How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CWM,

13F Portfolio OverlapQ1 2026CWM, portfolio →

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Most similar hedge funds by 13F overlap

CWM, LLC is an institutional investor managing $38.1B across 5,671 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 CWM, are Gateway Wealth Partners,, Oregon Pacific Wealth ,, WESCAP Group,, with shared positions in $WT, $SE, $GMM, $CRM, $GLDM, $COP. The full ranking of 25 similar funds is below.

#1Gateway Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $SE $GMM $CRM $GLDM

$2.6B

925 positions

#2Oregon Pacific Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $SE $COP $CRM $GLDM

$96M

105 positions

#3WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$WT $SE $GMM $COP

$508M

107 positions

#4Wealthcare Capital Partners, LLCActive

Some overlap · 5 shared positions

$WT $SE $COP $GLDM $GE

$213M

153 positions

#5THEORY FINANCIAL LLCPassive

Some overlap · 4 shared positions

$WT $SE $GMM $GLDM

$285M

94 positions

#6Roan Capital PartnersPassive

Some overlap · 4 shared positions

$WT $SE $GMM $GLDM

$108M

77 positions

#7ShoreHaven Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$WT $SE $GMM $GLDM

$278M

103 positions

#8AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 4 shared positions

$WT $SE $GMM $NOW

$206M

97 positions

#9Archer Investment Management, LLCPassive

Some overlap · 5 shared positions

$WT $SE $GMM $NOW $GLDM

$238M

108 positions

#10Hobart Private Capital, LLCPassive

Some overlap · 4 shared positions

$WT $GMM $NOW $COP

$509M

132 positions

#11Forefront Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$WT $GMM $SE $NOW $CRM $GE

$239M

162 positions

#12TAGStone Capital, Inc.Passive

Some overlap · 4 shared positions

$WT $SE $GMM $COP

$283M

137 positions

#13Trilogy Capital Inc.Passive

Some overlap · 4 shared positions

$WT $SE $GMM $COP

$2.3B

390 positions

#14FLAGSHIP HARBOR ADVISORS, LLCPassive

Some overlap · 4 shared positions

$WT $GMM $COP $CRM

$2.3B

732 positions

#15SYM FINANCIAL CorpActive

Some overlap · 4 shared positions

$WT $SE $GE $GMM

$1.0B

415 positions

#16WealthPoint Financial, LLCPassive

Slight overlap · 4 shared positions

$WT $GMM $COP $GLDM

$115M

117 positions

#17GOULD ASSET MANAGEMENT LLC /CA/Active

Slight overlap · 4 shared positions

$WT $NOW $COP $GLDM

$576M

171 positions

#18INTEGRITY ALLIANCE, LLC.Passive

Slight overlap · 3 shared positions

$WT $SE $GMM

$2.6B

756 positions

#19Key FInancial IncPassive

Slight overlap · 3 shared positions

$WT $SE $GMM

$562M

1,394 positions

#20Great Point Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$WT $SE $GMM

$542M

62 positions

#21Cascade Financial Partners, LLCActive

Slight overlap · 3 shared positions

$WT $SE $GMM

$970M

263 positions

#22rebel Financial LLCPassive

Slight overlap · 3 shared positions

$WT $SE $NOW

$231M

65 positions

#23Farrell Financial LLCPassive

Slight overlap · 4 shared positions

$WT $NOW $COP $CRM

$167M

76 positions

#24BLUELINE ADVISORS LLCActive

Slight overlap · 4 shared positions

$WT $SE $COP $NOW

$129M

217 positions

#25Vertex Planning Partners, LLCActive

Slight overlap · 4 shared positions

$WT $SE $GLDM $GMM

$515M

135 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.