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Hedge Funds Similar to West Family Investments

13F Portfolio OverlapQ2 2026West Family Investments portfolio →
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Most similar hedge funds by 13F overlap

West Family Investments, Inc. is an institutional investor managing $345M across 468 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 West Family Investments are CogentBlue Wealth Advisors, E-Wealth Partners, E Fund , Ltd., with shared positions in $UMC, $ASML, $CHT, $IBN, $WDC, $WM. The full ranking of 25 similar funds is below.

#1CogentBlue Wealth Advisors, LLCActive
Slight overlap · 5 shared positions
$UMC$ASML$CHT$IBN$WDC
$175M
103 positions
#2E-Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$UMC$ASML$WM$MCD
$138M
59 positions
#3E Fund Management Co., Ltd.Active
Slight overlap · 4 shared positions
$ASML$UMC$STX$WDC
$4.5B
488 positions
#4MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Slight overlap · 4 shared positions
$ASML$WM$STX$MCD
$272M
149 positions
#5WCM INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$ASML$STX$IBN$WDC
$55.2B
266 positions
#6Ariadne Wealth Management, LPPassive
Slight overlap · 3 shared positions
$UMC$ASML$WDC
$226M
254 positions
#7CONNABLE OFFICE INCActive
Slight overlap · 4 shared positions
$ASML$WM$STX$WDC
$1.1B
231 positions
#8REXFORD CAPITAL INCPassive
Slight overlap · 4 shared positions
$WM$STX$MCD$WDC
$163M
301 positions
#9WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 3 shared positions
$ASML$WM$STX
$1.3B
73 positions
#10Haverford Trust CoActive
Slight overlap · 3 shared positions
$ASML$WM$MCD
$11.6B
424 positions
#11JOHNSON INVESTMENT COUNSEL INCActive
Slight overlap · 3 shared positions
$ASML$WM$MCD
$13.7B
840 positions
#12Asset One Wealth Management LLCPassive
Slight overlap · 3 shared positions
$ASML$WM$MCD
$948M
347 positions
#13Destination Wealth ManagementPassive
Slight overlap · 3 shared positions
$ASML$WM$MCD
$4.3B
344 positions
#14CHAPMAN FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$ASML$WM$MCD
$150M
260 positions
#15Prudent Man Investment Management, Inc.Smart money
Slight overlap · 3 shared positions
$ASML$WM$MCD
$293M
169 positions
#16Weaver Capital Management LLCPassive
Slight overlap · 3 shared positions
$ASML$WM$MCD
$454M
172 positions
#17NORTHEAST INVESTMENT MANAGEMENTActive
Slight overlap · 3 shared positions
$ASML$WM$MCD
$2.7B
200 positions
#18KFG WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$ASML$WM$MCD
$886M
225 positions
#19RDA Financial NetworkPassive
Slight overlap · 3 shared positions
$ASML$WM$MCD
$459M
286 positions
#20Blossom Wealth ManagementActive
Slight overlap · 3 shared positions
$ASML$WM$MCD
$71M
72 positions
#21Anther Capital LtdSmart money
Slight overlap · 4 shared positions
$ASML$STX$WDC$UMC
$3.9B
21 positions
#22Private Advisory Group LLCPassive
Slight overlap · 3 shared positions
$ASML$WM$WDC
$1.9B
296 positions
#23SMITH SHELLNUT WILSON LLC /ADVPassive
Slight overlap · 3 shared positions
$ASML$STX$MCD
$268M
161 positions
#24ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Slight overlap · 3 shared positions
$ASML$STX$MCD
$225.4B
1,887 positions
#25Evansbrook LLCActive
Slight overlap · 3 shared positions
$ASML$STX$MCD
$168M
127 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.