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Hedge Funds Similar to Manhattan West Asset ,

13F Portfolio OverlapQ1 2026Manhattan West Asset , portfolio →
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Most similar hedge funds by 13F overlap

Manhattan West Asset Management, LLC is an institutional investor managing $511M across 149 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 Manhattan West Asset , are Altrius, Investment Research & Advisory Group,, Warther Private Wealth,, with shared positions in $UBER, $C, $GD, $PM, $SNY, $PFE. The full ranking of 25 similar funds is below.

#1Altrius Capital Management IncPassive
Some overlap · 6 shared positions
$UBER$C$GD$PM$SNY$PFE
$503M
87 positions
#2Investment Research & Advisory Group, Inc.Active
Some overlap · 6 shared positions
$ASML$UBER$GD$PM$SCHW$IQV
$286M
279 positions
#3Warther Private Wealth, LLCPassive
Some overlap · 5 shared positions
$ASML$UBER$FTNT$SCHW$UNH
$427M
40 positions
#4WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$ASML$LIN$PM$CP$AJG
$43.8B
263 positions
#5JOHNSTON ASSET MANAGEMENT CORPActive
Some overlap · 5 shared positions
$ASML$UBER$C$SCHW$IQV
$2.1B
73 positions
#6Fulcrum Capital LLCActive
Some overlap · 5 shared positions
$UBER$DHI$LIN$FTNT$UNH
$461M
101 positions
#7CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 5 shared positions
$UBER$ASML$PM$CP$SCHW
$309M
91 positions
#8Trajan Wealth LLCActive
Some overlap · 7 shared positions
$UBER$PM$GD$UNH$SCHW$IQV
$2.5B
150 positions
#9Thomasville National Bank
Some overlap · 4 shared positions
$ASML$GD$PM$AJG
$1.6B
235 positions
#10NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 4 shared positions
$ASML$UBER$UNH$AJG
$561M
76 positions
#11THOMAS STORY & SON LLCPassive
Some overlap · 4 shared positions
$ASML$GD$LDOS$LIN
$261M
51 positions
#12FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$ASML$DHI$LIN$SCHW
$102M
56 positions
#13ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$C$GD$PM$SNY$SCHW
$1.4B
261 positions
#14HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$UBER$C$PM$PFE
$480M
130 positions
#15Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$ASML$C$UBER
$474M
87 positions
#16TCTC Holdings, LLCActive
Some overlap · 5 shared positions
$UBER$LIN$PM$PFE$UNH
$3.5B
220 positions
#17United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$ASML$C$PM$SCHW$WT
$1.3B
257 positions
#18Watchman Group, Inc.Active
Some overlap · 4 shared positions
$UBER$GD$DHI$WT
$413M
73 positions
#19Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$UBER$GD$DHI$UNH$AJG
$1.9B
118 positions
#20SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ASML$GD$UBER$C$CP
$229M
137 positions
#21DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ASML$UBER$SNOW
$158M
39 positions
#22Red Spruce Capital, LLCPassive
Some overlap · 4 shared positions
$ASML$LIN$SNOW$SCHW
$244M
94 positions
#23Asio Capital, LLCActive
Some overlap · 4 shared positions
$C$UBER$ASML$UNH
$712M
110 positions
#24Westbourne Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$UBER$C$PM$SCHW
$343M
115 positions
#25Ted Buchan & CoPassive
Some overlap · 6 shared positions
$ASML$SCHW$PFE$UBER$UNH$WT
$275M
88 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.