13F Pro

Hedge Funds Similar to Western Reserve

13F Portfolio OverlapQ3 2026Western Reserve portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Western Reserve Capital Management, LLC is an institutional investor managing $141M across 54 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 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
$435M
70 positions
#6Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$SYK$NOC$TT
$455M
118 positions
#7TruNorth Capital Management, LLCSmart money
Some overlap · 4 shared positions
$SYK$MDY$TT$PH
$641M
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
$408M
98 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
$454M
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
$416M
126 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
$420M
172 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
$199M
69 positions
#23Segment Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PH$SYK$SHW
$1.9B
315 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

Compare Western Reserve’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 Western Reserve’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.