What hedge funds are most similar to Western Financial Corp/CA?

The funds with the most similar 13F portfolios to Western Financial Corp/CA are Dorsey Wright & Associates, Genus, PATTON FUND, based on overlapping conviction holdings in the latest SEC filings.

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 Western Financial

13F Portfolio OverlapQ3 2026Western Financial portfolio →

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Most similar hedge funds by 13F overlap

Western Financial Corp/CA is an institutional investor managing $300M across 136 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 Western Financial are Dorsey Wright & Associates, Genus, PATTON FUND, with shared positions in $BNY, $WDC, $ARWR, $GM, $STX, $APH. The full ranking of 25 similar funds is below.

#1Dorsey Wright & AssociatesPassive

Notable overlap · 10 shared positions

$BNY $WDC $ARWR $GM $STX $APH

$590M

131 positions

#2Genus Capital Management Inc.Passive

Notable overlap · 7 shared positions

$STX $BNY $TXN $WDC $ADI $KLAC

$1.0B

204 positions

#3PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$STX $WDC $TXN $ADI $KLAC $TER

$389M

77 positions

#4Goldstream Capital Management LtdActive

Notable overlap · 7 shared positions

$STX $WDC $TXN $ASML $MRVL $TER

$132M

45 positions

#5Gunderson Capital Management Inc.Active

Some overlap · 6 shared positions

$STX $ASML $ADI $KLAC $MRVL $PWR

$359M

54 positions

#6ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 7 shared positions

$WDC $TXN $ADI $KLAC $APH $MRVL

$409M

182 positions

#7Geneva Partners, LLCPassive

Some overlap · 7 shared positions

$STX $ASML $KLAC $MRVL $TER $HWM

$334M

81 positions

#8Night Squared LPPassive

Some overlap · 5 shared positions

$STX $WDC $TXN $ASML $ADI

$930M

69 positions

#9GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 9 shared positions

$STX $ASML $KLAC $MRVL $TXN $WDC

$7.7B

616 positions

#10Axecap Investments, LLCPassive

Some overlap · 7 shared positions

$BNY $TXN $ADI $KLAC $CRWD $IBKR

$169M

77 positions

#11Markin Volterra Fund LPActive

Some overlap · 7 shared positions

$WDC $STX $KLAC $APH $MRVL $PWR

$147M

69 positions

#12BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 7 shared positions

$STX $WDC $KLAC $MRVL $TER $ASML

$462M

122 positions

#13Winslow Capital Management, LLCActive

Some overlap · 7 shared positions

$STX $ASML $ADI $KLAC $APH $PWR

$29.1B

66 positions

#14CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 5 shared positions

$STX $LMT $GM $KLAC $CRWD

$1.3B

88 positions

#15VMS Asset Management LimitedActive

Some overlap · 6 shared positions

$STX $WDC $MRVL $TER $CRWD $IBKR

$264M

32 positions

#16Sound Capital Solutions LLCPassive

Some overlap · 6 shared positions

$STX $WDC $KLAC $ADI $APH $TER

$427M

309 positions

#17CHAPIN DAVIS, INC.Passive

Some overlap · 5 shared positions

$STX $WDC $KLAC $MRVL $HWM

$520M

258 positions

#18PINNBROOK CAPITAL MANAGEMENT LPPassive

Some overlap · 5 shared positions

$STX $WDC $TXN $PWR $HWM

$938M

103 positions

#19Optimize Financial IncPassive

Some overlap · 6 shared positions

$STX $WDC $ADI $KLAC $APH $TER

$557M

588 positions

#20Fedenia Advisers LLCActive

Some overlap · 5 shared positions

$STX $WDC $KLAC $MRVL $TER

$425M

121 positions

#21Park Capital Management, LLC / WIPassive

Some overlap · 6 shared positions

$STX $WDC $KLAC $MRVL $TER $IBKR

$197M

224 positions

#22Pinion Investment Advisors, LLCActive

Some overlap · 4 shared positions

$ARWR $KLAC $LMT $TER

$527M

205 positions

#23Williamson Legacy Group, LLCPassive

Some overlap · 5 shared positions

$STX $WDC $BNY $TER $HWM

$201M

75 positions

#24CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$WFC $TXN $ADI $KLAC $APH

$1.3B

99 positions

#25Parkway Wealth Management Group, LLCActive

Some overlap · 6 shared positions

$STX $WDC $TER $HWM $TXN $ARWR

$869M

144 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.