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Hedge Funds Similar to 71 West Partners

13F Portfolio OverlapQ1 202671 West Partners portfolio →
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Most similar hedge funds by 13F overlap

71 West Capital Partners is an institutional investor managing $2.3B across 313 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 71 West Partners are AMI INVESTMENT, Gibraltar ,, Silicon Valley Partners, with shared positions in $MAR, $BAC, $UNH, $DDOG, $ASML, $CRM. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$MAR$BAC$UNH$DDOG
$445M
77 positions
#2Gibraltar Capital Management, Inc.Active
Some overlap · 4 shared positions
$MAR$BAC$ASML$CRM
$581M
125 positions
#3Silicon Valley Capital PartnersActive
Some overlap · 5 shared positions
$MAR$BAC$UNH$NOW$CRM
$1.0B
454 positions
#4ALEXANDER LABRUNERIE & CO., INC.Passive
Some overlap · 4 shared positions
$MAR$BAC$T$KKR
$267M
122 positions
#5Hartford Financial Management Inc.Passive
Some overlap · 3 shared positions
$MAR$BAC$ADP
$392M
344 positions
#6PeakShares LLCPassive
Some overlap · 5 shared positions
$MAR$CRWD$PANW$CRM$PLTR
$109M
116 positions
#7ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$MAR$CRWD$UNH$PANW
$229M
75 positions
#8WMG Financial Advisors, LLCActive
Some overlap · 4 shared positions
$MAR$T$CRWD$BAC
$240M
100 positions
#9Financial Perspectives, IncPassive
Some overlap · 4 shared positions
$MAR$ASML$UNH$KKR
$358M
716 positions
#10Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$MAR$CRWD$PANW$NOW
$112M
97 positions
#11Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$MAR$ADP$UNH
$170M
48 positions
#12Evansbrook LLCActive
Some overlap · 6 shared positions
$MAR$BAC$ASML$UNH$CRWD$DDOG
$150M
117 positions
#13Leeward Financial Partners, LLCPassive
Some overlap · 4 shared positions
$MAR$UNH$DDOG$PLTR
$336M
97 positions
#14Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$MAR$BAC$KKR
$441M
206 positions
#15New Insight Wealth AdvisorsActive
Some overlap · 4 shared positions
$MAR$UNH$DDOG$KKR
$279M
107 positions
#16Wheelhouse Advisory Group LLCActive
Some overlap · 4 shared positions
$MAR$DDOG$T$KKR
$302M
51 positions
#17Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MAR$NU$NOW$KKR
$151M
97 positions
#18Hobart Private Capital, LLCPassive
Some overlap · 4 shared positions
$MAR$NOW$DDOG$T
$509M
132 positions
#19Capital Advisors Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MAR$DDOG$CRWD$PLTR$KKR
$745M
219 positions
#20Concord Investment Counsel Inc.Active
Some overlap · 3 shared positions
$MAR$BAC$UNH
$297M
41 positions
#21PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$MAR$NOW$DDOG$UNH
$338M
107 positions
#22White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$MAR$NOW$DDOG$KKR
$721M
145 positions
#23Enclave Advisors LLCActive
Some overlap · 4 shared positions
$MAR$DDOG$PLTR$UNH
$729M
132 positions
#24Vermillion Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MAR$DDOG$KKR
$255M
1,563 positions
#25Compass Financial Group, INC/SDActive
Some overlap · 3 shared positions
$MAR$DDOG$KKR
$715M
105 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.