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Hedge Funds Similar to Westside Investment

13F Portfolio OverlapQ2 2026Westside Investment portfolio →
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Most similar hedge funds by 13F overlap

Westside Investment Management, Inc. is an institutional investor managing $761M across 1,446 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 Westside Investment are WESTPORT ASSET, Minneapolis Portfolio Group, Valtrion, with shared positions in $COHR, $UBER, $URI, $CVS, $GILD, $QCOM. The full ranking of 25 similar funds is below.

#1WESTPORT ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$COHR$UBER$URI$CVS$GILD
$245M
80 positions
#2Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$COHR$UBER$QCOM$HPE
$1.1B
34 positions
#3Valtrion Capital Management, LLCActive
Some overlap · 7 shared positions
$SNOW$UBER$NOC$SHOP$CRWD$STX
$134M
103 positions
#4Ardmore Road Asset Management LPPassive
Some overlap · 4 shared positions
$UBER$COHR$SHOP$QCOM
$1.7B
70 positions
#5TICINO WEALTHPassive
Some overlap · 5 shared positions
$COHR$QCOM$AMGN$CRWD$BX
$317M
135 positions
#6Steadtrust LLCPassive
Some overlap · 5 shared positions
$COHR$QCOM$HPE$STX$BX
$198M
132 positions
#7Panoramic Capital, LLCActive
Some overlap · 4 shared positions
$ETON$SNOW$STX$COHR
$232M
43 positions
#8Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$COHR$URI$UBER$BX
$524M
92 positions
#9NZS Capital, LLCActive
Some overlap · 5 shared positions
$URI$SHOP$SNOW$UBER$CRWD
$3.9B
61 positions
#10Sound Capital Solutions LLCPassive
Some overlap · 5 shared positions
$UBER$COHR$SNOW$HPE$STX
$427M
309 positions
#11Roberts Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$COHR$SNOW$QCOM$CRWD
$440M
111 positions
#12Lumbard & Kellner, LLCPassive
Some overlap · 3 shared positions
$ETON$HROW$NOC
$330M
108 positions
#13EPG Wealth Management LLCPassive
Some overlap · 6 shared positions
$URI$SNOW$AMGN$QCOM$STX$BX
$417M
318 positions
#14Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$UBER$SHOP$AMGN$TRMB$CRWD
$1.1B
120 positions
#15Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$COHR$QCOM$CRWD$STX
$132M
45 positions
#16Royal Fund Management, LLCPassive
Some overlap · 6 shared positions
$UBER$QCOM$AMGN$CVS$CRWD$BX
$1.2B
291 positions
#17Nepsis Inc.Active
Some overlap · 4 shared positions
$UBER$SHOP$SNOW$AMGN
$295M
28 positions
#18SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$UBER$SNOW$QCOM$HPE$BX
$5.3B
737 positions
#19Arnhold LLCActive
Some overlap · 3 shared positions
$COHR$UBER$ADBE
$1.4B
113 positions
#20Rheos Capital Works Inc.Active
Some overlap · 5 shared positions
$UBER$SNOW$QCOM$CRWD$STX
$1.8B
82 positions
#21KEYSTONE INVESTORS PTE LTDActive
Some overlap · 4 shared positions
$COHR$SNOW$STX$GILD
$1.9B
84 positions
#22SYCOMORE ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$URI$COHR$SNOW$CRWD
$932M
72 positions
#23KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 5 shared positions
$COHR$QCOM$AMGN$CVS$GILD
$214M
185 positions
#24Maytus Capital Management, LLCPassive
Some overlap · 5 shared positions
$COHR$SNOW$HPE$CRWD$STX
$636M
62 positions
#25PHILADELPHIA TRUST COActive
Some overlap · 3 shared positions
$COHR$UBER$AMGN
$1.6B
269 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.