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Hedge Funds Similar to Westwood Wealth

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

Westwood Wealth Management is an institutional investor managing $255M across 42 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 Westwood Wealth are IAM Advisory,, Lattice ,, RHL GROUP,, with shared positions in $AGQ, $SHW, $AMD, $PLTR, $PANW, $ARM. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive
Notable overlap · 5 shared positions
$AGQ$SHW$AMD$PLTR$PANW
$446M
95 positions
#2Lattice Capital Management, LLCActive
Notable overlap · 4 shared positions
$AGQ$PLTR$AMD$ARM
$57M
18 positions
#3RHL GROUP, LLCActive
Notable overlap · 4 shared positions
$AGQ$PLTR$SHW$UNP
$117M
240 positions
#4Genesis Financial Group, LLCPassive
Notable overlap · 3 shared positions
$AGQ$PLTR$UBER
$158M
103 positions
#5Prosperity Financial Group, Inc.Passive
Notable overlap · 4 shared positions
$AGQ$PLTR$AMD$UBER
$271M
186 positions
#6Valtrion Capital Management, LLCActive
Notable overlap · 7 shared positions
$AGQ$PANW$SHW$UBER$PLTR$DIS
$106M
93 positions
#7Connective Capital Management, LLCPassive
Notable overlap · 4 shared positions
$AGQ$ARM$PANW$PLTR
$121M
66 positions
#8Runnymede Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$AGQ$SHW$PANW$AMD
$116M
75 positions
#9AXS Investments LLCActive
Some overlap · 6 shared positions
$AGQ$PLTR$PANW$UBER$AMD$NOW
$248M
189 positions
#10Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$PLTR$SHW$NOW
$371M
76 positions
#11Prosperity Wealth Management, Inc.
Some overlap · 4 shared positions
$AGQ$PLTR$UBER$SHW
$300M
251 positions
#12Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$PLTR$AGQ$ARM$AMD
$239M
46 positions
#13Variant Private Wealth, LLCActive
Some overlap · 3 shared positions
$AGQ$AMD$PLTR
$83M
38 positions
#14REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$AGQ$SHW$UBER$UNP$ET
$697M
218 positions
#15Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$PLTR$SHW$AMD$UBER$ARM
$608M
1,182 positions
#16TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 3 shared positions
$AGQ$SHW$UNP
$911M
918 positions
#17Joseph P. Lucia & Associates, LLCPassive
Some overlap · 4 shared positions
$AGQ$SHW$UBER$ET
$280M
169 positions
#18Arta Finance Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGQ$PLTR$AMD
$202M
95 positions
#19Dale Q Rice Investment Management LtdActive
Some overlap · 4 shared positions
$AGQ$PLTR$PANW$SHW
$132M
68 positions
#20Aft, Forsyth & Sober, LLCActive
Some overlap · 5 shared positions
$PLTR$SHW$PANW$AMD$NOW
$328M
62 positions
#21Generation Capital Management LLCPassive
Some overlap · 3 shared positions
$AGQ$UBER$UNP
$137M
74 positions
#22Clearstead Trust, LLCPassive
Some overlap · 3 shared positions
$AGQ$PANW$AMD
$613M
981 positions
#23Avant Capital LLCPassive
Some overlap · 3 shared positions
$AGQ$PLTR$UBER
$142M
76 positions
#24Plotkin Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AGQ$SHW$PANW
$199M
100 positions
#25FAGAN ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$PLTR$AGQ$AMD$UBER
$719M
135 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.