What hedge funds are most similar to Western Pacific Wealth Management, LP?

The funds with the most similar 13F portfolios to Western Pacific Wealth Management, LP are HARRIS ASSOCIATES L P, Sendero Wealth, Hosking Partners LLP, 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 Pacific Wealth

13F Portfolio OverlapQ2 2026Western Pacific Wealth portfolio →

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Most similar hedge funds by 13F overlap

Western Pacific Wealth Management, LP is an institutional investor managing $111M across 181 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 Western Pacific Wealth are HARRIS ASSOCIATES L P, Sendero Wealth, Hosking Partners LLP, with shared positions in $SCHW, $ELV, $ABNB, $KDP, $WFC, $COF. The full ranking of 25 similar funds is below.

#1HARRIS ASSOCIATES L PActive

Notable overlap · 13 shared positions

$SCHW $ELV $ABNB $KDP $WFC $COF

$75.4B

162 positions

#2Sendero Wealth Management, LLCActive

Some overlap · 8 shared positions

$SCHW $ABNB $KDP $COF $MRSH $CBRE

$1.0B

209 positions

#3Hosking Partners LLPActive

Some overlap · 8 shared positions

$MPC $ELV $WFC $COF $AIG $CBRE

$3.0B

98 positions

#4Poehling Capital Management, INC.Passive

Some overlap · 6 shared positions

$SCHW $MPC $KDP $WFC $AIG $C

$466M

166 positions

#5POWER WEALTH MANAGEMENT LLCActive

Some overlap · 6 shared positions

$SCHW $ELV $ABNB $COF $C $ICE

$291M

118 positions

#6Oregon Pacific Wealth Management, LLCActive

Some overlap · 6 shared positions

$SCHW $ELV $ABNB $WFC $ICE $IQV

$107M

115 positions

#7SPWM Advisors LLCActive

Some overlap · 6 shared positions

$SCHW $ELV $ABNB $WFC $ICE $IQV

$108M

90 positions

#8TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$SCHW $ELV $WFC $SYY $ICE $IQV

$143M

104 positions

#9Algebris (UK) LtdActive

Some overlap · 6 shared positions

$SCHW $WFC $COF $AIG $MRSH $ICE

$1.5B

73 positions

#10Artisan Partners Limited PartnershipActive

Some overlap · 6 shared positions

$SCHW $ELV $MRSH $CBRE $C $IQV

$63.1B

341 positions

#11Timber Creek Capital Management LLCPassive

Some overlap · 5 shared positions

$SCHW $ASML $ELV $ABNB $ICE

$490M

80 positions

#12Intrinsic Value Partners, LLCActive

Some overlap · 5 shared positions

$SCHW $ASML $ABNB $WFC $C

$146M

73 positions

#13Blume Capital Management, Inc.Passive

Some overlap · 5 shared positions

$SCHW $ELV $WFC $COF $C

$684M

359 positions

#14Bayesian Capital Management, LPPassive

Some overlap · 5 shared positions

$PLTR $ASML $WFC $C $ICE

$156M

223 positions

#15CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive

Some overlap · 5 shared positions

$PLTR $ELV $WFC $SCHW $C

$23.0B

320 positions

#16ADAPT Investment Managers SAActive

Some overlap · 5 shared positions

$PLTR $ABNB $WFC $AIG $C

$12.6B

133 positions

#17Trajan Wealth LLCActive

Some overlap · 5 shared positions

$SCHW $ELV $ABNB $WFC $IQV

$2.6B

152 positions

#18Van Diest Capital, LLCPassive

Some overlap · 5 shared positions

$SCHW $ELV $WFC $ASML $IQV

$112M

176 positions

#19Qsemble Capital Management, LPPassive

Some overlap · 6 shared positions

$WFC $COF $AIG $C $ICE $IBKR

$781M

371 positions

#20Voya Financial Advisors, Inc.Smart money

Some overlap · 5 shared positions

$SCHW $ELV $WFC $ABNB $IQV

$1.1B

208 positions

#21Carlson Capital, L.P.Passive

Some overlap · 6 shared positions

$WFC $COF $CBRE $AZO $ICE $WBD

$494M

74 positions

#22JOHNSTON ASSET MANAGEMENT CORPActive

Some overlap · 5 shared positions

$SCHW $ASML $MRSH $C $IQV

$2.9B

77 positions

#23One Wealth Map LLCActive

Some overlap · 5 shared positions

$SCHW $ELV $ABNB $ICE $IQV

$220M

106 positions

#24Tranquilli Financial Advisor LLCPassive

Some overlap · 5 shared positions

$SCHW $ELV $WFC $ICE $IQV

$186M

135 positions

#25CRUX WEALTH ADVISORSPassive

Some overlap · 5 shared positions

$SCHW $ELV $WFC $ICE $IQV

$289M

192 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.