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 PACES ADVISORS

13F Portfolio OverlapQ1 2026WEST PACES ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

WEST PACES ADVISORS INC. is an institutional investor managing $516M 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 WEST PACES ADVISORS are INVESTMENT ADVISORY SERVICES /TX /ADV, HANOVER ADVISORS, SWAN, with shared positions in $HUM, $KO, $MCD, $BAC, $EPAM, $MDY. The full ranking of 25 similar funds is below.

#1INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 4 shared positions

$HUM $KO $MCD $BAC

$314M

130 positions

#2HANOVER ADVISORS INCActive

Notable overlap · 5 shared positions

$HUM $EPAM $KO $MDY $BAC

$246M

118 positions

#3SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $SO $MCD

$272M

554 positions

#4Goepper Burkhardt LLCActive

Notable overlap · 3 shared positions

$HUM $KO $NEE

$299M

97 positions

#5M3 Advisory Group, LLCPassive

Notable overlap · 4 shared positions

$HUM $MDY $AGQ $BAC

$162M

149 positions

#6MJP ASSOCIATES INC /ADVPassive

Notable overlap · 4 shared positions

$HUM $AGQ $BAC $KO

$824M

231 positions

#7New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $MDY $AGQ $EPAM

$866M

194 positions

#8Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$HUM $EPAM $CSX $WMB

$67M

42 positions

#9M3 Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $SO $CSX $NEE

$130M

35 positions

#10Keystone Financial Group, Inc.Active

Notable overlap · 3 shared positions

$HUM $SO $TRV

$192M

134 positions

#11GreatBanc Trust COActive

Notable overlap · 5 shared positions

$HUM $MCD $MDLZ $BAC $NSC

$143M

67 positions

#12Granite FO LLCActive

Notable overlap · 3 shared positions

$HUM $MDY $EPAM

$169M

170 positions

#13Hapanowicz & Associates Financial Services, IncSmart money

Notable overlap · 3 shared positions

$HUM $LEN $MCD

$251M

31 positions

#14PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$HUM $AGQ $MDLZ

$139M

59 positions

#15Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $AGQ $MDY

$476M

199 positions

#16Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$HUM $MDY $KO $EPAM $NEE $NSC

$480M

160 positions

#17Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $MDY $MCD

$160M

106 positions

#18Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $KO $AGQ

$729M

132 positions

#19E&G Advisors, LPPassive

Notable overlap · 3 shared positions

$HUM $NEE $BAC

$449M

236 positions

#20Ariston Services GroupActive

Notable overlap · 3 shared positions

$HUM $WMB $TRV

$167M

71 positions

#21Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $MCD $BAC

$239M

158 positions

#22Councilmark Asset Management, LLCActive

Notable overlap · 3 shared positions

$HUM $BAC $MDLZ

$174M

85 positions

#23Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $NEE $MCD

$302M

51 positions

#24SIGNATUREFD, LLCActive

Notable overlap · 3 shared positions

$HUM $KO $MDLZ

$6.5B

3,465 positions

#25Noble Family Wealth, LLCActive

Notable overlap · 3 shared positions

$HUM $MCD $NEE

$484M

76 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.