positions
$SCHW$DHR$GEV$KKR
$8.1B
221 positions
#7OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SCHW$MRSH$DHR$TMO
$1.9B
197 positions
#8Artisan Partners Limited PartnershipActive
Some overlap · 3 shared positions
$SCHW$MRSH$GEV
$62.3B
334 positions
#9PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$SCHW$ACN$TMO
$4.8B
22 positions
#10Live Oak Private Wealth LLCPassive
Some overlap · 3 shared positions
$SCHW$UPS$DHR
$717M
207 positions
#11Investment Planning Advisors, Inc.Active
Some overlap · 3 shared positions
$SCHW$UPS$KKR
$363M
107 positions
#12B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 3 shared positions
$SCHW$PH$KKR
$690M
115 positions
#13Tide Cove Capital Partners LLCSmart money
Some overlap · 3 shared positions
$SCHW$DHR$KKR
$147M
13 positions
#14Infinity Wealth Counsel, LLCPassive
Some overlap · 3 shared positions
$SCHW$DHR$KKR
$109M
63 positions
#15SWAN Capital LLCPassive
Some overlap · 3 shared positions
$SCHW$GEV$KKR
$272M
554 positions
#16MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$SCHW$GEV$KKR
$507M
67 positions
#17Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$SCHW$KKR$TMO
$142M
69 positions
#18Gray Private Wealth, LLCSmart money
Some overlap · 3 shared positions
$SCHW$KKR$TMO
$199M
50 positions
#19SAGE FINANCIAL GROUP INCSmart money
Some overlap · 3 shared positions
$SCHW$DHR$KKR
$1.5B
107 positions
#20Warther Private Wealth, LLCPassive
Some overlap · 3 shared positions
$SCHW$MRSH$VST
$427M
40 positions
#21Rodgers & Associates, LTDActive
Slight overlap · 3 shared positions
$SCHW$PH$KKR
$982M
101 positions
#22Strategic Wealth Investment Group, LLCPassive
Slight overlap · 4 shared positions
$SCHW$MRSH$DHR$TMO
$788M
94 positions
#23GENERATION INVESTMENT MANAGEMENT LLPSmart money
Slight overlap · 4 shared positions
$SCHW$ACN$DHR$TMO
$11.2B
29 positions
#24Longaeva Partners L.P.Passive
Slight overlap · 3 shared positions
$SCHW$NRIX$KKR
$2.7B
204 positions
#25Lafayette Investments, Inc.Active
Slight overlap · 4 shared positions
$SCHW$MRSH$ACN$PH
$494M
158 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.