How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Wescott Financial Advisory Group,

13F Portfolio OverlapQ1 2026Wescott Financial Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Wescott Financial Advisory Group, LLC is an institutional investor managing $1.1B across 193 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 Wescott Financial Advisory Group, are Generali Powszechne Towarzystwo Emerytalne, Sterling Financial Planning,, Pillar Financial Advisors,, with shared positions in $SNOW, $COP, $NKE, $DHR, $NOW, $NSC. The full ranking of 25 similar funds is below.

#1Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 5 shared positions

$SNOW $COP $NKE $DHR $NOW

$566M

28 positions

#2Sterling Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$SNOW $NKE $COP $NSC $SE $MMM

$337M

117 positions

#3Pillar Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $NKE $COP $BRZE $IAU

$171M

106 positions

#4Tillman Hartley LLCActive

Notable overlap · 7 shared positions

$SNOW $NKE $COP $UPST $BRZE $MMM

$398M

88 positions

#5Altiora Financial Group, LLCActive

Notable overlap · 8 shared positions

$SNOW $NKE $BRZE $NSC $UPST $SE

$607M

110 positions

#6Mustard Seed Financial, LLCPassive

Notable overlap · 5 shared positions

$SNOW $COP $NKE $BRZE $MAR

$167M

92 positions

#7Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $NKE $SE

$184M

157 positions

#8Pacific Park Financial, Inc.Active

Some overlap · 7 shared positions

$SNOW $COP $BRZE $DHR $UPST $MAR

$153M

73 positions

#9Clarity Capital Advisors, LLCActive

Some overlap · 6 shared positions

$SNOW $COP $NKE $BRZE $UPST $MAR

$215M

95 positions

#10Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 6 shared positions

$SNOW $NKE $BRZE $NSC $UPST $SE

$111M

63 positions

#11Verus Financial Partners, Inc.Smart money

Some overlap · 7 shared positions

$SNOW $NKE $BRZE $DHR $UPST $IAU

$1.1B

121 positions

#12Opus Financial Solutions LLCPassive

Some overlap · 6 shared positions

$SNOW $NKE $BRZE $COP $UPST $IAU

$106M

103 positions

#13Efficient Advisors, LLCActive

Some overlap · 5 shared positions

$SNOW $COP $BRZE $UPST $SE

$1.4B

58 positions

#14CHRISTINE MESSMER PCActive

Some overlap · 5 shared positions

$SNOW $COP $BRZE $MAR $HSY

$156M

80 positions

#15Sagace Wealth Management LLCPassive

Some overlap · 5 shared positions

$SNOW $COP $BRZE $MMM $IAU

$149M

70 positions

#16Towneley Capital Management, Inc / DESmart money

Some overlap · 6 shared positions

$SNOW $COP $BRZE $UPST $IAU $NKE

$478M

42 positions

#17Milestone Investment Advisors LLCActive

Some overlap · 5 shared positions

$SNOW $COP $BRZE $NOW $NU

$414M

139 positions

#18Fonville Wealth Management LLCPassive

Some overlap · 6 shared positions

$SNOW $NKE $BRZE $SE $MAR $IAU

$525M

138 positions

#19BARINGS LLCActive

Some overlap · 5 shared positions

$SNOW $COP $MAR $SE $NU

$6.2B

179 positions

#20Beacon Capital Management, Inc.Active

Some overlap · 5 shared positions

$SNOW $COP $UPST $MAR $HSY

$1.8B

57 positions

#21Savant Capital, LLCActive

Some overlap · 5 shared positions

$SNOW $NKE $BRZE $DHR $SE

$20.7B

1,500 positions

#22Glass Jacobson Investment Advisors llcPassive

Some overlap · 7 shared positions

$NKE $COP $SNOW $BRZE $DHR $UPST

$290M

607 positions

#23McCarthy Asset Management, Inc.

Some overlap · 3 shared positions

$SNOW $COP $BRZE

$192M

27 positions

#24North Forty Two & Co.Passive

Some overlap · 5 shared positions

$SNOW $COP $MAR $HSY $IAU

$108M

97 positions

#25Asset Advisory Group, Inc.Passive

Some overlap · 3 shared positions

$SNOW $COP $BRZE

$199M

116 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.