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Hedge Funds Similar to Two West Advisors

13F Portfolio OverlapQ1 2026Two West Advisors portfolio →
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Most similar hedge funds by 13F overlap

Two West Capital Advisors LLC is an institutional investor managing $189M across 96 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 Two West Advisors are Altiora Financial Group,, Center For Asset, STOLZ & ASSOCIATES, PS, with shared positions in $NEE, $SE, $NSC, $IAU, $GLW, $SHW. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$NEE$SE$NSC$IAU
$607M
110 positions
#2Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$SE$NEE$IAU$GLW
$201M
144 positions
#3STOLZ & ASSOCIATES, PSSmart money
Some overlap · 3 shared positions
$NEE$SE$IAU
$143M
30 positions
#4Envision Financial Planning, LLCActive
Some overlap · 3 shared positions
$NEE$SE$IAU
$276M
51 positions
#5SB Capital Management Inc
Some overlap · 4 shared positions
$NEE$SE$IAU$SHW
$273M
93 positions
#6Kelly Financial Services LLCPassive
Some overlap · 4 shared positions
$SE$RF$SHW$IAU
$414M
128 positions
#7MB Generational Wealth, LLCActive
Some overlap · 3 shared positions
$NEE$SE$NSC
$181M
66 positions
#8Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$NEE$SE$IAU
$279M
141 positions
#9Triad Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$SE$NEE$IAU$RBLX$RF
$1.3B
478 positions
#10Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$SE$RF$IAU$MS
$90M
65 positions
#11Element Wealth, LLCPassive
Some overlap · 4 shared positions
$SE$SHW$RL$MS
$242M
207 positions
#12ShoreHaven Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$SE$RF$IAU$MS$RBLX$GLW
$278M
103 positions
#13RIVERCHASE WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NEE$SHW$RBLX$MS
$192M
73 positions
#14BCU Wealth Advisors, LLCSmart money
Some overlap · 4 shared positions
$SE$NSC$IAU$MS
$268M
60 positions
#15Endowment Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$SE$SHW$MS$IAU$RL
$226M
165 positions
#165T Wealth, LLCPassive
Some overlap · 4 shared positions
$SE$SHW$IAU$RL
$253M
129 positions
#17Partnership Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$NSC$NEE$GLW
$131M
66 positions
#18Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$NEE$IAU$OKTA$GLW
$493M
142 positions
#19Belleair Asset Management, LLCPassive
Some overlap · 3 shared positions
$NEE$RF$SE
$110M
77 positions
#20Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$NEE$SE$IAU$MS
$477M
70 positions
#21CPA Asset Management LLCActive
Some overlap · 4 shared positions
$NEE$NSC$IAU$MS
$298M
99 positions
#22Portfolio Resources Advisor Group, Inc.Passive
Some overlap · 4 shared positions
$SE$RL$IAU$MS
$101M
148 positions
#23Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$SE$NSC$IAU$MMM
$337M
117 positions
#24WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$SE$IAU$OKTA$GLW
$508M
107 positions
#25Interactive Financial AdvisorsActive
Some overlap · 5 shared positions
$SE$IAU$SHW$MS$NEE
$153M
78 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.