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Hedge Funds Similar to Westshore Wealth,

13F Portfolio OverlapQ1 2026Westshore Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Westshore Wealth, LLC is an institutional investor managing $285M across 102 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 Westshore Wealth, are TIAA Wealth Investment, TUCKER ASSET, Shira Ridge Wealth, with shared positions in $SE, $NOW, $DDOG, $WFC, $AMAT, $AMRX. The full ranking of 25 similar funds is below.

#1TIAA Wealth Investment Management LLCActive
Some overlap · 5 shared positions
$SE$NOW$DDOG$WFC$AMAT
$13.1B
563 positions
#2TUCKER ASSET MANAGEMENT LLC
Some overlap · 6 shared positions
$AMRX$SHW$MAR$WFC$MCD$BMY
$343M
1,080 positions
#3Shira Ridge Wealth ManagementActive
Some overlap · 5 shared positions
$SE$NOW$MCK$MAR$MCD
$253M
79 positions
#4TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 5 shared positions
$SE$USB$PM$DDOG$MAR
$4.8B
1,649 positions
#5Davis Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$NOW$DDOG
$120M
72 positions
#6Hirtle Callaghan & Co LLCSmart money
Some overlap · 4 shared positions
$SE$USB$DDOG$PM
$2.9B
112 positions
#7TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SE$NOW$SHW$AMAT
$22.8B
54 positions
#8Snider Financial GroupPassive
Some overlap · 5 shared positions
$SE$DDOG$BAC$SHW$PANW
$331M
102 positions
#9MMA ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SE$USB$DDOG$MCD
$284M
179 positions
#10Shakespeare Wealth Management, LLCActive
Some overlap · 5 shared positions
$SE$DDOG$SHW$MAR$WFC
$422M
98 positions
#11Cobblestone Asset Management LLCPassive
Some overlap · 5 shared positions
$SE$PM$BMY$MCK$PANW
$222M
73 positions
#12Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$SE$BAC$PM$MCK
$190M
80 positions
#13Dodds Wealth, LLCSmart money
Some overlap · 4 shared positions
$SE$USB$MAR$HCA
$407M
51 positions
#14KEYSTONE INVESTORS PTE LTD
Some overlap · 4 shared positions
$SE$USB$MCD$PANW
$1.1B
77 positions
#15Bernardo Wealth Planning LLCActive
Some overlap · 4 shared positions
$SE$DDOG$PM$MCD
$511M
129 positions
#16Kinetic Partners Management, LPActive
Some overlap · 4 shared positions
$SE$DDOG$SHW$AMAT
$1.8B
49 positions
#17Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$UPS
$278M
73 positions
#18BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$SE$USB$SHW$NOW
$129M
217 positions
#19Peak Wealth Management LLCActive
Some overlap · 3 shared positions
$SE$DDOG$BAC
$122M
54 positions
#20DDFG, IncActive
Some overlap · 4 shared positions
$SE$PM$NOW$BAC
$464M
86 positions
#21Topel & Distasi Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$USB$NOW
$193M
58 positions
#22rebel Financial LLCPassive
Some overlap · 4 shared positions
$SE$NOW$USB$UPS
$231M
65 positions
#23Brand Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$SE$USB$SHW
$385M
193 positions
#24Fund Evaluation Group, LLCSmart money
Some overlap · 3 shared positions
$SE$NOW$ICFI
$3.3B
73 positions
#25Jordan Park Group LLCSmart money
Some overlap · 6 shared positions
$SE$DDOG$AMAT$BAC$NOW$ICFI
$1.9B
69 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.