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 Western Pacific Wealth ,

13F Portfolio OverlapQ1 2026Western Pacific Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Western Pacific Wealth Management, LP is an institutional investor managing $98M across 197 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 Western Pacific Wealth , are Reality Financial Planning Services,, SWAN, Ariston Services Group, with shared positions in $HUM, $KKR, $SCHW, $BRZE, $PLTR, $AMD. The full ranking of 25 similar funds is below.

#1Reality Financial Planning Services, LLCSmart money

Substantial overlap · 4 shared positions

$HUM $KKR $SCHW $BRZE

$104M

20 positions

#2SWAN Capital LLCPassive

Substantial overlap · 6 shared positions

$HUM $KKR $SCHW $PLTR $AMD $MPC

$272M

554 positions

#3Ariston Services GroupActive

Substantial overlap · 3 shared positions

$HUM $KKR $SCHW

$167M

71 positions

#4Juno Financial Group LLCActive

Substantial overlap · 5 shared positions

$HUM $KKR $SCHW $BRZE $PANW

$255M

70 positions

#5Sherman Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$HUM $KKR $AMD

$116M

80 positions

#6Seneca Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$HUM $KKR $BRZE

$341M

64 positions

#7Joel Isaacson & Co., LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $BRZE

$3.0B

455 positions

#8FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $BRZE $C $SCHW

$176M

104 positions

#9Arlington Trust Co LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $BRZE

$1.1B

844 positions

#10Martel Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$587M

73 positions

#11Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$230M

21 positions

#12SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$HUM $KKR $MPC

$212M

66 positions

#13truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $HUM $PLTR

$97M

49 positions

#14ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$HUM $PLTR $BRZE $SCHW $WFC

$753M

159 positions

#15HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$KKR $HUM $PLTR $SCHW $BRZE $AMD

$238M

142 positions

#16Wealth Care LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $PLTR

$113M

67 positions

#17Charter Capital Management, LLC\DESmart money

Notable overlap · 4 shared positions

$KKR $HUM $WFC $AMD

$200M

70 positions

#18Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$HUM $SYY $BRZE $AZO

$333M

88 positions

#19360 Financial, Inc.Active

Notable overlap · 3 shared positions

$HUM $KKR $PLTR

$332M

80 positions

#20Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $CRM $ABNB

$476M

199 positions

#21Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$197M

50 positions

#22FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$HUM $SCHW $BRZE

$264M

25 positions

#23MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MPC

$557M

185 positions

#24RIVER'S EDGE WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$HUM $SCHW $PLTR

$107M

46 positions

#25Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$HUM $CRM $MPC

$2.6B

365 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.