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 Financial /CA

13F Portfolio OverlapQ1 2026Western Financial /CA portfolio →

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Most similar hedge funds by 13F overlap

Western Financial Corp/CA is an institutional investor managing $255M across 127 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 Financial /CA are Value Aligned Research Advisors,, Anther Ltd, ENTERPRISE FINANCIAL SERVICES, with shared positions in $INTC, $STX, $AMAT, $LRCX, $MU, $ASML. The full ranking of 25 similar funds is below.

#1Value Aligned Research Advisors, LLCActive

Notable overlap · 10 shared positions

$INTC $STX $AMAT $LRCX $MU $ASML

$20.7B

107 positions

#2Anther Capital LtdActive

Notable overlap · 8 shared positions

$INTC $LRCX $STX $AMAT $MU $ASML

$3.8B

31 positions

#3ENTERPRISE FINANCIAL SERVICES CORPPassive

Notable overlap · 3 shared positions

$EFSC $AMAT $MU

$197M

167 positions

#4Markin Volterra Fund LPActive

Notable overlap · 10 shared positions

$LRCX $STX $AMAT $MU $ASML $GEV

$65M

34 positions

#5CONSOLIDATED CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$INTC $GE $LRCX $MMM $LMT $ASML

$310M

74 positions

#6Gunderson Capital Management Inc.Passive

Notable overlap · 9 shared positions

$GE $STX $AMAT $ADI $MU $ASML

$239M

46 positions

#7Alight Capital Management LPPassive

Notable overlap · 8 shared positions

$INTC $LRCX $AMAT $STX $ASML $WDC

$417M

64 positions

#8Crew Capital Management, Ltd.Passive

Notable overlap · 11 shared positions

$AMAT $INTC $ADI $MU $ASML $GE

$151M

109 positions

#9Cartenna Capital, LPPassive

Notable overlap · 7 shared positions

$GE $LRCX $GM $LMT $ADI $ASML

$2.7B

47 positions

#10Harbor Island Capital LLCActive

Notable overlap · 6 shared positions

$WFC $INTC $LRCX $AMAT $WBD $KLAC

$269M

16 positions

#11Optimize Financial IncPassive

Notable overlap · 9 shared positions

$STX $LRCX $AMAT $ADI $MU $WDC

$203M

297 positions

#12Tenere Capital LLCActive

Notable overlap · 6 shared positions

$INTC $GE $AMAT $ADI $ASML $GEV

$136M

22 positions

#13Winslow Capital Management, LLCActive

Notable overlap · 10 shared positions

$GE $ADI $ASML $GEV $AMD $MU

$25.6B

60 positions

#14KKM Financial LLCPassive

Notable overlap · 8 shared positions

$LRCX $INTC $AMAT $MMM $MU $ASML

$563M

168 positions

#15Consilium Wealth Advisory, LLCActive

Notable overlap · 8 shared positions

$WFC $GE $AMAT $MU $GEV $LRCX

$293M

102 positions

#16Rafferty Asset Management, LLCActive

Notable overlap · 8 shared positions

$INTC $AMAT $LRCX $ADI $MU $ASML

$24.6B

1,057 positions

#17Axecap Investments, LLCPassive

Notable overlap · 8 shared positions

$__PARK_1390777 $LRCX $AMAT $ADI $MU $AMD

$145M

69 positions

#18Polar Capital Holdings PlcActive

Notable overlap · 8 shared positions

$LRCX $STX $INTC $MU $GEV $WDC

$28.2B

242 positions

#19KP Management LLCPassive

Notable overlap · 9 shared positions

$INTC $GE $STX $ASML $GEV $ORLY

$409M

83 positions

#20Telligent Fund, LPActive

Notable overlap · 7 shared positions

$INTC $GE $MU $GEV $AMD $KLAC

$94M

24 positions

#21Avanda Investment Management Pte. Ltd.Active

Notable overlap · 8 shared positions

$LRCX $AMAT $INTC $MU $SE $ASML

$63M

24 positions

#22Tairen Capital LtdActive

Notable overlap · 6 shared positions

$INTC $LRCX $AMAT $MU $ASML $AMD

$924M

44 positions

#23Benchmark Investment Advisors LLCPassive

Notable overlap · 9 shared positions

$LRCX $AMAT $MU $ASML $GE $KLAC

$172M

76 positions

#24Genus Capital Management Inc.Passive

Notable overlap · 9 shared positions

$__PARK_1390777 $ADI $LRCX $SE $GEV $STX

$873M

189 positions

#25Karani Asset Management LLCPassive

Notable overlap · 8 shared positions

$LRCX $AMAT $ADI $GE $ASML $AMD

$122M

54 positions

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View Western Financial /CA’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.