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Hedge Funds Similar to CWC Advisors,

13F Portfolio OverlapQ1 2026CWC Advisors, portfolio →
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Most similar hedge funds by 13F overlap

CWC Advisors, LLC. is an institutional investor managing $210M across 149 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CWC Advisors, are SKBA, Disciplined Investments,, AMI INVESTMENT, with shared positions in $COP, $PSX, $WFC, $KVUE, $NKE, $LHX. The full ranking of 25 similar funds is below.

#1SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 9 shared positions
$COP$PSX$WFC$KVUE$NKE$LHX
$728M
79 positions
#2Disciplined Investments, LLCPassive
Notable overlap · 7 shared positions
$UPST$COP$PSX$NKE$USB$UNIT
$279M
141 positions
#3AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 7 shared positions
$UPST$COP$UNH$DIS$WFC$ACN
$445M
77 positions
#4STUDIO INVESTMENT MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$UPST$UNIT$COP$UNH$DIS$JCI
$547M
180 positions
#5Kuhn & Co Investment CounselPassive
Some overlap · 6 shared positions
$COP$UPST$WFC$PSX$ACN$TXN
$155M
142 positions
#6MOKAN Wealth Management Inc.Passive
Some overlap · 6 shared positions
$UPST$COP$GE$MU$CME$ACN
$226M
109 positions
#7American Money Management, LLCActive
Some overlap · 4 shared positions
$UPST$COP$GE$WFC
$632M
168 positions
#8MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 7 shared positions
$COP$PSX$MU$OUNZ$LHX$MTZ
$115M
98 positions
#9E&R Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$UPST$COP$UNIT
$100M
12 positions
#10Strategic Financial Services, Inc.Smart money
Some overlap · 5 shared positions
$UPST$COP$NKE$GE$USB
$2.1B
152 positions
#11Brucke Financial, Inc.Passive
Some overlap · 5 shared positions
$UPST$COP$WFC$DIS$USB
$197M
166 positions
#12Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$COP$UNIT$UPST$NKE$USB
$290M
607 positions
#13VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 4 shared positions
$FSCO$COP$WFC$DIS
$301M
176 positions
#14Chemistry Wealth Management LLCPassive
Some overlap · 7 shared positions
$UPST$UNIT$UNH$MU$NKE$COP
$569M
204 positions
#15Cordant, Inc.Active
Some overlap · 5 shared positions
$UPST$COP$NKE$USB$DIS
$246M
75 positions
#16HARRIS ASSOCIATES L PActive
Some overlap · 5 shared positions
$COP$PSX$WFC$NKE$DAL
$75.0B
158 positions
#17Capital Investment Services of America, Inc.Active
Some overlap · 3 shared positions
$COP$UPST$WAB
$958M
80 positions
#18Hegarty Advisors, LLCActive
Some overlap · 4 shared positions
$COP$UNIT$UPST$USB
$127M
57 positions
#19Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$UPST$COP$USB$UNH$UNIT
$109M
1,311 positions
#20Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$COP$ACN$WFC$NKE$DIS
$180M
73 positions
#21Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 5 shared positions
$COP$UPST$NKE$UNIT$USB
$5.8B
996 positions
#221834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$UPST$COP$TXN$USB
$801M
206 positions
#23Clarity Capital Advisors, LLCActive
Some overlap · 5 shared positions
$COP$UPST$UNIT$NKE$USB
$215M
95 positions
#24Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$COP$GE$WFC$MU
$231M
98 positions
#25Balance Wealth, LLCPassive
Some overlap · 4 shared positions
$COP$UNIT$WFC$USB
$322M
149 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.