13F Pro

Hedge Funds Similar to West Wealth Group,

13F Portfolio OverlapQ1 2026West Wealth Group, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

West Wealth Group, LLC is an institutional investor managing $506M across 130 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 Wealth Group, are Cobblestone Asset, STONEHAVEN WEALTH & TAX SOLUTIONS,, EHRLICH FINANCIAL GROUP, with shared positions in $GMM, $SOLV, $SE, $IAU, $LRCX, $MS. The full ranking of 25 similar funds is below.

#1Cobblestone Asset Management LLCPassive
Notable overlap · 4 shared positions
$GMM$SOLV$SE$IAU
$222M
73 positions
#2STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Notable overlap · 4 shared positions
$GMM$SOLV$SE$LRCX
$113M
82 positions
#3EHRLICH FINANCIAL GROUPPassive
Notable overlap · 4 shared positions
$GMM$SOLV$IAU$MS
$174M
112 positions
#4Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$GMM$SE$SOLV$IAU$MS
$238M
108 positions
#5Midwest Capital Advisors, LLCActive
Some overlap · 5 shared positions
$GMM$SE$IAU$AMD$LRCX
$214M
199 positions
#6KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GMM$SOLV$MS
$743M
262 positions
#7BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$GMM$SE$AMN
$900M
124 positions
#8KELLY FINANCIAL GROUP LLCActive
Some overlap · 4 shared positions
$SOLV$LUV$SE$MCD
$398M
100 positions
#9LOCKERMAN FINANCIAL GROUP, INC.Passive
Some overlap · 3 shared positions
$GMM$SOLV$SE
$56M
87 positions
#10CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$GMM$SE$MCD
$971M
146 positions
#11MA Private WealthActive
Some overlap · 4 shared positions
$GMM$IAU$SE$AMD
$591M
86 positions
#12Delos Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SOLV$LUV$MS$MCD
$175M
260 positions
#13ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$GMM$SE$IAU$MS
$324M
72 positions
#14Savvy Advisors, Inc.Passive
Some overlap · 4 shared positions
$SOLV$GMM$IAU$AMN
$3.7B
1,141 positions
#155T Wealth, LLCPassive
Some overlap · 4 shared positions
$LUV$SE$IAU$SOLV
$253M
129 positions
#16Chaney Capital Management, Inc.Smart money
Some overlap · 4 shared positions
$GMM$BA$ROST$AMD
$284M
41 positions
#17Madson Wealth Advisors IncPassive
Some overlap · 5 shared positions
$SOLV$SE$IAU$MS$ROST
$120M
84 positions
#18Brio Consultants, LLCActive
Some overlap · 3 shared positions
$GMM$MS$LRCX
$818M
152 positions
#19Hobart Private Capital, LLCPassive
Some overlap · 3 shared positions
$GMM$AMD$LRCX
$509M
132 positions
#20ST GERMAIN D J CO INCPassive
Some overlap · 3 shared positions
$SOLV$GMM$SE
$2.5B
901 positions
#21Zinnia Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$GMM$AMD$MCD
$89M
96 positions
#22McNamara Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$GMM$MS$LRCX
$528M
99 positions
#23JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$IAU$MCD
$1.2B
819 positions
#24Collier FinancialSmart money
Some overlap · 4 shared positions
$GMM$SE$AMD$MCD
$131M
136 positions
#25Arrowroot Family Office, LLCPassive
Some overlap · 3 shared positions
$SOLV$SE$IAU
$275M
140 positions

Compare West Wealth Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View West Wealth Group,’s holdings

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.