13F Pro

Hedge Funds Similar to WestHill Financial Advisors

13F Portfolio OverlapQ2 2026WestHill Financial Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WestHill Financial Advisors, Inc. is an institutional investor managing $587M across 82 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 WestHill Financial Advisors are Navera Investment Ltd., MCRAE, Palouse, with shared positions in $MRSH, $ACN, $TMO, $UPS, $VST, $QCOM. The full ranking of 25 similar funds is below.

#1Navera Investment Management Ltd.Active
Some overlap · 3 shared positions
$MRSH$ACN$TMO
$3.7B
56 positions
#2MCRAE CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MRSH$ACN$TMO
$508M
113 positions
#3Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MRSH$UPS$VST$QCOM
$160M
124 positions
#4Davis Asset Management, L.P.Active
Some overlap · 3 shared positions
$TCBK$WAL$ACN
$3.9B
85 positions
#5London & Capital Asset Management LtdActive
Some overlap · 3 shared positions
$MRSH$TMO$QCOM
$10.9B
203 positions
#6Broadway Wealth Solutions, Inc.Smart money
Some overlap · 3 shared positions
$MRSH$ACN$TMO
$214M
92 positions
#7Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$ACN$PH$DHR$TMO
$129M
79 positions
#8Harrington Investments, INCPassive
Some overlap · 3 shared positions
$MRSH$TMO$QCOM
$206M
82 positions
#9Cove Private Wealth, LLCPassive
Some overlap · 5 shared positions
$UPS$PH$DHR$QCOM$TMO
$518M
207 positions
#10Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$MRSH$ACN$UPS
$312M
102 positions
#11CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$ACN$WAL$TMO$QCOM
$6.9B
64 positions
#12EdgePoint Investment Group Inc.Active
Some overlap · 3 shared positions
$MRSH$TMO$PH
$13.2B
39 positions
#13Bell Asset Management LtdPassive
Some overlap · 3 shared positions
$MRSH$ACN$TMO
$375M
63 positions
#14CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Slight overlap · 3 shared positions
$ACN$UPS$PH
$3.1B
340 positions
#15Distillate Capital Partners LLCPassive
Slight overlap · 3 shared positions
$MRSH$ACN$VST
$1.9B
118 positions
#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Slight overlap · 4 shared positions
$PH$DHR$TMO$QCOM
$10.3B
565 positions
#17Rhenman & Partners Asset Management ABActive
Slight overlap · 3 shared positions
$NRIX$DHR$TMO
$1.1B
99 positions
#18SOUND SHORE MANAGEMENT INC /CT/Active
Slight overlap · 4 shared positions
$UPS$VST$TMO$QCOM
$3.2B
40 positions
#19Stronghold Wealth Management L.L.C.Passive
Slight overlap · 4 shared positions
$PH$DHR$TMO$QCOM
$75M
131 positions
#20BOSTON FAMILY OFFICE LLCPassive
Slight overlap · 3 shared positions
$MRSH$PH$TMO
$1.6B
314 positions
#21Mendel Money ManagementPassive
Slight overlap · 4 shared positions
$UPS$DHR$ACN$TMO
$273M
127 positions
#22CINCINNATI FINANCIAL CORPActive
Slight overlap · 4 shared positions
$MRSH$ACN$TMO$QCOM
$5.2B
56 positions
#23BONNESS ENTERPRISES INCSmart money
Slight overlap · 3 shared positions
$MRSH$UPS$TMO
$310M
37 positions
#24Ironwood Investment Counsel, LLCPassive
Slight overlap · 3 shared positions
$ACN$UPS$QCOM
$762M
267 positions
#25STANSBERRY ASSET MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PH$PCG$DHR
$1.1B
145 positions

Compare WestHill Financial Advisors’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 WestHill Financial Advisors’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.