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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 Clear Point Advisors, Graetz Wealth, Compass Wealth, with shared positions in $STT, $GLDM, $VZ, $T, $PLTR, $IAU. The full ranking of 25 similar funds is below.

#1Clear Point Advisors Inc.Passive
Slight overlap · 4 shared positions
$STT$GLDM$VZ$T
$113M
93 positions
#2Graetz Wealth LLCActive
Slight overlap · 4 shared positions
$STT$GLDM$PLTR$IAU
$125M
84 positions
#3Compass Wealth Management, LLC/GAActive
Slight overlap · 4 shared positions
$STT$GLDM$PLTR$IAU
$251M
74 positions
#4BostonPremier Wealth LLCSmart money
Slight overlap · 5 shared positions
$STT$PLTR$IAU$VZ$T
$235M
79 positions
#5Manske Wealth ManagementPassive
Slight overlap · 4 shared positions
$STT$BMY$VZ$T
$403M
226 positions
#6LSV ASSET MANAGEMENTActive
Slight overlap · 4 shared positions
$STT$BMY$VZ$T
$55.1B
889 positions
#7RETIREMENT INCOME SOLUTIONS, INCSmart money
Slight overlap · 4 shared positions
$STT$GLDM$IAU$PLTR
$581M
172 positions
#8FARMERS TRUST CO
Slight overlap · 4 shared positions
$STT$VZ$PLTR$T
$637M
203 positions
#9Leo Wealth, LLC
Slight overlap · 4 shared positions
$GLDM$BMY$VZ$T
$1.4B
452 positions
#10NOTTINGHAM ADVISORS, INC.Active
Slight overlap · 4 shared positions
$GLDM$VZ$IAU$T
$838M
122 positions
#11Henderson Brothers Financial Partners, LLCActive
Slight overlap · 4 shared positions
$GLDM$VZ$IAU$T
$211M
77 positions
#12ETF Store, Inc.Passive
Slight overlap · 4 shared positions
$BMY$VZ$PLTR$IAU
$120M
114 positions
#13Mid-American Wealth Advisory Group, Inc.Active
Slight overlap · 4 shared positions
$BMY$VZ$PLTR$IAU
$277M
66 positions
#14Southern Financial Group, LLCSmart money
Slight overlap · 4 shared positions
$BMY$VZ$PLTR$T
$392M
95 positions
#15Tortuga Wealth Management, IncPassive
Slight overlap · 4 shared positions
$BMY$VZ$PLTR$T
$132M
135 positions
#16United Community BankPassive
Slight overlap · 4 shared positions
$BMY$VZ$IAU$T
$323M
534 positions
#17Arnhold LLCActive
Slight overlap · 4 shared positions
$BMY$VZ$IAU$T
$1.4B
113 positions
#18BCWM, LLCPassive
Slight overlap · 4 shared positions
$BMY$VZ$IAU$T
$342M
57 positions
#19Barnes Wealth Management Group, IncPassive
Slight overlap · 4 shared positions
$VZ$PLTR$IAU$T
$216M
195 positions
#20Wealth Management Associates, Inc.Passive
Slight overlap · 4 shared positions
$VZ$PLTR$IAU$T
$362M
254 positions
#21Nova Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$GLDM$PLTR$IAU$T
$181M
570 positions
#22CacheTech Inc.Passive
Slight overlap · 3 shared positions
$STT$GLDM$BMY
$618M
169 positions
#23Piedmont Capital Management, LLCActive
Slight overlap · 3 shared positions
$STT$GLDM$VZ
$198M
58 positions
#24Financial Network Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$STT$GLDM$VZ
$99M
858 positions
#25IHT Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$STT$GLDM$PLTR
$4.7B
1,237 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.