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Hedge Funds Similar to WS LLLP

13F Portfolio OverlapQ1 2026WS LLLP portfolio →
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Most similar hedge funds by 13F overlap

WS MANAGEMENT LLLP is an institutional investor managing $1.1B across 56 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 WS LLLP are Step Pte. Ltd., Westview dba Westview Investment Advisors, TAGStone ,, with shared positions in $MU, $CROX, $TEM, $USB, $TJX, $INTU. The full ranking of 25 similar funds is below.

#1Step Capital Management Pte. Ltd.Active
Notable overlap · 3 shared positions
$MU$CROX$TEM
$249M
27 positions
#2Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 4 shared positions
$USB$TJX$INTU$SN
$192M
70 positions
#3TAGStone Capital, Inc.Passive
Notable overlap · 3 shared positions
$USB$COP$TJX
$283M
137 positions
#4Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$COP$TJX
$1.3B
129 positions
#5Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$USB$COP$TJX
$552M
93 positions
#6Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$USB$COP$TXN
$170M
38 positions
#7Equita Financial Network, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$TXN
$318M
87 positions
#8Strategic Financial Services, Inc.Smart money
Notable overlap · 4 shared positions
$USB$COP$LUV$TJX
$2.1B
152 positions
#9Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$COP$TJX
$451M
146 positions
#10Passumpsic Savings Bank
Notable overlap · 3 shared positions
$USB$TJX$MU
$183M
90 positions
#11PRIMECAP MANAGEMENT CO/CA/Active
Notable overlap · 5 shared positions
$MU$LUV$TJX$COP$TXN
$127.0B
320 positions
#12PRUDENTIAL PLCActive
Notable overlap · 3 shared positions
$USB$COP$MU
$17.1B
680 positions
#13Insight Wealth Partners, LLCSmart money
Notable overlap · 4 shared positions
$USB$COP$TXN$TJX
$713M
120 positions
#14KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$COP$TXN
$227M
92 positions
#15Q Fund Management (Hong Kong) LtdSmart money
Notable overlap · 3 shared positions
$MU$USB$HOOD
$107M
33 positions
#16GDS Wealth ManagementActive
Notable overlap · 3 shared positions
$USB$MU$TJX
$1.7B
200 positions
#17Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$MU
$382M
55 positions
#18Avant Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$COP$TXN
$142M
65 positions
#19Spartan Wealth Advisory Services LLCPassive
Notable overlap · 3 shared positions
$MU$TXN$USB
$1.1B
311 positions
#20Ravenswood Partners LPPassive
Notable overlap · 4 shared positions
$MU$TJX$INTU$HOOD
$271M
35 positions
#21BlueSky Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$COP$INTU
$777M
115 positions
#22Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$TJX
$420M
120 positions
#23Quaker Wealth Management, LLCActive
Notable overlap · 3 shared positions
$USB$COP$TXN
$320M
972 positions
#24W.H. Cornerstone Investments Inc.Passive
Notable overlap · 3 shared positions
$USB$COP$TXN
$160M
129 positions
#25Seaside Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$USB$COP$TXN
$356M
65 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.