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Hedge Funds Similar to Westover Advisors

13F Portfolio OverlapQ3 2026Westover Advisors portfolio →
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Most similar hedge funds by 13F overlap

Westover Capital Advisors, LLC is an institutional investor managing $616M across 244 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 Westover Advisors are Davidson, Legacy Bridge, WESPAC Advisors SoCal, with shared positions in $KLAC, $EME, $EXEL, $ENSG, $PWR, $VRT. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$KLAC$EME$EXEL$ENSG$PWR$VRT
$604M
99 positions
#2Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$CLS$ASML$DE$PWR$VRT
$324M
322 positions
#3WESPAC Advisors SoCal, LLCPassive
Some overlap · 6 shared positions
$EME$WELL$GD$IAU$VST$VRT
$553M
119 positions
#4PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$KLAC$EME$IAU$GLW$VRT
$389M
77 positions
#5Bensler, LLCPassive
Some overlap · 5 shared positions
$KLAC$VST$ASML$PWR$VRT
$1.1B
198 positions
#6Benchmark Investment Advisors LLCActive
Some overlap · 5 shared positions
$KLAC$ASML$EME$VRT$WELL
$228M
70 positions
#7Close Asset Management LtdActive
Some overlap · 5 shared positions
$KLAC$EME$CLS$COR$DE
$3.8B
269 positions
#8WASHINGTON TRUST CoPassive
Some overlap · 5 shared positions
$KLAC$ASML$GLW$EME$PWR
$3.2B
291 positions
#9Trust Investment AdvisorsPassive
Some overlap · 3 shared positions
$CLS$KLAC$DE
$229M
102 positions
#10Security National BankPassive
Some overlap · 5 shared positions
$KLAC$ASML$DE$GLW$CASY
$865M
473 positions
#11Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$CLS$KLAC$PWR
$248M
55 positions
#12Gunderson Capital Management Inc.Active
Some overlap · 4 shared positions
$KLAC$CLS$ASML$PWR
$359M
54 positions
#13Impact Investors, IncActive
Some overlap · 5 shared positions
$KLAC$ASML$IAU$PWR$FTDR
$137M
88 positions
#14Telligent Fund, LPActive
Some overlap · 4 shared positions
$KLAC$CLS$GLW$VRT
$136M
23 positions
#15Monument Capital ManagementPassive
Some overlap · 5 shared positions
$KLAC$EME$EXEL$PWR$CASY
$480M
255 positions
#16BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$VST$ASML$IAU$GLW$VRT
$543M
140 positions
#17Capital International, Inc./CA/Active
Some overlap · 4 shared positions
$KLAC$ASML$WELL$DE
$14.3B
302 positions
#18Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 4 shared positions
$KLAC$ASML$WELL$DE
$664M
143 positions
#19Capital International SarlActive
Some overlap · 4 shared positions
$KLAC$ASML$WELL$DE
$7.1B
287 positions
#20Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$ASML$WELL$PWR
$1.6B
184 positions
#21Capital International InvestorsActive
Some overlap · 4 shared positions
$KLAC$WELL$ASML$DE
$483.6B
446 positions
#22Inspire Investing, LLCPassive
Some overlap · 5 shared positions
$KLAC$WELL$EME$VRT$CASY
$2.4B
1,285 positions
#23Geneva Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$ASML$GLW$VRT$PWR
$334M
81 positions
#24Paragon Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$DE$GLW$PWR$GD
$326M
192 positions
#25MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 5 shared positions
$EME$CLS$ASML$GLW$VRT
$657M
117 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.