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Hedge Funds Similar to New England Private Wealth Advisors

13F Portfolio OverlapQ3 2026New England Private Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

New England Private Wealth Advisors LLC is an institutional investor managing $1.0B across 205 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 New England Private Wealth Advisors are MYECFO, Weil Company, Orcam Financial Group, with shared positions in $DOV, $GLDM, $IAU, $MDY, $MUFG, $IAUM. The full ranking of 25 similar funds is below.

#1MYECFO, LLCSmart money
Notable overlap · 3 shared positions
$DOV$GLDM$IAU
$266M
72 positions
#2Weil Company, Inc.Passive
Notable overlap · 4 shared positions
$DOV$MDY$IAU$MUFG
$580M
134 positions
#3Orcam Financial GroupActive
Notable overlap · 3 shared positions
$DOV$MDY$IAU
$205M
105 positions
#4Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$GLDM$MDY
$162M
65 positions
#5American National Bank of TexasActive
Notable overlap · 3 shared positions
$DOV$GLDM$MDY
$109M
52 positions
#6NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$DOV$GLDM$IAU$IAUM
$283M
75 positions
#7Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$GLDM
$3.4B
392 positions
#83EDGE Asset Management, LPActive
Notable overlap · 4 shared positions
$DOV$GLDM$MDY$IAU
$2.2B
94 positions
#9Noble Wealth Partners LLCPassive
Notable overlap · 3 shared positions
$DOV$GLDM$MUFG
$115M
76 positions
#10Sageworth Trust CoActive
Notable overlap · 3 shared positions
$DOV$MDY$IAU
$2.5B
127 positions
#11Catalyst Investment Management LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$BAH
$113M
74 positions
#12Breakwater Investment ManagementActive
Notable overlap · 3 shared positions
$DOV$MDY$IAU
$302M
774 positions
#13SCS Capital Management LLCActive
Notable overlap · 3 shared positions
$DOV$MDY$MUFG
$10.6B
485 positions
#14Copia Wealth ManagementPassive
Notable overlap · 3 shared positions
$DOV$GLDM$IAU
$166M
570 positions
#15FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$GLDM$IAU
$149M
144 positions
#16Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$IAU$MDY
$225M
114 positions
#17Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$DOV$GLDM$IAU
$305M
230 positions
#18XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$DOV$GLDM$MUFG
$929M
380 positions
#19FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$DOV$MDY$IAU
$2.0B
420 positions
#20Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$GLDM$BAH
$1.2B
306 positions
#21Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$HYT$PHK
$148M
200 positions
#22OneDigital Investment Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$BAH
$11.8B
1,573 positions
#23Creekside PartnersPassive
Some overlap · 4 shared positions
$DOV$MDY$HYT$PHK
$276M
193 positions
#24CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DOV$GLDM$BAH
$184M
143 positions
#25Independent Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$IAU$BAH
$121M
79 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.