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Hedge Funds Similar to WESTCO ADVISORY SERVICES

13F Portfolio OverlapQ2 2026WESTCO ADVISORY SERVICES portfolio →
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Most similar hedge funds by 13F overlap

WESTCO ADVISORY SERVICES INC /ADV is an institutional investor managing $166M across 99 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 WESTCO ADVISORY SERVICES are Fi3 FINANCIAL ADVISORS, Pinnacle West Asset, CACTI ASSET, with shared positions in $STX, $ODFL, $BLK, $WMB, $AMGN, $BX. The full ranking of 25 similar funds is below.

#1Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$STX$ODFL$BLK$WMB
$418M
232 positions
#2Pinnacle West Asset Management, Inc.Passive
Some overlap · 6 shared positions
$STX$BLK$AMGN$BX$WMB$MCD
$145M
104 positions
#3CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$STX$BNY$BX$MS
$2.0B
76 positions
#4SHARPEPOINT LLCPassive
Some overlap · 3 shared positions
$STX$CLS$WMB
$200M
89 positions
#5VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$STX$MS$AMGN$VRTX$COR
$1.7B
345 positions
#6Riverview Trust CoActive
Some overlap · 4 shared positions
$STX$BLK$AMGN$MCD
$84M
166 positions
#7MWA Asset ManagementPassive
Some overlap · 3 shared positions
$STX$BX$VRTX
$221M
129 positions
#8Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$STX$BX$TMO
$214M
122 positions
#9Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$STX$AMGN$MCD
$229M
166 positions
#10Englebert Financial Advisers, LLCActive
Some overlap · 4 shared positions
$STX$FIX$HOOD$VRTX
$102M
65 positions
#11Evercore Wealth Management, LLCActive
Some overlap · 6 shared positions
$FIX$MS$BLK$BX$WMB$TMO
$7.1B
433 positions
#12Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$FIX$MS$CTAS$WMB$VRTX
$452M
134 positions
#13Steadtrust LLCPassive
Some overlap · 3 shared positions
$STX$BX$WMB
$198M
132 positions
#14Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$ODFL$BNY$AMGN$WMB$MCD
$754M
41 positions
#15Bay Rivers GroupPassive
Some overlap · 5 shared positions
$CLS$AMGN$BX$VRTX$STX
$293M
126 positions
#16Hedeker Wealth, LLCPassive
Some overlap · 5 shared positions
$FIX$MS$BLK$BX$VRTX
$524M
92 positions
#17Pettee Investors, Inc.Passive
Some overlap · 3 shared positions
$STX$BNY$MCD
$203M
115 positions
#18Range Financial Group LLCPassive
Some overlap · 3 shared positions
$STX$AMGN$MCD
$366M
206 positions
#19NatWest Group plcActive
Some overlap · 4 shared positions
$ODFL$MS$CTAS$AMGN
$560M
48 positions
#20SeaBridge Investment Advisors LLCPassive
Some overlap · 3 shared positions
$STX$AMGN$MS
$692M
188 positions
#21American State Bank (Iowa)Passive
Some overlap · 3 shared positions
$STX$AMGN$MCD
$247M
139 positions
#22MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$STX$BLK$AMGN$MCD
$272M
149 positions
#23Value Aligned Research Advisors, LLC
Some overlap · 3 shared positions
$STX$CLS$FIX
$40.1B
123 positions
#24Meredith Wealth PlanningActive
Some overlap · 3 shared positions
$STX$FIX$MCD
$424M
74 positions
#25PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$CLS$FIX$HOOD
$174M
92 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.