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Hedge Funds Similar to West Wealth Group

13F Portfolio OverlapQ2 2026West Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

West Wealth Group, LLC is an institutional investor managing $611M across 143 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 West Wealth Group are Lifeworks Advisors, Sage Investment Advisers, Tennessee Valley Asset Partners, with shared positions in $IAU, $STX, $DELL, $QCOM, $BA, $MCD. The full ranking of 25 similar funds is below.

#1Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$STX$DELL$QCOM
$955M
337 positions
#2Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$BA$MCD$CSX
$149M
98 positions
#3Tennessee Valley Asset Management PartnersActive
Some overlap · 4 shared positions
$IAU$STX$DELL$BA
$907M
207 positions
#4American State Bank (Iowa)Passive
Some overlap · 5 shared positions
$STX$BA$DELL$PLD$MCD
$247M
139 positions
#5ARRIEN INVESTMENTS, INC.Active
Some overlap · 3 shared positions
$IAU$BA$MCD
$198M
44 positions
#6Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$BA$MCD
$1.2B
265 positions
#7PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$IAU$STX$DELL
$462M
86 positions
#8Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$IAU$BA$MCD$QCOM
$212M
171 positions
#9CADINHA & CO LLCActive
Some overlap · 3 shared positions
$IAU$BA$MCD
$675M
107 positions
#10WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$IAU$BA$DIS
$176M
187 positions
#11SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$IAU$STX$DELL
$973M
379 positions
#12JB Capital LLCActive
Some overlap · 5 shared positions
$IAU$DELL$PLD$DIS$QCOM
$2.9B
280 positions
#13Forza Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$STX$MCD
$326M
194 positions
#14Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$IAU$PLD$DIS$QCOM
$187M
75 positions
#15FDx Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$STX$SPCX
$332M
179 positions
#16Bellwether Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$STX$DELL
$675M
167 positions
#17FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 4 shared positions
$IAU$ROK$MCD$SPCX
$697M
211 positions
#18Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$BA$IAU$SPCX$QCOM
$508M
137 positions
#19MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$DELL$MCD
$130M
80 positions
#20JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$DIS
$632M
142 positions
#21Ariston Services GroupActive
Some overlap · 4 shared positions
$IAU$BA$SPCX$QCOM
$181M
70 positions
#22JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$IAU$DIS$MCD$QCOM
$1.3B
830 positions
#23Financial Alternatives, IncActive
Some overlap · 3 shared positions
$IAU$SRE$QCOM
$203M
84 positions
#24SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$IAU$SRE$QCOM
$216M
78 positions
#25Mission Financial Group, LLCPassive
Some overlap · 4 shared positions
$IAU$STX$BA$RKLB
$121M
158 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.