13F Pro

Hedge Funds Similar to WESTBOURNE INVESTMENTS

13F Portfolio OverlapQ2 2026WESTBOURNE INVESTMENTS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WESTBOURNE INVESTMENTS, INC. is an institutional investor managing $245M across 149 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 WESTBOURNE INVESTMENTS are Palouse, Arnhold, Alden Global, with shared positions in $C, $VST, $T, $PFE, $QCOM, $DELL. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$C$VST$T$PFE$QCOM$DELL
$160M
124 positions
#2Arnhold LLCActive
Notable overlap · 5 shared positions
$VRT$T$UBER$PFE$VZ
$1.4B
113 positions
#3Alden Global Capital LLCActive
Notable overlap · 5 shared positions
$C$VST$UBER$NBIS$DELL
$273M
19 positions
#4Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 6 shared positions
$PH$UBER$PFE$QCOM$GNRC$DE
$1.1B
34 positions
#5N10 WEALTH, LLCActive
Notable overlap · 3 shared positions
$VRT$VST$UBER
$282M
43 positions
#6N10 ASSETS, LLCActive
Notable overlap · 3 shared positions
$VRT$VST$UBER
$231M
34 positions
#7Peloton Wealth StrategistsPassive
Notable overlap · 4 shared positions
$VRT$C$UBER$ISRG
$271M
91 positions
#8Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$C$VRT$UBER$VST$CARR
$115M
89 positions
#9SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$C$VST$PFE$QCOM
$3.2B
40 positions
#10HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$VRT$C$DELL$UBER
$1.1B
115 positions
#11Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$VRT$PH$UBER$DELL
$490M
134 positions
#12BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$VST$QCOM$PFE
$679M
104 positions
#13Game Creek Capital, LPPassive
Some overlap · 4 shared positions
$VRT$UBER$GNRC$PFE
$283M
77 positions
#14Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$PH$UBER$QCOM$MLM$VZ
$47.7B
212 positions
#15FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 7 shared positions
$QCOM$PFE$T$C$VZ$MO
$1.7B
256 positions
#16SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$T$PFE$CME$VZ
$606M
79 positions
#17SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$VRT$PH$UBER$C$DE
$255M
144 positions
#18REX Advisers, LLCPassive
Some overlap · 3 shared positions
$VRT$NBIS$DELL
$56M
59 positions
#19CTC Alternative Strategies, Ltd.Passive
Some overlap · 4 shared positions
$VRT$UBER$QCOM$WM
$69M
83 positions
#20LSV ASSET MANAGEMENTActive
Some overlap · 7 shared positions
$C$QCOM$DELL$T$PFE$VZ
$55.1B
889 positions
#21SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 3 shared positions
$VRT$QCOM$DE
$734M
188 positions
#22THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$VRT$C$NBIS
$1.2B
56 positions
#23Foster Victor Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$C$PFE$QCOM$CARR$ENB$DELL
$1.9B
254 positions
#24SIRIOS CAPITAL MANAGEMENT L PActive
Some overlap · 4 shared positions
$VST$PH$CARR$MLM
$822M
86 positions
#25LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$VRT$UBER$DELL$DE$ISRG$WM
$1.6B
232 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.