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Hedge Funds Similar to 71 West Partners

13F Portfolio OverlapQ2 202671 West Partners portfolio →
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Most similar hedge funds by 13F overlap

71 West Capital Partners is an institutional investor managing $2.9B across 382 U.S. equity positions as of Q2 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 ZEVIN ASSET, BLUE SQUARE ASSET, GRAYBILL WEALTH , LTD., with shared positions in $ASML, $CRWD, $DDOG, $ADP, $SPGI, $BLK. The full ranking of 25 similar funds is below.

#1ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$ASML$CRWD$DDOG$ADP$SPGI
$713M
97 positions
#2BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ASML$CRWD$BLK$KLAC
$247M
74 positions
#3GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$ASML$BLK$ADP$NOW
$372M
82 positions
#4Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$DDOG$ASML$NOW
$115M
89 positions
#5Thomasville National BankPassive
Some overlap · 4 shared positions
$ASML$CRWD$NOW$CRM
$1.8B
241 positions
#6GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$CRWD$NOW$CRM
$179M
118 positions
#7KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ASML$CRWD$BLK$PLTR$KLAC
$351M
166 positions
#8Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$ASML$BLK$CRWD$KLAC
$1.6B
184 positions
#9Forefront Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$ASML$CRWD$SPGI$DDOG$NOW$CRM
$323M
177 positions
#10FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$ASML$SPGI$BLK$ADP
$42.5B
300 positions
#11Galaxy Digital Capital Management GP LLCPassive
Some overlap · 3 shared positions
$CRWD$DDOG$BLK
$206M
67 positions
#12Everest Financial Group LLCPassive
Some overlap · 4 shared positions
$CRWD$ASML$NOW$CRM
$738M
208 positions
#13American Money Management, LLCPassive
Some overlap · 3 shared positions
$ASML$BLK$SPGI
$700M
174 positions
#14COUNTRY TRUST BANKActive
Some overlap · 4 shared positions
$ASML$DDOG$BLK$NOW
$5.7B
628 positions
#15Wedbush Fund Advisers, LLCActive
Some overlap · 5 shared positions
$CRWD$DDOG$NOW$CRM$PLTR
$1.1B
103 positions
#16Umpqua BankPassive
Some overlap · 4 shared positions
$ASML$BLK$CRWD$DDOG
$446M
165 positions
#17Karani Asset Management LLCPassive
Some overlap · 5 shared positions
$ASML$SPGI$NOW$CRM$KLAC
$139M
57 positions
#18Synergy Financial Group, LTDPassive
Some overlap · 4 shared positions
$CRWD$DDOG$ASML$NOW
$139M
119 positions
#19LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 4 shared positions
$BLK$ADP$SPGI$CRWD
$152M
84 positions
#20Employees Provident Fund BoardActive
Some overlap · 4 shared positions
$CRWD$DDOG$NOW$CRM
$17.4B
68 positions
#21Alta Park Capital, LPActive
Some overlap · 3 shared positions
$ASML$DDOG$NU
$1.1B
27 positions
#22Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$ASML$CRWD$NOW$PLTR
$476M
77 positions
#23Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$CRWD$ASML$BLK
$2.7B
206 positions
#24Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$ASML$SPGI$BLK$NOW
$329M
110 positions
#25ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$CRWD$BLK$ASML$PLTR
$640M
139 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.