How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Westerkirk

13F Portfolio OverlapQ1 2026Westerkirk portfolio →

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Most similar hedge funds by 13F overlap

Westerkirk Capital Inc. is an institutional investor managing $929M across 208 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 Westerkirk are Guinness Atkinson Asset, Grantham, Mayo, Van Otterloo &, Strategic Financial Services,, with shared positions in $LRCX, $KLAC, $AMAT, $TMO, $ETN, $ADBE. The full ranking of 25 similar funds is below.

#1Guinness Atkinson Asset Management IncPassive

Notable overlap · 7 shared positions

$LRCX $KLAC $AMAT $TMO $ETN $ADBE

$200M

123 positions

#2Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 6 shared positions

$LRCX $KLAC $TJX $TXN $TMO $UNH

$39.1B

628 positions

#3Strategic Financial Services, Inc.Smart money

Notable overlap · 5 shared positions

$UPST $LRCX $KLAC $NKE $TJX

$2.1B

152 positions

#4BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TJX $TXN $SLB $TMO $NKE $ZTS

$506M

75 positions

#5Axecap Investments, LLCPassive

Notable overlap · 5 shared positions

$TJX $LRCX $KLAC $AMAT $ANET

$145M

69 positions

#6McLaughlin Asset Management, Inc.Passive

Some overlap · 5 shared positions

$TJX $LRCX $KLAC $TMO $ANET

$105M

91 positions

#7NICHOLAS COMPANY, INC.Active

Some overlap · 7 shared positions

$TJX $TMO $TXN $KLAC $LRCX $ETN

$5.1B

203 positions

#8RENAISSANCE GROUP LLCPassive

Some overlap · 6 shared positions

$KLAC $AMAT $TJX $LRCX $ZTS $ANET

$2.4B

234 positions

#9Maple Capital Management, Inc.Active

Some overlap · 6 shared positions

$TJX $AMAT $TXN $APD $CMG $ZTS

$1.5B

119 positions

#10Avanda Investment Management Pte. Ltd.Active

Some overlap · 5 shared positions

$LRCX $KLAC $AMAT $TXN $TMO

$63M

24 positions

#11Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$LRCX $KLAC $TXN $TMO $PH $TJX

$7.0B

103 positions

#12BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 8 shared positions

$TXN $TMO $APD $CP $UNH $NKE

$6.1B

61 positions

#13AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$UPST $TJX $UNH $NKE

$445M

77 positions

#14Alecta Tjanstepension OmsesidigtActive

Some overlap · 5 shared positions

$TJX $AMAT $KLAC $TXN $TMO

$20.5B

78 positions

#15DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 7 shared positions

$KLAC $TXN $TJX $UNH $NKE $ZTS

$501M

138 positions

#16Progressive Investment Management CorpActive

Some overlap · 6 shared positions

$LRCX $KLAC $AMAT $TMO $TXN $TJX

$379M

58 positions

#17AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 5 shared positions

$TJX $AMAT $TXN $TMO $ETN

$1.4B

114 positions

#18PINNBROOK CAPITAL MANAGEMENT LPActive

Some overlap · 4 shared positions

$TJX $LRCX $AMAT $SLB

$384M

45 positions

#19PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 6 shared positions

$LRCX $AMAT $KLAC $TJX $ANET $PH

$7.7B

190 positions

#20Saranac Partners LtdPassive

Some overlap · 6 shared positions

$TJX $AMAT $CP $UNH $ADBE $AZN

$234M

103 positions

#21NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$AMAT $KLAC $TJX $TMO $ADBE $ETN

$1.5B

139 positions

#22Concord Asset Management, LLC/VAActive

Some overlap · 4 shared positions

$UPST $AMAT $LRCX $ETN

$592M

117 positions

#23BROWN BROTHERS HARRIMAN & COPassive

Some overlap · 6 shared positions

$KLAC $AMAT $TMO $TXN $NKE $ZTS

$18.6B

1,800 positions

#24Impact Investors, IncPassive

Some overlap · 4 shared positions

$UPST $AMAT $ANET $KLAC

$144M

106 positions

#25Acumen Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$LRCX $TMO $TXN $TJX $KLAC $UNH

$372M

439 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.