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Hedge Funds Similar to Westmount Partners

13F Portfolio OverlapQ2 2026Westmount Partners portfolio →
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Most similar hedge funds by 13F overlap

Westmount Partners, LLC is an institutional investor managing $457M across 275 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 Westmount Partners are Addison, SilverOak Wealth, Heritage Investment Group, with shared positions in $DOV, $MRVL, $QCOM, $DIS, $WFC, $CACI. The full ranking of 25 similar funds is below.

#1Addison Capital CoActive
Some overlap · 4 shared positions
$DOV$MRVL$QCOM$DIS
$610M
184 positions
#2SilverOak Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$MRVL$WFC
$777M
126 positions
#3Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$DOV$CACI$WFC
$744M
135 positions
#4MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$MRVL$WFC$DIS
$126M
196 positions
#5Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$DOV$QCOM$DIS$WFC
$226M
97 positions
#6Wilson & Boucher Capital Management, LLC
Some overlap · 3 shared positions
$DOV$WFC$QCOM
$170M
121 positions
#7SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$DOV$WFC$QCOM
$216M
78 positions
#8Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$DOV$WFC$DIS
$151M
58 positions
#9Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$CACI$WFC$DIS
$1.0B
765 positions
#10Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$DIS$QCOM
$418M
232 positions
#11Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$WFC$QCOM
$484M
126 positions
#12Yarbrough Capital, LLCSmart money
Some overlap · 3 shared positions
$DOV$HOOD$QCOM
$3.3B
88 positions
#13Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$DIS$QCOM
$208M
86 positions
#14STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DOV$CACI$DIS
$592M
181 positions
#15Bernardo Wealth Planning LLCActive
Some overlap · 3 shared positions
$DOV$WFC$MRVL
$585M
139 positions
#16Rakuten Investment Management, Inc.
Some overlap · 3 shared positions
$DOV$WFC$QCOM
$34.6B
467 positions
#17Prudent Man Investment Management, Inc.Smart money
Some overlap · 3 shared positions
$DOV$WFC$DIS
$293M
169 positions
#18Ridgewood Investments LLCPassive
Some overlap · 3 shared positions
$DOV$QCOM$DIS
$267M
208 positions
#19GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DOV$WFC$QCOM$DIS
$949M
245 positions
#20TrueNorth, Inc.Passive
Slight overlap · 3 shared positions
$MRVL$DOV$QCOM
$1.6B
1,393 positions
#21CloudAlpha Capital Management Limited/Hong KongActive
Slight overlap · 3 shared positions
$MRVL$HOOD$QCOM
$3.5B
36 positions
#22Tairen Capital LtdActive
Slight overlap · 3 shared positions
$MRVL$HOOD$QCOM
$1.1B
44 positions
#23SIERRA SUMMIT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$MRVL$HOOD$DIS
$895M
185 positions
#24Baker Avenue Asset Management, LPPassive
Slight overlap · 3 shared positions
$MRVL$HOOD$QCOM
$5.3B
818 positions
#25STEVENS CAPITAL MANAGEMENT LPPassive
Slight overlap · 3 shared positions
$MRVL$WFC$QCOM
$417M
213 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.