13F Pro

Hedge Funds Similar to West Financial Advisors,

13F Portfolio OverlapQ1 2026West Financial Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

West Financial Advisors, LLC is an institutional investor managing $659M across 224 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 West Financial Advisors, are Frisco Financial Planning, GPWM, Passive ,, with shared positions in $DDOG, $USB, $SCHW, $UNIT, $AFRM, $WT. The full ranking of 25 similar funds is below.

#1Frisco Financial Planning LLCActive
Notable overlap · 3 shared positions
$DDOG$USB$SCHW
$121M
29 positions
#2GPWM LLCSmart money
Notable overlap · 3 shared positions
$DDOG$SCHW$UNIT
$176M
20 positions
#3Passive Capital Management, LLC.
Notable overlap · 5 shared positions
$DDOG$SCHW$AFRM$UNIT$WT
$335M
104 positions
#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$DDOG$USB$SCHW$HUM$BRZE
$350M
95 positions
#5Seneca Financial Advisors LLCActive
Notable overlap · 5 shared positions
$DDOG$HUM$USB$BRZE$AMGN
$341M
64 positions
#6Luminvest Wealth Management LLCActive
Notable overlap · 6 shared positions
$DDOG$USB$BRZE$HUM$SCHW$NSC
$382M
55 positions
#7Hurlow Wealth Management Group, Inc.Active
Notable overlap · 5 shared positions
$USB$DDOG$SCHW$HUM$NSC
$420M
120 positions
#8Topsail Wealth Management, LLCActive
Notable overlap · 5 shared positions
$DDOG$USB$BRZE$HUM$UNIT
$678M
294 positions
#9Vannoy Advisory Group, Inc.Smart money
Notable overlap · 3 shared positions
$DDOG$SCHW$UNIT
$158M
28 positions
#10Lexington Hill Partners, LLCActive
Notable overlap · 3 shared positions
$DDOG$USB$SCHW
$177M
78 positions
#11Gutierrez Wealth Advisory, LLCActive
Notable overlap · 6 shared positions
$DDOG$HUM$BRZE$DOV$AMGN$IBM
$161M
70 positions
#12Mallini Complete Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$DDOG$AFRM$BRZE$HUM
$126M
61 positions
#13MOLLER WEALTH PARTNERSActive
Notable overlap · 4 shared positions
$DDOG$SCHW$USB$WT
$507M
67 positions
#14BAKER BOYER NATIONAL BANKActive
Notable overlap · 4 shared positions
$DDOG$USB$IBM$UNP
$333M
91 positions
#15Heritage Investment Group, Inc.Active
Notable overlap · 6 shared positions
$DDOG$CASY$IBIT$DOV$AMGN$UNP
$661M
123 positions
#16Sunflower Bank, N.A.Active
Notable overlap · 3 shared positions
$DDOG$BRZE$UNP
$392M
155 positions
#17REGIMEN WEALTH, LLCActive
Notable overlap · 4 shared positions
$DDOG$HUM$BRZE$WT
$342M
70 positions
#18Ackerman Capital Advisors, LLCActive
Notable overlap · 5 shared positions
$DDOG$IBIT$UNIT$DOV$UNP
$488M
115 positions
#19Golden Bell Financial Planning LLCActive
Notable overlap · 3 shared positions
$DDOG$USB$DOV
$125M
37 positions
#20ASPIRIANT, LLCActive
Notable overlap · 5 shared positions
$DDOG$HUM$SCHW$UNIT$WT
$3.5B
338 positions
#21NewCorp Financial Services, Inc.Active
Notable overlap · 4 shared positions
$DDOG$HUM$IBIT$WT
$115M
50 positions
#22Xena Financial Planning, LLCActive
Notable overlap · 3 shared positions
$DDOG$AFRM$DOV
$89M
33 positions
#23Envision Financial LLCActive
Notable overlap · 4 shared positions
$DDOG$USB$UNIT$WT
$186M
46 positions
#24Joel Adams & Associates, Inc.Active
Notable overlap · 3 shared positions
$DDOG$AFRM$BRZE
$135M
64 positions
#25RCS Financial Planning, LLCActive
Notable overlap · 3 shared positions
$DDOG$BRZE$UNIT
$193M
98 positions

Compare West Financial Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View West Financial Advisors,’s holdings

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.