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 WESTCO ADVISORY SERVICES /ADV

13F Portfolio OverlapQ1 2026WESTCO ADVISORY SERVICES /ADV portfolio →

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Most similar hedge funds by 13F overlap

WESTCO ADVISORY SERVICES INC /ADV is an institutional investor managing $156M across 104 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 WESTCO ADVISORY SERVICES /ADV are Atlas Wealth, AFFINITY INVESTMENT ADVISORS,, Value Aligned Research Advisors,, with shared positions in $BAC, $HOOD, $AMGN, $MS, $TMO, $MCD. The full ranking of 25 similar funds is below.

#1Atlas Wealth LLCPassive

Some overlap · 6 shared positions

$BAC $HOOD $AMGN $MS $TMO $MCD

$334M

115 positions

#2AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 4 shared positions

$STX $BAC $__PARK_1390777 $MS

$160M

137 positions

#3Value Aligned Research Advisors, LLCActive

Some overlap · 3 shared positions

$CLS $STX $FIX

$20.7B

107 positions

#4Catherine Avery Investment Management LLCPassive

Some overlap · 4 shared positions

$STX $BAC $AMGN $MCD

$223M

109 positions

#5Rivermont Capital Management LPActive

Some overlap · 3 shared positions

$CLS $STX $WMB

$475M

20 positions

#6Caldwell Investment Management Ltd.Active

Some overlap · 6 shared positions

$BAC $CLS $MS $FIX $TMO $ROL

$255M

57 positions

#7VALLEY WEALTH MANAGERS, INC.Passive

Some overlap · 5 shared positions

$STX $AMGN $MS $COR $VRTX

$1.6B

316 positions

#8Intrinsic Edge Capital Management LLCPassive

Some overlap · 3 shared positions

$CLS $ODFL $HOOD

$603M

111 positions

#9SHARPEPOINT LLCPassive

Some overlap · 3 shared positions

$STX $CLS $WMB

$168M

86 positions

#10JGP Wealth Management, LLCPassive

Some overlap · 4 shared positions

$FIX $TSCO $AMGN $MS

$961M

223 positions

#11Aull & Monroe Investment Management CorpPassive

Some overlap · 3 shared positions

$STX $BAC $AMGN

$215M

125 positions

#12AMF Tjanstepension ABActive

Some overlap · 5 shared positions

$BAC $FIX $MCD $VRTX $ROL

$15.1B

117 positions

#13NWK Group, Inc.Active

Some overlap · 3 shared positions

$CLS $FIX $__PARK_1390777

$261M

66 positions

#14Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$__PARK_1390777 $AMGN $STX $CLS $MFC

$873M

189 positions

#15TimesSquare Capital Management, LLCActive

Some overlap · 4 shared positions

$FIX $TSCO $CTAS $COR

$5.9B

151 positions

#16Range Financial Group LLCPassive

Some overlap · 4 shared positions

$STX $AMGN $COR $MCD

$298M

190 positions

#17PARNASSUS INVESTMENTS, LLCActive

Some overlap · 4 shared positions

$BAC $ODFL $__PARK_1390777 $TMO

$34.1B

135 positions

#18DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$FIX $CTAS $AMGN $WMB

$501M

138 positions

#19KING LUTHER CAPITAL MANAGEMENT CORPActive

Some overlap · 4 shared positions

$BAC $CTAS $TMO $AMGN

$23.1B

601 positions

#20Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $AMGN $MS $TMO $MCD

$353M

78 positions

#21Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $AMGN $MS $TMO $MCD

$272M

95 positions

#22Inlet Private Wealth, LLCPassive

Some overlap · 3 shared positions

$STX $BAC $AMGN

$392M

128 positions

#23HFR Wealth Management, LLCActive

Some overlap · 4 shared positions

$TSCO $CTAS $AMGN $ROL

$407M

49 positions

#24American Assets Investment Management, LLCActive

Some overlap · 4 shared positions

$BAC $__PARK_1390777 $AMGN $MS

$1.5B

146 positions

#25MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 4 shared positions

$BAC $__PARK_1390777 $LAMR $WMB

$3.7B

138 positions

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View WESTCO ADVISORY SERVICES /ADV’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.