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 Westfuller Advisors

13F Portfolio OverlapQ2 2026Westfuller Advisors portfolio →

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Most similar hedge funds by 13F overlap

Westfuller Advisors, LLC is an institutional investor managing $275M across 765 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 Westfuller Advisors are McClarren Financial Advisors, Lincoln, KLINGENSTEIN FIELDS, with shared positions in $NU, $UNP, $SBUX, $DIS, $PEP, $AXP. The full ranking of 25 similar funds is below.

#1McClarren Financial Advisors, Inc.Active

Some overlap · 5 shared positions

$NU $UNP $SBUX $DIS $PEP

$198M

84 positions

#2Lincoln Capital LLCActive

Some overlap · 6 shared positions

$UNP $SBUX $AXP $DIS $BNY $PEP

$570M

138 positions

#3KLINGENSTEIN FIELDS & CO LPActive

Some overlap · 6 shared positions

$UNP $SBUX $DIS $PEP $TMO $NXPI

$2.9B

195 positions

#4Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$UNP $SBUX $AXP $DIS $PEP

$116M

240 positions

#5Perennial Advisors, LLCPassive

Some overlap · 5 shared positions

$UNP $SBUX $AXP $DIS $TMO

$669M

137 positions

#6CGC Financial Services, LLCActive

Some overlap · 4 shared positions

$NU $SBUX $AXP $PEP

$451M

338 positions

#7Fiduciary Group, LLCPassive

Some overlap · 5 shared positions

$UNP $AXP $DIS $PEP $SBUX

$1.3B

305 positions

#8Matthew Goff Investment Advisor, LLCPassive

Some overlap · 5 shared positions

$UNP $AXP $DIS $PEP $BNY

$672M

107 positions

#9Networth Advisors, LLCActive

Some overlap · 5 shared positions

$IAUM $DIS $PEP $BNY $TMO

$172M

383 positions

#10Aster Capital Management (DIFC) LtdPassive

Some overlap · 4 shared positions

$UNP $NU $SBUX $PEP

$470M

808 positions

#11Northstar Group, Inc.Active

Some overlap · 5 shared positions

$SBUX $UNP $AXP $DIS $PEP

$777M

168 positions

#12ALBION FINANCIAL GROUP /UTPassive

Some overlap · 5 shared positions

$SBUX $UNP $DIS $PEP $TMO

$1.8B

792 positions

#13MeadowBrook Investment Advisors LLCPassive

Some overlap · 5 shared positions

$SBUX $AXP $DIS $PEP $TMO

$126M

196 positions

#14a16z Perennial Management, L.P.Active

Some overlap · 4 shared positions

$NU $AXP $DIS $IAUM

$1.2B

63 positions

#15Silver Oak Advisory Group, Inc.Active

Some overlap · 3 shared positions

$NU $SBUX $UNP

$254M

86 positions

#16Evolution Advisers, Inc.Active

Some overlap · 4 shared positions

$NU $UNP $TMO $PEP

$272M

943 positions

#17JACOBS & CO/CAPassive

Some overlap · 4 shared positions

$UNP $SBUX $AXP $PEP

$1.2B

132 positions

#18Partners Group Holding AGActive

Some overlap · 3 shared positions

$NU $UNP $WMG

$1.5B

52 positions

#19Bigelow Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$AXP $SBUX $DIS $PEP $TMO

$281M

154 positions

#20Hixon Zuercher, LLCPassive

Some overlap · 4 shared positions

$UNP $SBUX $DIS $PEP

$347M

92 positions

#21Columbia Asset ManagementActive

Some overlap · 4 shared positions

$UNP $SBUX $AXP $PEP

$576M

168 positions

#22Fruth Investment ManagementPassive

Some overlap · 4 shared positions

$UNP $SBUX $AXP $PEP

$409M

224 positions

#23BOK Financial Private Wealth, Inc.Active

Some overlap · 4 shared positions

$IAUM $UNP $PEP $TMO

$1.9B

792 positions

#24CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 4 shared positions

$UNP $SBUX $AXP $TMO

$119M

77 positions

#25Chesley Taft & Associates LLCPassive

Some overlap · 5 shared positions

$AXP $DIS $PEP $UNP $TMO

$2.6B

365 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.