Hedge Funds Similar to Adventist Health System/ West

13F Portfolio OverlapQ1 2026Adventist Health System/ West portfolio →

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Most similar hedge funds by 13F overlap

Adventist Health System/ West is an institutional investor managing $564M across 13 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 Adventist Health System/ West are Tide Cove Partners, Forum Private Client Group, WealthCollab,, with shared positions in $DHR, $USB, $COP. The full ranking of 25 similar funds is below.

#1Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$147M

13 positions

#2Forum Private Client Group LLCActive

Some overlap · 3 shared positions

$300M

80 positions

#3WealthCollab, LLCPassive

Some overlap · 3 shared positions

$243M

977 positions

#4FIDUCIARY ADVISORS, INC.Active

Some overlap · 3 shared positions

$133M

121 positions

#5PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$1.4B

283 positions

#6FC Advisory LLCActive

Some overlap · 3 shared positions

$342M

115 positions

#7White Lighthouse Investment Management Inc.Active

Some overlap · 3 shared positions

$721M

145 positions

#8FIRST HAWAIIAN BANKSmart money

Slight overlap · 3 shared positions

$715M

85 positions

#9SIGNAL TREE FINANCIAL PARTNERS LLCActive

Slight overlap · 3 shared positions

$132M

47 positions

#10Saranac Partners LtdPassive

Slight overlap · 3 shared positions

$234M

103 positions

#11Ballast Financial Advisors LLCActive

Slight overlap · 3 shared positions

$98M

68 positions

#12PRINCIPAL SECURITIES, INC.Passive

Slight overlap · 3 shared positions

$6.8B

1,411 positions

#13Glass Jacobson Investment Advisors llcPassive

Slight overlap · 3 shared positions

$290M

607 positions

#14Firestone Capital ManagementPassive

Slight overlap · 3 shared positions

$480M

160 positions

#15Cambridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$295M

168 positions

#16Ballew Advisors, IncActive

Slight overlap · 3 shared positions

$177M

118 positions

#17Life Planning Partners, IncActive

Slight overlap · 3 shared positions

$131M

68 positions

#184WEALTH ADVISORS, INC.Passive

Slight overlap · 3 shared positions

$117M

142 positions

#19Agate Pass Investment Management, LLCPassive

Slight overlap · 3 shared positions

$255M

105 positions

#20NBT BANK N A /NYPassive

Slight overlap · 3 shared positions

$1.5B

1,074 positions

#21LifePlan Financial, LLCPassive

Slight overlap · 3 shared positions

$135M

83 positions

#22Venturi Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$2.2B

602 positions

#23Parallax Volatility Advisers, L.P.Active

Slight overlap · 3 shared positions

$38.6B

1,428 positions

#24Sightline Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$236M

91 positions

#25Benchmark Financial, LLCActive

Slight overlap · 3 shared positions

$111M

52 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.