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 Western Wealth ,

13F Portfolio OverlapQ1 2026Western Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Western Wealth Management, LLC is an institutional investor managing $2.7B across 2,691 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 Western Wealth , are truNorth Financial Services,, LAUREL OAK WEALTH ,, Collaborative Wealth Managment, with shared positions in $WT, $HUM, $MS, $KKR, $PLTR, $MAR. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$WT $HUM $MS $KKR $PLTR

$97M

49 positions

#2LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$WT $HUM $MAR $KKR $GRWG $PLTR

$595M

360 positions

#3Collaborative Wealth Managment Inc.Passive

Some overlap · 6 shared positions

$WT $HUM $FCFS $KKR $MAR $MS

$218M

162 positions

#4Meridian Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MS $KKR

$183M

141 positions

#5UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MS $KKR

$502M

293 positions

#6FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$WT $MS $MAR $KKR $HUM

$233M

350 positions

#7Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 4 shared positions

$WT $HUM $MS $KKR

$589M

590 positions

#8Beacon Financial Advisory LLCPassive

Some overlap · 5 shared positions

$WT $HUM $MS $MAR $KKR

$443M

402 positions

#9Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MS $KKR

$90M

65 positions

#10Cascade Financial Partners, LLCActive

Some overlap · 4 shared positions

$WT $HUM $MS $KKR

$970M

263 positions

#11Darrow Company, Inc.Active

Some overlap · 4 shared positions

$WT $HUM $MAR $KKR

$222M

56 positions

#12Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$WT $HUM $MS $KKR $PLTR

$365M

111 positions

#13Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$WT $MAR $MS $KKR $PLTR

$144M

387 positions

#14Main Street Financial Solutions, LLC

Some overlap · 4 shared positions

$WT $HUM $MAR $PLTR

$1.3B

560 positions

#15Talisman Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$WT $HUM $MS $KKR $MAR

$124M

101 positions

#16Gladstone Institutional Advisory LLCPassive

Some overlap · 5 shared positions

$WT $HUM $MS $MAR $PLTR

$2.7B

829 positions

#17Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $MS $MAR $KKR

$175M

152 positions

#18Centerpoint Advisory GroupPassive

Some overlap · 3 shared positions

$WT $HUM $MS

$133M

108 positions

#19Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$WT $HUM $MS

$405M

298 positions

#20Avant Capital LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MS $PLTR

$142M

76 positions

#21Retirement Planning Group, LLCActive

Some overlap · 4 shared positions

$WT $HUM $MAR $MS

$3.2B

481 positions

#22Glen Eagle Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $MS $HUM $KKR

$714M

1,021 positions

#23Beckerman Institutional, LLCPassive

Some overlap · 4 shared positions

$WT $MS $HUM $MAR

$188M

121 positions

#24Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$WT $HUM $KKR $PLTR

$930M

373 positions

#25Eagle Strategies LLCPassive

Some overlap · 4 shared positions

$WT $MS $HUM $KKR

$837M

258 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.