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Hedge Funds Similar to WEST PACES ADVISORS

13F Portfolio OverlapQ3 2026WEST PACES ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

WEST PACES ADVISORS INC. is an institutional investor managing $586M across 692 U.S. equity positions as of Q3 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 Aull & Monroe Investment, Mayfair Advisory Group, Ausbil Investment Ltd, with shared positions in $CSX, $SO, $CMI, $NEE, $GLW, $NSC. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CSX$SO$CMI$NEE$GLW
$231M
125 positions
#2Mayfair Advisory Group, LLCPassive
Some overlap · 5 shared positions
$NSC$SO$CSX$TRV$MCD
$345M
186 positions
#3Ausbil Investment Management LtdPassive
Some overlap · 4 shared positions
$CSX$NSC$NEE$WMB
$199M
66 positions
#4Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$SO$CSX$PNC$TXN$MCD$NEE
$108M
52 positions
#5Smith Partners Wealth Management, LLCActive
Some overlap · 4 shared positions
$CSX$MDY$NSC$GLW
$126M
73 positions
#6BAHL & GAYNOR INCActive
Some overlap · 7 shared positions
$PNC$NEE$WMB$TRV$CMI$GLW
$21.7B
341 positions
#7Corsicana & Co.Passive
Some overlap · 5 shared positions
$MDY$CMI$NEE$TRV$TXN
$206M
309 positions
#8WJ Financial Advisors LLCPassive
Some overlap · 4 shared positions
$SO$MDY$WMB$TRV
$136M
137 positions
#9M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$CSX$SO$NEE
$154M
35 positions
#10Kentucky Trust CoPassive
Some overlap · 4 shared positions
$SO$NSC$PNC$GLW
$200M
316 positions
#11MTM Investment Management, LLCPassive
Some overlap · 5 shared positions
$SO$CSX$NSC$WMB$TXN
$350M
708 positions
#12Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$CSX$NSC$NUE
$259M
124 positions
#13Fairvoy Private Wealth, LLCPassive
Some overlap · 5 shared positions
$SO$CMI$GLW$NEE$MCD
$496M
210 positions
#14Richard C. Young & CO., LTD.Passive
Some overlap · 5 shared positions
$SO$CMI$PNC$WMB$TXN
$1.4B
101 positions
#15Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$CSX$SO$MCD
$486M
45 positions
#16St. Johns Investment Management Company, LLCPassive
Some overlap · 5 shared positions
$MDY$CMI$GLW$NEE$MCD
$264M
201 positions
#17Kennebec Savings BankPassive
Some overlap · 6 shared positions
$MDY$WMB$PNC$NEE$GLW$MCD
$126M
263 positions
#18Cottage Street Advisors LLCPassive
Some overlap · 5 shared positions
$CSX$GLW$TXN$NSC$NEE
$261M
148 positions
#19BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$CSX$CMI$NEE$NUE$MCD
$405M
98 positions
#20Taylor Financial Group, Inc.Active
Some overlap · 4 shared positions
$NSC$MDY$GLW$CSX
$182M
103 positions
#21Navigate Wealth Management, LLCActive
Some overlap · 3 shared positions
$NSC$SO$MCD
$165M
81 positions
#22Providence First Trust CoPassive
Some overlap · 4 shared positions
$MDY$CMI$NEE$GLW
$358M
196 positions
#23DAVIDSON TRUST COPassive
Some overlap · 5 shared positions
$MDY$CMI$NEE$CSX$MCD
$253M
183 positions
#24Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$SO$TXN
$246M
143 positions
#25TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$SO$NEE$NUE
$181M
134 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.