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Hedge Funds Similar to Westshore Wealth

13F Portfolio OverlapQ2 2026Westshore Wealth portfolio →
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Most similar hedge funds by 13F overlap

Westshore Wealth, LLC is an institutional investor managing $322M across 107 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 Westshore Wealth are Tilson Financial Group, SPIREPOINT PRIVATE CLIENT, MASTERS, with shared positions in $UPS, $PM, $BMY, $MCD, $NOW, $KLAC. The full ranking of 25 similar funds is below.

#1Tilson Financial Group, Inc.Active
Some overlap · 4 shared positions
$UPS$PM$BMY$MCD
$364M
86 positions
#2SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$UPS$NOW$KLAC
$1.2B
332 positions
#3MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPS$NOW$BMY
$3.9B
80 positions
#4Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$UPS$NOW$PM$KLAC$HCA
$207M
82 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$UPS$PM$SBUX$MCD
$233M
122 positions
#6San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$UPS$KLAC$RKLB
$685M
186 positions
#7VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 3 shared positions
$UPS$PM$BMY
$213M
61 positions
#8CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$UPS$MCK$MCD
$3.1B
340 positions
#9OpenArc Corporate Advisory, LLCActive
Some overlap · 3 shared positions
$UPS$HCA$MCD
$8.9B
931 positions
#10Keystone Financial Planning, Inc.Active
Some overlap · 4 shared positions
$UPS$PM$BMY$MCD
$404M
39 positions
#11Fluent Financial, LLCActive
Some overlap · 3 shared positions
$UPS$NOW$MCD
$292M
46 positions
#12Townsend & Associates, IncActive
Some overlap · 4 shared positions
$UPS$HCA$BMY$MCK
$1.2B
111 positions
#13Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$UPS$NOW$SBUX$MCD
$233M
81 positions
#14OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$UPS$PM$BMY
$230M
116 positions
#15ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$UPS$PM$MCD
1 positions
#16Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$UPS$BMY$MCD
$116M
172 positions
#17Gilbert & Cook, Inc.Smart money
Slight overlap · 4 shared positions
$UPS$PM$RKLB$LYV
$869M
229 positions
#18KEATING INVESTMENT COUNSELORS INCSmart money
Slight overlap · 3 shared positions
$UPS$PM$BMY
$382M
60 positions
#19Winning Points Advisors, LLCActive
Slight overlap · 4 shared positions
$UPS$PM$BMY$MCD
$76M
42 positions
#20Avail Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$UPS$BMY$MCK
$136M
205 positions
#21CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Slight overlap · 3 shared positions
$UPS$PM$BMY
$3.3B
229 positions
#22PCB Capital LLCPassive
Slight overlap · 3 shared positions
$UPS$PM$KLAC
$82M
114 positions
#23Ironwood Investment Counsel, LLCPassive
Slight overlap · 3 shared positions
$UPS$NOW$KLAC
$762M
267 positions
#24MJT & Associates Financial Advisory Group, Inc.Active
Slight overlap · 4 shared positions
$UPS$KLAC$BMY$MCD
$155M
437 positions
#25Carlson Capital, L.P.Passive
Slight overlap · 3 shared positions
$UPS$PM$MCD
$494M
74 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.