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Hedge Funds Similar to Westfuller Advisors,

13F Portfolio OverlapQ1 2026Westfuller Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Westfuller Advisors, LLC is an institutional investor managing $232M across 756 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 Westfuller Advisors, are Bienville ,, MCF Advisors, Juno Financial Group, with shared positions in $SE, $AFRM, $SNOW, $MS, $KKR, $BRZE. The full ranking of 25 similar funds is below.

#1Bienville Capital Management, LLCPassive
Notable overlap · 3 shared positions
$SE$AFRM$SNOW
$550M
74 positions
#2MCF Advisors LLCPassive
Notable overlap · 4 shared positions
$SE$SNOW$MS$KKR
$2.3B
1,338 positions
#3Juno Financial Group LLCActive
Notable overlap · 5 shared positions
$SE$BRZE$KKR$SCHW$PANW
$255M
70 positions
#4Morningstar Investment Management LLCPassive
Notable overlap · 5 shared positions
$SE$SNOW$SCHW$LRCX$AXP
$1.6B
315 positions
#5TrueNorth, Inc.Passive
Notable overlap · 4 shared positions
$SE$AFRM$BRZE$MKL
$1.0B
1,033 positions
#6Dodds Wealth, LLCSmart money
Notable overlap · 5 shared positions
$SE$BRZE$KKR$SCHW$DIS
$407M
51 positions
#7Arcadia Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SE$SNOW$VLTO
$276M
67 positions
#8Omega Financial Group, LLCPassive
Notable overlap · 5 shared positions
$SE$AFRM$SCHW$AXP$MKL
$308M
101 positions
#9Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$SE$MS$SOLV$AFRM
$120M
84 positions
#10Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$SE$MS$AXP$SCHW
$190M
80 positions
#11General Equity Holdings LPActive
Some overlap · 3 shared positions
$SE$AFRM$NU
$135M
11 positions
#12New Covenant Trust Company, N.A.Active
Some overlap · 7 shared positions
$AFRM$BRZE$KKR$MKL$DIS$UNP
$112M
96 positions
#13SWP FINANCIAL LLCActive
Some overlap · 4 shared positions
$SE$VLTO$MKL$SNOW
$196M
71 positions
#14Bear Mountain Capital, Inc.Active
Some overlap · 5 shared positions
$SE$AFRM$SCHW$MKL$SBUX
$333M
198 positions
#15Coronation Fund Managers Ltd.Active
Some overlap · 4 shared positions
$SE$NU$SCHW$DIS
$2.2B
53 positions
#16KEYSTONE INVESTORS PTE LTD
Some overlap · 4 shared positions
$SE$SNOW$NU$PANW
$1.1B
77 positions
#17Fund Evaluation Group, LLCSmart money
Some overlap · 4 shared positions
$SE$SNOW$AFRM$SCHW
$3.3B
73 positions
#18Balanced Rock Investment Advisors LLCPassive
Some overlap · 5 shared positions
$AFRM$SNOW$MS$NU$SCHW
$143M
96 positions
#19TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 4 shared positions
$SE$MS$VLTO$SNOW
$4.8B
1,649 positions
#20Connecticut Capital Management Group, LLCPassive
Some overlap · 4 shared positions
$SE$VLTO$LRCX$DIS
$106M
109 positions
#21Fonville Wealth Management LLCPassive
Some overlap · 6 shared positions
$SE$SNOW$KKR$SCHW$BRZE$PANW
$525M
138 positions
#22Topel & Distasi Wealth Management, LLCActive
Some overlap · 5 shared positions
$SE$AFRM$MKL$SCHW$SNOW
$193M
58 positions
#23Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$SE$MS$KKR$MKL$SCHW
$90M
65 positions
#24Professional Financial Advisors, LLCActive
Some overlap · 7 shared positions
$MS$BRZE$SE$SNOW$MKL$UNP
$491M
137 positions
#25TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SE$LRCX$NU
$22.8B
54 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.