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Hedge Funds Similar to 21 West Wealth

13F Portfolio OverlapQ1 202621 West Wealth portfolio →
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Most similar hedge funds by 13F overlap

21 West Wealth Management LLC is an institutional investor managing $117M across 65 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 21 West Wealth are Advisors Wealth ,, Advantage,, Cascade Wealth Advisors,, with shared positions in $USB, $HUM, $KKR, $SCHW, $ETN, $MU. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$USB$HUM$KKR$SCHW
$745M
219 positions
#2Capital Advantage, Inc.Active
Notable overlap · 5 shared positions
$USB$HUM$KKR$SCHW$ETN
$765M
145 positions
#3Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$USB$HUM$KKR$ETN
$228M
60 positions
#4SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$HUM$USB$KKR$SCHW$MU
$272M
554 positions
#5Tide Cove Capital Partners LLCSmart money
Notable overlap · 4 shared positions
$HUM$USB$KKR$SCHW
$147M
13 positions
#6American Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$HUM$SE$SCHW
$750M
159 positions
#7Graetz Wealth LLCPassive
Notable overlap · 6 shared positions
$USB$HUM$SCHW$VLTO$AMAT$TT
$112M
80 positions
#8MilWealth Group LLCSmart money
Notable overlap · 4 shared positions
$USB$HUM$KKR$VLTO
$420M
81 positions
#9Buska Wealth Management, LLCActive
Notable overlap · 4 shared positions
$HUM$USB$KKR$TT
$249M
74 positions
#10Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$USB$HUM$SCHW
$167M
76 positions
#11Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$HUM$USB$KKR$SE$VLTO
$109M
1,311 positions
#12Piedmont Capital Management, LLCActive
Notable overlap · 4 shared positions
$USB$KKR$HUM$SCHW
$197M
50 positions
#13FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 3 shared positions
$USB$HUM$SCHW
$354M
66 positions
#14Crews Bank & TrustPassive
Notable overlap · 3 shared positions
$HUM$USB$KKR
$690M
673 positions
#15Family CFO IncActive
Notable overlap · 4 shared positions
$USB$HUM$SCHW$VLTO
$223M
41 positions
#16McGlone Suttner Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$USB$HUM$KKR$AMAT
$755M
189 positions
#17Causey Wealth LLCPassive
Notable overlap · 4 shared positions
$USB$KKR$SCHW$HUM
$236M
81 positions
#18CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$HUM$SCHW
$363M
102 positions
#19Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 3 shared positions
$USB$KKR$SCHW
$462M
228 positions
#20WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$HUM$USB$SCHW$VLTO
$350M
95 positions
#21Dodds Wealth, LLCSmart money
Notable overlap · 4 shared positions
$USB$KKR$SE$SCHW
$407M
51 positions
#22Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$HUM$USB$KKR
$98M
68 positions
#23Juno Financial Group LLCActive
Notable overlap · 5 shared positions
$HUM$KKR$SE$SCHW$ETN
$255M
70 positions
#24REBALANCE, LLCSmart money
Notable overlap · 4 shared positions
$USB$KKR$SCHW$SE
$1.7B
101 positions
#25Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$KKR$ETN
$149M
70 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.