What hedge funds are most similar to Western Reserve Capital Management, LLC?

The funds with the most similar 13F portfolios to Western Reserve Capital Management, LLC are LOWERY THOMAS,, TruNorth ,, Blackhawk Partners,, based on overlapping conviction holdings in the latest SEC filings.

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 Western Reserve ,

13F Portfolio OverlapQ1 2026Western Reserve , portfolio →

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Most similar hedge funds by 13F overlap

Western Reserve Capital Management, LLC is an institutional investor managing $122M across 50 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 Western Reserve , are LOWERY THOMAS,, TruNorth ,, Blackhawk Partners,, with shared positions in $SNOW, $SHW, $MDY, $SYK, $TT, $MCD. The full ranking of 25 similar funds is below.

#1LOWERY THOMAS, LLCActive

Notable overlap · 3 shared positions

$SNOW $SHW $MDY

$175M

55 positions

#2TruNorth Capital Management, LLCActive

Notable overlap · 5 shared positions

$SNOW $SYK $TT $MDY $MCD

$522M

114 positions

#3Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $SYK $UPST

$273M

141 positions

#4SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 4 shared positions

$SNOW $SYK $NOC $MCD

$261M

424 positions

#5Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$SNOW $SHW $MCD

$113M

39 positions

#6ACORN CREEK CAPITAL LLCActive

Notable overlap · 3 shared positions

$SNOW $SHW $SYK

$280M

84 positions

#7Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $SHW $MDY $UPST

$325M

57 positions

#8Windward Private Wealth Management Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $UPST $HUM $SHW

$289M

44 positions

#9Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $UPST $HUM

$950M

192 positions

#10Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $SYK $HUM

$492M

385 positions

#11Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $MDY

$222M

56 positions

#12Sequent Asset Management, LLC

Notable overlap · 3 shared positions

$SNOW $HUM $SHW

$225M

99 positions

#13NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $GMM $MCD $SHW

$247M

71 positions

#14Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $GMM

$520M

91 positions

#15FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $MCD

$754M

345 positions

#16WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $MCD

$156M

139 positions

#17TPG Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $UPST $GMM

$307M

76 positions

#18RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 3 shared positions

$SNOW $MDY $UPST

$265M

62 positions

#19Planned Solutions, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $MCD

$306M

139 positions

#20Heritage Financial Services, LLC

Notable overlap · 3 shared positions

$SNOW $HUM $MCD

$1.2B

126 positions

#21MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $UPST $MCD

$260M

146 positions

#22BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 4 shared positions

$SNOW $GMM $HUM $SYK

$208M

47 positions

#23IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$SNOW $UPST $NAK

$96M

72 positions

#24Safir Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $UPST $HUM $MCD

$138M

19 positions

#25Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $MDY $PH

$184M

157 positions

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View Western Reserve ,’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.