13F Pro

Hedge Funds Similar to Two West Advisors

13F Portfolio OverlapQ2 2026Two West Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Two West Capital Advisors LLC is an institutional investor managing $201M across 101 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 Two West Advisors are WEALTHGARDEN F.S., Fullerton Fund Ltd., LIFELONG WEALTH ADVISORS, with shared positions in $IAU, $BFLX, $GLW, $MMM. The full ranking of 4 similar funds is below.

#1WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$IAU$BFLX$GLW
$176M
187 positions
#2Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$MMM$GLW$IAU
$1.6B
119 positions
#3LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$IAU$MMM$GLW
$426M
99 positions
#4Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$IAU$GLW$MMM
$212M
171 positions

Compare Two West Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Two West Advisors’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.