How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to WestEnd Advisors

13F Portfolio OverlapQ3 2026WestEnd Advisors portfolio →

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Most similar hedge funds by 13F overlap

WestEnd Advisors, LLC is an institutional investor managing $4.5B across 427 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 WestEnd Advisors are Nexus Investment ULC, Longview Partners (Guernsey) LTD, CAMDEN NATIONAL BANK, with shared positions in $TMO, $TXN, $MDT, $UPS, $GILD, $CRM. The full ranking of 25 similar funds is below.

#1Nexus Investment Management ULCActive

Notable overlap · 5 shared positions

$TMO $TXN $MDT $UPS $GILD

$808M

73 positions

#2Longview Partners (Guernsey) LTDActive

Notable overlap · 4 shared positions

$TXN $TMO $CRM $SPGI

$6.2B

23 positions

#3CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$CB $TJX $TMUS $TMO $TXN $MDT

$767M

184 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$PEP $MDT $QCOM $TXN $TMO $AMGN

$1.2B

100 positions

#5PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$TMO $PEP $SPGI $TJX

$837M

90 positions

#6BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TMO $TXN $INTU $TJX $SPGI $PEP

$529M

72 positions

#7Encore Global Management, LPPassive

Notable overlap · 6 shared positions

$TMO $CRM $QCOM $REGN $TMUS $ET

$102M

53 positions

#8Guinness Asset Management LTDActive

Notable overlap · 4 shared positions

$TXN $MDT $PEP $TMO

$5.9B

141 positions

#9Palouse Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$MDT $QCOM $UPS $TXN $REGN

$160M

124 positions

#10Unisphere EstablishmentActive

Notable overlap · 4 shared positions

$TMO $SPGI $INTU $TJX

$11.7B

56 positions

#11Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$TJX $TXN $PEP $SPGI $TMO $MDT

$339M

49 positions

#12WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 5 shared positions

$CB $MDT $UPS $PEP $TXN

$742M

119 positions

#13Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $TXN $CB $QCOM $PEP $GILD

$455M

118 positions

#14SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$QCOM $UPS $TMO $MDT $REGN

$3.2B

40 positions

#15NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 6 shared positions

$TJX $PEP $QCOM $TMO $INTU $MDT

$1.7B

110 positions

#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$CB $PEP $QCOM $MDT $AMGN

$203M

58 positions

#17Dash Acquisitions Inc.Active

Notable overlap · 4 shared positions

$SPGI $CRM $TMO $INTU

$494M

72 positions

#18Lindsell Train LtdSmart money

Notable overlap · 4 shared positions

$TMO $PEP $INTU $SPGI

$2.6B

28 positions

#19Advanced Asset Management Advisors IncActive

Notable overlap · 6 shared positions

$TXN $QCOM $TMUS $PEP $UPS $AMGN

$387M

88 positions

#20Positano Wealth Management LtdSmart money

Notable overlap · 5 shared positions

$CB $CRM $QCOM $INTU $SPGI

$185M

24 positions

#21James Hambro & Partners LLPActive

Notable overlap · 5 shared positions

$TXN $TMO $SPGI $TJX $PEP

$2.9B

68 positions

#22Eldred Rock Partners, LLCActive

Notable overlap · 3 shared positions

$TXN $TMO $PEP

$451M

29 positions

#23ROCKLAND TRUST COPassive

Notable overlap · 6 shared positions

$PEP $TXN $TJX $TMO $SPGI $INTU

$2.6B

320 positions

#24ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 5 shared positions

$TXN $CB $PEP $TJX $TMO

$2.0B

91 positions

#25Maytus Capital Management, LLCActive

Notable overlap · 3 shared positions

$TXN $CRM $TMUS

$636M

62 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.