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Hedge Funds Similar to CWC Advisors

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

CWC Advisors, LLC. is an institutional investor managing $215M across 159 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 CWC Advisors are SKBA, 10Elms LLP, LYNX GROUP LTD, with shared positions in $WFC, $KVUE, $PSX, $TXN, $NKE, $LHX. The full ranking of 25 similar funds is below.

#1SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$WFC$KVUE$PSX$TXN$NKE$LHX
$606M
79 positions
#210Elms LLPActive
Notable overlap · 4 shared positions
$STT$PSX$QCOM$WFC
$236M
526 positions
#3LYNX CAPITAL GROUP LTD /ADVPassive
Notable overlap · 3 shared positions
$STT$QCOM$ACN
$248M
91 positions
#4SSA SWISS ADVISORS AGPassive
Some overlap · 3 shared positions
$STT$QCOM$NKE
$266M
107 positions
#5Verity & Verity, LLCActive
Some overlap · 4 shared positions
$STT$TXN$PSX$ACN
$1.5B
139 positions
#6Metropolis Capital LtdSmart money
Some overlap · 3 shared positions
$STT$TXN$DIS
$3.6B
16 positions
#7GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$TXN$WFC
$2.9B
212 positions
#8FAS Wealth Partners, Inc.Passive
Some overlap · 3 shared positions
$STT$OUNZ$TXN
$1.9B
520 positions
#9Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$QCOM$WFC$ACN$NKE$DIS
$183M
77 positions
#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$WFC$TXN
$1.3B
99 positions
#11Leith Wheeler Investment Counsel Ltd.Active
Some overlap · 5 shared positions
$QCOM$WFC$NKE$LHX$DIS
$1.3B
85 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$TXN$QCOM$WFC
$108M
52 positions
#13Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$LUV$DAL
$239M
85 positions
#14American Financial Advisors, LLCActive
Some overlap · 3 shared positions
$STT$DAL$DIS
$831M
169 positions
#15DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$QCOM$ACN$TXN$NKE$DIS
$275M
99 positions
#16Friday FinancialActive
Some overlap · 3 shared positions
$STT$DIS$TXN
$506M
119 positions
#17Bayesian Capital Management, LPPassive
Some overlap · 6 shared positions
$WFC$NKE$CME$DAL$ACN$KVUE
$156M
223 positions
#18PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$PSX$QCOM$TXN$STT
$1.2B
103 positions
#19Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$PSX$WFC$TXN$ACN
$451M
29 positions
#20Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$STT$WFC$QCOM
$493M
124 positions
#21SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive
Some overlap · 4 shared positions
$STT$QCOM$WAB$NKE
$244M
321 positions
#22SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$PSX$QCOM$TXN$STT
$1.3B
97 positions
#23SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 4 shared positions
$QCOM$STT$WAB$NKE
$217M
287 positions
#24MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$PSX$QCOM$OUNZ$LHX
$112M
100 positions
#25KLCM Advisors, Inc.Active
Some overlap · 5 shared positions
$QCOM$WFC$NKE$LUV$DIS
$1.3B
299 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.