What hedge funds are most similar to WEST MICHIGAN ADVISORS, LLC?

The funds with the most similar 13F portfolios to WEST MICHIGAN ADVISORS, LLC are Carolina Wealth Advisors,, WINNOW WEALTH, Thrive ,, based on overlapping conviction holdings in the latest SEC filings.

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 WEST MICHIGAN ADVISORS,

13F Portfolio OverlapQ1 2026WEST MICHIGAN ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

WEST MICHIGAN ADVISORS, LLC is an institutional investor managing $455M across 298 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 WEST MICHIGAN ADVISORS, are Carolina Wealth Advisors,, WINNOW WEALTH, Thrive ,, with shared positions in $CCZ, $GILD, $BMY, $MO, $ITW, $HAS. The full ranking of 25 similar funds is below.

#1Carolina Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$CCZ $GILD $BMY $MO $ITW $HAS

$240M

278 positions

#2WINNOW WEALTH LLCPassive

Some overlap · 6 shared positions

$EOG $CCZ $GILD $MO $ITW $VZ

$130M

123 positions

#3Thrive Capital Management, LLCPassive

Some overlap · 6 shared positions

$EOG $GILD $CCZ $MO $ITW $VZ

$456M

169 positions

#4Wakefield Asset Management LLLPPassive

Some overlap · 6 shared positions

$NEM $GILD $HAS $MPC $FTI $BMY

$377M

211 positions

#5MEYER HANDELMAN COActive

Some overlap · 6 shared positions

$GILD $ITW $ETN $MPC $VZ $BMY

$3.2B

220 positions

#6Donoghue Forlines LLCPassive

Some overlap · 6 shared positions

$CCZ $BMY $GILD $FTI $VZ $ADI

$361M

118 positions

#7Altrius Capital Management IncPassive

Some overlap · 5 shared positions

$GNTX $GILD $MO $ETN $VZ

$503M

87 positions

#8Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$EOG $CCZ $GILD $ITW $MPC

$105M

62 positions

#9FOUNDATION RESOURCE MANAGEMENT INCActive

Some overlap · 5 shared positions

$NEM $CCZ $GILD $BMY $VZ

$889M

55 positions

#10Kerusso Capital Management LLCPassive

Some overlap · 5 shared positions

$EOG $AXP $GILD $BMY $VZ

$200M

53 positions

#11Smith Group Asset Management, LLCActive

Some overlap · 5 shared positions

$HBAN $AXP $HAS $MPC $ADI

$2.0B

162 positions

#12FCF Advisors LLCPassive

Some overlap · 5 shared positions

$GILD $BMY $MO $HAS $FTI

$444M

52 positions

#13Principal Street Partners, LLCPassive

Some overlap · 5 shared positions

$CCZ $GILD $BMY $MO $VZ

$613M

247 positions

#14ARS Investment Partners, LLCActive

Some overlap · 5 shared positions

$NEM $BMY $ETN $MPC $CRM

$1.9B

182 positions

#15Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$EOG $CCZ $HBAN $MO $VZ

$139M

62 positions

#16CFC Planning Co LLCPassive

Some overlap · 5 shared positions

$EOG $AXP $MO $VZ $CRM

$140M

72 positions

#17CONNING INC.Passive

Some overlap · 5 shared positions

$EOG $GILD $BMY $VZ $ADI

$3.0B

311 positions

#18Nan Shan Life Insurance Co., Ltd.Active

Some overlap · 5 shared positions

$NEM $BMY $ETN $VZ $CRM

$2.8B

87 positions

#19WRIGHT INVESTORS SERVICE INCPassive

Some overlap · 5 shared positions

$AXP $GILD $BMY $CCZ $CRM

$318M

148 positions

#20Distillate Capital Partners LLCPassive

Some overlap · 5 shared positions

$CCZ $MO $MPC $FTI $CRM

$1.9B

118 positions

#21Comprehensive Financial Consultants Institutional, Inc.Passive

Some overlap · 5 shared positions

$CCZ $ETN $MPC $VZ $ADI

$337M

193 positions

#22CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$GILD $BMY $CCZ $VZ $CRM

$98M

117 positions

#23SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive

Some overlap · 4 shared positions

$GNTX $AXP $ALLE $VZ

$788M

47 positions

#24United Super Pty Ltd in its capacity as Trustee for the ConsActive

Some overlap · 5 shared positions

$BMY $CCZ $GILD $VZ $CRM

$5.3B

185 positions

#25CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Some overlap · 5 shared positions

$NEM $GILD $MO $VZ $BMY

$182M

106 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.