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Hedge Funds Similar to Westwood Wealth

13F Portfolio OverlapQ2 2026Westwood Wealth portfolio →
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Most similar hedge funds by 13F overlap

Westwood Wealth Management is an institutional investor managing $345M across 43 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 Westwood Wealth are Hyperion Asset Ltd, Financial Gravity Companies, (FGCO), Modus Advisors, with shared positions in $ARM, $PLTR, $SPCX, $MRNA, $DIS, $UBER. The full ranking of 25 similar funds is below.

#1Hyperion Asset Management LtdActive
Some overlap · 3 shared positions
$ARM$PLTR$SPCX
$3.8B
20 positions
#2Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 4 shared positions
$ARM$MRNA$PLTR$DIS
$616M
1,040 positions
#3Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$ARM$PLTR$SPCX$UBER$BX
$405M
118 positions
#4PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ARM$PLTR$UBER
$3.2B
77 positions
#5Altimeter Capital Management, LPSmart money
Some overlap · 3 shared positions
$ARM$SPCX$UBER
$9.8B
20 positions
#6Elevation Advisory Partners LLCActive
Some overlap · 3 shared positions
$ARM$SPCX$UNP
$98M
48 positions
#7Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$ARM$PLTR$ET
$124M
99 positions
#8MARK ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$ARM$SPCX$DIS
$1.5B
42 positions
#9Firsthand Capital Management, Inc.Active
Some overlap · 3 shared positions
$OKLO$PLTR$UBER
$63M
54 positions
#10KERR FINANCIAL PLANNING CorpPassive
Some overlap · 3 shared positions
$ARM$PLTR$SPCX
$90M
545 positions
#11Destiny Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$PLTR$OKLO$UBER$SPCX
$709M
186 positions
#12Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$OKLO$PLTR$BX
$161M
189 positions
#13ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$ARM$PLTR$EXPE
$74.1B
109 positions
#14Blue Sky Capital Consultants Group, Inc.Active
Some overlap · 3 shared positions
$PLTR$MRNA$SPCX
$234M
74 positions
#15Financial Gravity Asset Management, Inc.
Some overlap · 3 shared positions
$ARM$MRNA$DIS
$562M
973 positions
#16SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$PLTR$ARM$SPCX
$4.4B
4,072 positions
#17Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$PLTR$ARM$UBER
$808M
1,245 positions
#18Arrow Capital Pty LtdActive
Some overlap · 4 shared positions
$MRNA$SPCX$UBER$DAL
$118M
25 positions
#19MCGUIRE CAPITAL ADVISORS INCPassive
Some overlap · 4 shared positions
$PLTR$OKLO$SPCX$ET
$183M
915 positions
#20Alliance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$OKLO$DIS
$308M
172 positions
#21UDINE WEALTH MANAGEMENT, INC.Active
Slight overlap · 4 shared positions
$PLTR$SPCX$UBER$JOBY
$243M
40 positions
#22FLOYD FINANCIAL GROUP LLCActive
Slight overlap · 3 shared positions
$PLTR$SPCX$UBER
$153M
65 positions
#23Fund Advisors of America Inc/FLPassive
Slight overlap · 3 shared positions
$ARM$PLTR$ET
$110M
120 positions
#24PORTLAND INVESTMENT COUNSEL INC.Active
Slight overlap · 3 shared positions
$OKLO$UBER$SPCX
$358M
58 positions
#25Mascagni Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$PLTR$SPCX$ARM$UNP
$161M
142 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.