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Hedge Funds Similar to WESPAC Advisors

13F Portfolio OverlapQ2 2026WESPAC Advisors portfolio →
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Most similar hedge funds by 13F overlap

WESPAC Advisors, LLC is an institutional investor managing $205M across 200 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 WESPAC Advisors are Novak & Powell Financial Services, Park Edge Advisors, SWP FINANCIAL, with shared positions in $DOV, $IAU, $QCOM, $BIP, $COHR, $WELL. The full ranking of 25 similar funds is below.

#1Novak & Powell Financial Services, Inc.Passive
Notable overlap · 4 shared positions
$DOV$IAU$QCOM$BIP
$212M
171 positions
#2Park Edge Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$IAU$COHR$WELL
$475M
154 positions
#3SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$DOV$IAU$QCOM
$216M
78 positions
#4New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$IAU$QCOM
$268M
50 positions
#5Highland Investment Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$NMZ$IAU
$229M
734 positions
#6Sageworth Trust CoActive
Some overlap · 3 shared positions
$DOV$IAU$COR
$2.5B
127 positions
#7Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$IAU$QCOM
$1.2B
127 positions
#8Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$IAU$WELL
$225M
114 positions
#9Proficio Capital Partners LLC
Some overlap · 3 shared positions
$DOV$AAAU$IAU
$2.8B
691 positions
#10THOMPSON DAVIS & CO., INC.Active
Some overlap · 3 shared positions
$DOV$FIX$OUNZ
$167M
168 positions
#11Shellback Capital, LPPassive
Some overlap · 3 shared positions
$DOV$TPR$COHR
$1.1B
89 positions
#12Comprehensive Money Management Services LLC
Some overlap · 4 shared positions
$WELL$IAU$ENB$IRM
$159M
200 positions
#13Gross & Hartman Investments LLCActive
Some overlap · 3 shared positions
$DOV$WELL$AHR
$226M
80 positions
#14Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$IAU$QCOM
$208M
86 positions
#15Clarion Wealth Managment Partners, LLCActive
Some overlap · 4 shared positions
$AHR$IAU$TPR$DOV
$124M
87 positions
#16CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$WELL$AHR$IRM
$11.7B
80 positions
#17DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$WELL$AHR$IRM
$10.6B
162 positions
#18Dorsey Wright & AssociatesPassive
Some overlap · 3 shared positions
$WELL$FIX$TPR
$590M
131 positions
#19Transamerica Financial Advisors, LLC
Some overlap · 3 shared positions
$WELL$FIX$TPR
$1.2B
2,188 positions
#20CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 3 shared positions
$WELL$AHR$IRM
$7.2B
101 positions
#21TimesSquare Capital Management, LLCActive
Some overlap · 3 shared positions
$COR$FIX$LSCC
$6.8B
158 positions
#22Cander Asset Management LPActive
Some overlap · 3 shared positions
$WELL$AHR$IRM
$540M
48 positions
#23Exit Wealth Advisors, LLC.Passive
Some overlap · 4 shared positions
$IAU$VOD$COHR$AAAU
$220M
150 positions
#24Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$WELL$IAU$IRM
$111M
101 positions
#25PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$FIX$AHR$OUNZ
$216M
168 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.