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Hedge Funds Similar to West Financial Advisors

13F Portfolio OverlapQ3 2026West Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

West Financial Advisors, LLC is an institutional investor managing $665M across 275 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to West Financial Advisors are AMES NATIONAL, ISLAY, NORTHWEST WEALTH, with shared positions in $CASY, $LNT, $QCOM, $NSC, $UNP, $SCHW. The full ranking of 25 similar funds is below.

#1AMES NATIONAL CORPSmart money
Slight overlap · 5 shared positions
$CASY$LNT$QCOM$NSC$UNP
$182M
69 positions
#2ISLAY CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$CASY$SCHW$WFC
$213M
97 positions
#3NORTHWEST WEALTH MANAGEMENT, LLCActive
Slight overlap · 5 shared positions
$CASY$DOV$USB$UNP$WFC
$758M
265 positions
#4Heritage Investment Group, Inc.Active
Slight overlap · 6 shared positions
$CASY$IBIT$DOV$AMGN$UNP$WFC
$744M
135 positions
#5Foster Group, Inc.Active
Slight overlap · 4 shared positions
$CASY$DOV$PFG$WFC
$3.7B
316 positions
#6Olistico Wealth, LLCPassive
Slight overlap · 3 shared positions
$CASY$LNT$DOV
$239M
354 positions
#7Redmond Asset Management, LLCPassive
Slight overlap · 4 shared positions
$SCHW$CASY$TYL$NSC
$338M
186 positions
#8Midwest Financial Partners Investments, Inc.Active
Slight overlap · 5 shared positions
$CASY$IBIT$AMGN$TECH$BA
$260M
80 positions
#9Sagefield Capital LPPassive
Slight overlap · 4 shared positions
$CASY$LNT$UNP$TECH
$1.3B
107 positions
#10BRIDGES INVESTMENT MANAGEMENT INCActive
Slight overlap · 4 shared positions
$CASY$USB$UNP$WFC
$8.2B
401 positions
#11FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$CASY$SCHW$WFC
$355M
257 positions
#12Carnegie Investment CounselPassive
Slight overlap · 4 shared positions
$SCHW$LNT$AMGN$NSC
$5.0B
551 positions
#13Wilson & Boucher Capital Management, LLCPassive
Slight overlap · 7 shared positions
$SCHW$DOV$QCOM$AMGN$UNP$WFC
$170M
121 positions
#14Elevation Advisory Partners LLCActive
Slight overlap · 3 shared positions
$CASY$QCOM$UNP
$98M
48 positions
#15Prudent Man Investment Management, Inc.Smart money
Slight overlap · 3 shared positions
$CASY$DOV$WFC
$293M
169 positions
#16Legacy Financial Group LLCActive
Slight overlap · 4 shared positions
$CASY$UNP$PFG$WFC
$888M
133 positions
#17Fjell Capital, LLCPassive
Slight overlap · 3 shared positions
$CASY$USB$UNP
$178M
84 positions
#18Nordwand Advisors, LLCPassive
Slight overlap · 4 shared positions
$CASY$AMGN$UNP$CMI
$652M
146 positions
#19Mokosak Advisory Group, LLCActive
Slight overlap · 3 shared positions
$CASY$PFG$WFC
$454M
43 positions
#20Paragon Capital Management LLCActive
Slight overlap · 3 shared positions
$CASY$UNP$BA
$216M
60 positions
#21RMG Wealth Management LLCActive
Slight overlap · 4 shared positions
$LNT$IBIT$AMGN$USB
$967M
534 positions
#22SAWGRASS ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$CASY$QCOM$UNP
$757M
193 positions
#23Secure Asset Management, LLCPassive
Slight overlap · 3 shared positions
$SCHW$IBIT$DOV
$753M
338 positions
#24BECKER CAPITAL MANAGEMENT INCActive
Slight overlap · 5 shared positions
$SCHW$QCOM$AMGN$USB$UNP
$3.7B
303 positions
#25NEW ENGLAND ASSET MANAGEMENT INCPassive
Slight overlap · 5 shared positions
$LNT$QCOM$AMGN$USB$WFC
$863M
131 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.