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 Wealth

13F Portfolio OverlapQ2 2026Western Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Western Wealth Management, LLC is an institutional investor managing $3.1B across 1,006 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 Wealth are Fourth Dimension Wealth, Fairvoy Private Wealth, Global Financial Private Client, with shared positions in $STT, $GLW, $CRWD, $MCD, $QCOM, $LAZ. The full ranking of 25 similar funds is below.

#1Fourth Dimension Wealth, LLCPassive

Slight overlap · 4 shared positions

$STT $GLW $CRWD $MCD

$316M

679 positions

#2Fairvoy Private Wealth, LLCPassive

Slight overlap · 4 shared positions

$STT $GLW $CRWD $MCD

$496M

210 positions

#3Global Financial Private Client, LLCPassive

Slight overlap · 4 shared positions

$STT $GLW $QCOM $MCD

$362M

236 positions

#4Stonebridge Capital Advisors LLCPassive

Slight overlap · 4 shared positions

$STT $GLW $QCOM $MCD

$1.6B

215 positions

#5Capital Advisors Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$STT $CRWD $QCOM $MCD

$888M

233 positions

#6Hudson Value Partners, LLCPassive

Slight overlap · 4 shared positions

$GLW $CRWD $QCOM $MCD

$399M

113 positions

#7JACOBS & CO/CAPassive

Slight overlap · 4 shared positions

$GLW $CRWD $QCOM $MCD

$1.2B

132 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Slight overlap · 4 shared positions

$GLW $CRWD $QCOM $MCD

$504M

136 positions

#9Zullo Investment Group, Inc.Active

Slight overlap · 4 shared positions

$CRWD $STT $QCOM $MCD

$310M

156 positions

#10Alliance Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$LAZ $STT $GLW

$317M

174 positions

#11JSF Financial, LLCActive

Slight overlap · 3 shared positions

$LAZ $STT $GLW

$655M

146 positions

#12Redwood Financial Network CorpPassive

Slight overlap · 3 shared positions

$LAZ $STT $CRWD

$180M

192 positions

#13Stratos Wealth Partners, LTD.Passive

Slight overlap · 4 shared positions

$CRWD $GLW $QCOM $MCD

$9.9B

1,690 positions

#14TOMPKINS FINANCIAL CORPPassive

Slight overlap · 3 shared positions

$LAZ $GLW $MCD

$1.4B

558 positions

#15Fortress Financial Solutions, LLC

Slight overlap · 3 shared positions

$STT $GLW $CRWD

$118M

66 positions

#16South Shore Capital AdvisorsPassive

Slight overlap · 3 shared positions

$STT $GLW $CRWD

$146M

157 positions

#17Stonebridge Financial Group, LLC/CAPassive

Slight overlap · 3 shared positions

$STT $GLW $CRWD

$722M

310 positions

#18Fairscale Capital, LLCActive

Slight overlap · 3 shared positions

$STT $GLW $CRWD

$167M

441 positions

#19M3 Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$STT $GLW $CRWD

$193M

156 positions

#20SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$STT $GLW $QCOM

$167M

118 positions

#21Diligent Investors, LLCPassive

Slight overlap · 3 shared positions

$STT $GLW $QCOM

$455M

362 positions

#22TOEWS CORP /ADVActive

Slight overlap · 3 shared positions

$STT $GLW $QCOM

$686M

151 positions

#23SACKS & ASSOCIATES, LLCPassive

Slight overlap · 3 shared positions

$STT $CRWD $QCOM

$143M

79 positions

#24ESG Planning DBA Harper InvestingPassive

Slight overlap · 3 shared positions

$STT $CRWD $QCOM

$323M

86 positions

#25Coastline Trust CoActive

Slight overlap · 3 shared positions

$LAZ $QCOM $MCD

$1.1B

347 positions

Compare Western Wealth’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 Wealth’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.