13F Pro

Hedge Funds Similar to Westmount Partners,

13F Portfolio OverlapQ1 2026Westmount Partners, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Westmount Partners, LLC is an institutional investor managing $457M across 275 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 Westmount Partners, are Steigerwald, Gordon & Koch, Aspen Grove ,, SEAMOUNT FINANCIAL GROUP, with shared positions in $CACI, $IBM, $WFC, $DOV, $COP, $WT. The full ranking of 25 similar funds is below.

#1Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$CACI$IBM$WFC
$974M
782 positions
#2Aspen Grove Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$IBM$WFC
$514M
200 positions
#3SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$DOV$IBM$COP
$222M
135 positions
#4Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$DOV$IBM$COP
$216M
89 positions
#5SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$DOV$IBM$WT
$3.6B
4,018 positions
#6Creekside PartnersPassive
Some overlap · 4 shared positions
$DOV$COP$IBM$WFC
$243M
183 positions
#7Carroll Advisory Group, LLCActive
Some overlap · 3 shared positions
$DOV$IBM$COP
$258M
68 positions
#8Addison Capital CoPassive
Some overlap · 3 shared positions
$DOV$WT$COP
$562M
182 positions
#9Coordinated Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$WFC$COP
$174M
176 positions
#10Evanson Asset Management, LLCActive
Some overlap · 3 shared positions
$DOV$WT$COP
$1.9B
321 positions
#11New England Private Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$DOV$WT$COP
$866M
194 positions
#12VAN DEN BERG MANAGEMENT I, INCPassive
Slight overlap · 3 shared positions
$IBM$ILMN$COP
$436M
133 positions
#13BIP Wealth, LLCActive
Slight overlap · 3 shared positions
$DOV$WT$COP
$2.5B
453 positions
#14WJ Interests, LLCSmart money
Slight overlap · 3 shared positions
$DOV$WT$IBM
$260M
20 positions
#15NewEdge Advisors, LLCPassive
Slight overlap · 3 shared positions
$IBM$DOV$WT
$2.2B
1,217 positions
#16NavPoint Financial, Inc.Active
Slight overlap · 3 shared positions
$DOV$COP$IBM
$247M
71 positions
#17Heritage Investment Group, Inc.Active
Slight overlap · 3 shared positions
$DOV$CACI$WFC
$661M
123 positions
#18HTG Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$DOV$COP$IBM
$352M
85 positions
#19XY Planning Network, Inc.Passive
Slight overlap · 3 shared positions
$DOV$WT$COP
$626M
273 positions
#20Argyle Capital Management, LLCPassive
Slight overlap · 3 shared positions
$IBM$WFC$COP
$308M
137 positions
#21SKBA CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$IBM$WFC$COP
$728M
79 positions
#22Estabrook Capital ManagementPassive
Slight overlap · 3 shared positions
$IBM$WFC$COP
$685M
380 positions
#23Pathfinder Wealth Consulting, Inc.Passive
Slight overlap · 3 shared positions
$IBM$WFC$WT
$154M
163 positions
#24TABLEAUX LLCPassive
Slight overlap · 3 shared positions
$CACI$IBM$WT
$206M
113 positions
#25MidAtlantic Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$DOV$WT$COP
$145M
84 positions

Compare Westmount Partners,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Westmount Partners,’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.