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Hedge Funds Similar to Wescott Financial Advisory Group

13F Portfolio OverlapQ2 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 $1.3B across 200 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 Wescott Financial Advisory Group are Aristotle Atlantic Partners, Affiance Financial, OLIO Financial Planning, with shared positions in $NSC, $CB, $MAR, $AME, $TT, $MUFG. The full ranking of 25 similar funds is below.

#1Aristotle Atlantic Partners, LLCActive
Some overlap · 5 shared positions
$NSC$CB$MAR$AME$TT
$2.4B
117 positions
#2Affiance Financial, LLCSmart money
Some overlap · 4 shared positions
$MUFG$NU$MMM$MAR
$695M
111 positions
#3OLIO Financial PlanningSmart money
Some overlap · 3 shared positions
$NSC$MUFG$CSL
$403M
68 positions
#4Tufton Capital ManagementPassive
Some overlap · 3 shared positions
$NSC$CB$MMM
$596M
127 positions
#5BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$NSC$CB$HSY
$2.5B
270 positions
#6Empire Financial Management Company, LLCPassive
Some overlap · 3 shared positions
$NSC$CB$HSY
$253M
139 positions
#7White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$NU$MUFG$MAR$IAU
$802M
151 positions
#8OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 3 shared positions
$NSC$CB$MAR
$329M
323 positions
#9KANAWHA CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$NSC$CB$MMM
$1.5B
228 positions
#10AIGEN INVESTMENT MANAGEMENT, LPPassive
Slight overlap · 4 shared positions
$CB$MMM$MAR$TT
$366M
517 positions
#11LOWE BROCKENBROUGH & CO INCActive
Slight overlap · 3 shared positions
$NSC$CB$TT
$2.2B
341 positions
#12Partnership Wealth Management, LLCActive
Slight overlap · 4 shared positions
$NSC$COR$TT$DIS
$148M
67 positions
#13MOLLER WEALTH PARTNERSActive
Slight overlap · 3 shared positions
$MUFG$NU$MMM
$553M
75 positions
#14Midwest Financial Partners Investments, Inc.Active
Slight overlap · 3 shared positions
$MUFG$MMM$AME
$241M
80 positions
#15MQS Management LLCPassive
Slight overlap · 4 shared positions
$MAR$MMM$CSL$CB
$82M
253 positions
#16TIAA TRUST, NATIONAL ASSOCIATIONActive
Slight overlap · 3 shared positions
$MUFG$NU$IAU
$1.7B
347 positions
#17TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCActive
Slight overlap · 3 shared positions
$MUFG$NU$IAU
$29.1B
751 positions
#18Birchwood Financial Partners, Inc.Passive
Slight overlap · 3 shared positions
$MUFG$MMM$IAU
$122M
352 positions
#19LIFELONG WEALTH ADVISORS, INC.Smart money
Slight overlap · 3 shared positions
$MUFG$MMM$IAU
$426M
99 positions
#20Equita Financial Network, Inc.Active
Slight overlap · 3 shared positions
$MUFG$NU$DIS
$360M
95 positions
#21PENOBSCOT WEALTH MANAGEMENTActive
Slight overlap · 3 shared positions
$MUFG$MMM$IAU
$374M
117 positions
#22NEW VERNON INVESTMENT MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$CB$NU$MAR
$82M
37 positions
#23Blue Edge Capital, LLCActive
Slight overlap · 4 shared positions
$MUFG$MMM$NSC$DIS
$833M
137 positions
#24INKWELL CAPITAL LLCActive
Slight overlap · 3 shared positions
$NSC$HSY$DIS
$96M
31 positions
#25River Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$CB$CSL$COR$TT
$956M
217 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.