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Hedge Funds Similar to Westchester

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

Westchester Capital Management, Inc. is an institutional investor managing $555M across 46 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 Westchester are Wealth Advisors of Tampa Bay, M3 Wealth, OPUS INVESTMENT, with shared positions in $BNY, $WM, $MCD, $LMT, $MDT, $CRM. The full ranking of 25 similar funds is below.

#1Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 9 shared positions
$BNY$WM$MCD$LMT$MDT$CRM
$327M
94 positions
#2M3 Wealth Management, LLCActive
Notable overlap · 5 shared positions
$VLO$WM$LMT$DIS$PEP
$154M
35 positions
#3OPUS INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$WM$MCHP$MCD$LMT$PEP
$183M
31 positions
#4Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$BNY$WM$LMT$MCD$AXP
$358M
74 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 6 shared positions
$WM$LMT$MCD$PFE$DIS$LOW
$529M
75 positions
#6Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 6 shared positions
$MCD$WM$LMT$PFE$PEP$VZ
$199M
38 positions
#7Stillwater Wealth Management Group
Notable overlap · 5 shared positions
$WM$MCD$LMT$PFE$VZ
$162M
77 positions
#8CORDA Investment Management, LLC.Active
Notable overlap · 6 shared positions
$BNY$MCD$MDT$PFE$PEP$VZ
$1.6B
85 positions
#9ALLEN WEALTH MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$BNY$LMT$MDT$PFE$WM$PEP
$205M
60 positions
#10Miramar Capital, LLCPassive
Notable overlap · 5 shared positions
$WM$LMT$MCD$PEP$VZ
$455M
57 positions
#11DLK Investment Management, LLCPassive
Notable overlap · 6 shared positions
$WM$MCD$MDT$BDX$DIS$PEP
$235M
96 positions
#12Vertrix Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$BNY$LMT$WM$MCD$LOW$AXP
$297M
103 positions
#13BOYAR ASSET MANAGEMENT INC.Active
Notable overlap · 7 shared positions
$BNY$PFE$CRM$MCD$DIS$WM
$174M
77 positions
#14Signet Investment Advisory Group, Inc.Passive
Notable overlap · 7 shared positions
$WM$MCD$MDT$PFE$LMT$PEP
$227M
73 positions
#15HAMEL ASSOCIATES, INC.Passive
Notable overlap · 5 shared positions
$BNY$MCD$LMT$PEP$VZ
$363M
92 positions
#16Summit Financial Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$VLO$LMT$PFE$T$BA
$782M
225 positions
#17RBO & CO LLCActive
Some overlap · 6 shared positions
$MCD$WM$LMT$DIS$PEP$PFE
$628M
56 positions
#18Willis Investment CounselActive
Some overlap · 8 shared positions
$LMT$MDT$VLO$PFE$MCD$PEP
$2.1B
125 positions
#19MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 4 shared positions
$VLO$WM$LMT$BA
$519M
123 positions
#20LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$WM$MCD$CRM
$138M
71 positions
#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LMT$MCD$MDT$T$PEP$VZ
$233M
122 positions
#22Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$BNY$MCD$PEP$LOW
$108M
52 positions
#23GPM Growth Investors, Inc.Active
Some overlap · 4 shared positions
$MCHP$MCD$WM$CRM
$239M
43 positions
#24Ark Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$VLO$LMT$WM$MCD$PEP$LOW
$113M
87 positions
#25PICTET BANK & TRUST LtdActive
Some overlap · 3 shared positions
$WM$MCD$CRM
$93M
38 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.