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Hedge Funds Similar to Western Reserve

13F Portfolio OverlapQ2 2026Western Reserve portfolio →
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Most similar hedge funds by 13F overlap

Western Reserve Capital Management, LLC is an institutional investor managing $135M across 53 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 Reserve are CHILTON INVESTMENT, Pegasus Asset, EVEXIA WEALTH, with shared positions in $SHW, $PH, $BX, $SYK, $MDY, $NOC. The full ranking of 25 similar funds is below.

#1CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$SHW$PH$BX
$4.2B
299 positions
#2Pegasus Asset Management, Inc.Passive
Some overlap · 3 shared positions
$PH$SYK$MDY
$351M
75 positions
#3EVEXIA WEALTH LLCPassive
Some overlap · 4 shared positions
$PH$SYK$NOC$TT
$369M
77 positions
#4Regents Gate Capital LLPActive
Some overlap · 3 shared positions
$PH$SHW$TT
$75M
37 positions
#5CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$PH$SHW$SYK
$456M
67 positions
#6Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$SYK$NOC$TT
$467M
118 positions
#7TruNorth Capital Management, LLCSmart money
Some overlap · 4 shared positions
$SYK$MDY$TT$PH
$623M
123 positions
#8Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$SYK$MDY$BX
$2.9B
350 positions
#9S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$SHW$SYK$NOC
$379M
88 positions
#10Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$SYK$MDY$BX$WELL
$1.0B
160 positions
#11CWS Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SYK$MDY$PH
$451M
171 positions
#12Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$PH$TT$WELL
$253M
63 positions
#13LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SYK$TT$NOC
$273M
104 positions
#14Taylor Financial Group, Inc.Active
Some overlap · 3 shared positions
$PH$MDY$BX
$182M
103 positions
#15Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$STX$NOC$BX$SHW
$134M
103 positions
#16ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 3 shared positions
$SYK$MDY$STX
$406M
127 positions
#17Sandro Wealth Management LLCPassive
Some overlap · 4 shared positions
$PH$TT$NOC$STX
$138M
103 positions
#18KP Management LLCPassive
Some overlap · 3 shared positions
$SHW$STX$PH
$532M
86 positions
#19BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$PH$BX$WELL
$4.1B
151 positions
#20RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PH$TT$WELL$MDY
$414M
188 positions
#21King Wealth Management GroupActive
Some overlap · 3 shared positions
$PH$TT$BX
$914M
176 positions
#22SFM, LLCActive
Some overlap · 3 shared positions
$MDY$SHW$SYK
$195M
69 positions
#23Segment Wealth Management, LLCActive
Some overlap · 3 shared positions
$PH$SYK$SHW
$1.9B
312 positions
#2411 Capital Partners LPActive
Some overlap · 3 shared positions
$SHW$TT$BX
$368M
22 positions
#25Winslow Capital Management, LLCActive
Some overlap · 3 shared positions
$STX$PH$TT
$29.1B
66 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.