13F Pro

Hedge Funds Similar to Westerkirk

13F Portfolio OverlapQ2 2026Westerkirk portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Westerkirk Capital Inc. is an institutional investor managing $1.0B across 212 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 Westerkirk are Axecap Investments, Ayrshire, BNC WEALTH, with shared positions in $KLAC, $TXN, $ANET, $ROST, $FTNT, $TJX. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive
Notable overlap · 5 shared positions
$KLAC$TXN$ANET$ROST$FTNT
$181M
73 positions
#2Ayrshire Capital Management LLCPassive
Notable overlap · 4 shared positions
$KLAC$TJX$ANET$ETN
$214M
50 positions
#3BNC WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$KLAC$TJX$ANET$ETN$APD
$414M
106 positions
#4Railway Pension Investments LtdActive
Notable overlap · 5 shared positions
$KLAC$TXN$ANET$TMO$PH
$8.0B
102 positions
#5PRIMECAP MANAGEMENT CO/CA/Active
Notable overlap · 6 shared positions
$KLAC$TXN$ROST$TJX$AZN$ADBE
$169.1B
324 positions
#6Smith Group Asset Management, LLCActive
Notable overlap · 5 shared positions
$KLAC$TJX$ANET$PH$APP
$2.5B
166 positions
#7LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$KLAC$TJX$ANET$PH
$218M
80 positions
#8JLB & ASSOCIATES INCPassive
Notable overlap · 4 shared positions
$KLAC$TJX$ROST$WSM
$748M
68 positions
#9Vivid Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$KLAC$TJX$ANET$ETN$APD$TPL
$284M
73 positions
#10DIVIDEND ASSETS CAPITAL, LLCPassive
Notable overlap · 5 shared positions
$KLAC$TXN$PH$TJX$WSM
$517M
137 positions
#11Alcosta Capital Management, Inc.Active
Notable overlap · 4 shared positions
$KLAC$TJX$ANET$ROST
$148M
22 positions
#12Teamwork Financial Advisors, LLCPassive
Notable overlap · 6 shared positions
$KLAC$TJX$ANET$ETN$APD$TPL
$1.1B
215 positions
#13Leelyn Smith, LLCActive
Notable overlap · 5 shared positions
$KLAC$ETN$TMO$TXN$ANET
$822M
157 positions
#14VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 4 shared positions
$KLAC$TJX$PH$FTNT
$255M
160 positions
#15Avanda Investment Management Pte. Ltd.Active
Some overlap · 4 shared positions
$KLAC$TXN$TMO$ANET
$299M
39 positions
#16ALBERT D MASON INCPassive
Some overlap · 5 shared positions
$KLAC$ETN$PH$ATO$GRMN
$176M
139 positions
#17Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$TJX$TXN$ETN$TMO$APD
$339M
49 positions
#18MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$TJX$SLB
$659M
150 positions
#19Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$KLAC$TXN$TMO$ADBE$GRMN
$650M
125 positions
#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TJX$TXN$ANET$SLB$TMO
$499M
73 positions
#21Acumen Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$KLAC$ANET$ETN$TJX$PH$TMO
$472M
493 positions
#22Inspire Investing, LLCPassive
Some overlap · 6 shared positions
$KLAC$ANET$PH$FTNT$SLB$APP
$2.4B
1,266 positions
#23NICHOLAS COMPANY, INC.Active
Some overlap · 6 shared positions
$TJX$TXN$KLAC$ETN$TMO$AZN
$5.5B
195 positions
#24Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$TJX$ETN
$1.6B
184 positions
#25First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$TJX$TXN$ANET$FTNT$ADBE
$499M
126 positions

Compare Westerkirk’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Westerkirk’s holdings

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.