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Hedge Funds Similar to HWG

13F Portfolio OverlapQ1 2026HWG portfolio →
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Most similar hedge funds by 13F overlap

HWG Holdings LP is an institutional investor managing $442M across 44 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 HWG are PINNBROOK, ArchPoint Investors, FCF Advisors, with shared positions in $CW, $KGS, $TJX, $GEV, $DVN, $EPD. The full ranking of 25 similar funds is below.

#1PINNBROOK CAPITAL MANAGEMENT LPActive
Notable overlap · 5 shared positions
$CW$KGS$TJX$GEV$DVN
$384M
45 positions
#2ArchPoint InvestorsActive
Some overlap · 3 shared positions
$CW$EPD$ET
$420M
78 positions
#3FCF Advisors LLCPassive
Some overlap · 5 shared positions
$AGX$KLAC$LMT$ANET$GEV
$444M
52 positions
#4Fogel Capital Management, Inc.Active
Some overlap · 3 shared positions
$ESLT$EPD$ET
$219M
52 positions
#5Legal Advantage Investments, Inc.Passive
Some overlap · 3 shared positions
$ESLT$LMT$NOC
$194M
79 positions
#6Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$KLAC$TJX$ANET$GEV$GE$NOC
$946M
216 positions
#7McLaughlin Asset Management, Inc.Passive
Some overlap · 5 shared positions
$KLAC$TJX$ANET$GEV$GE
$105M
91 positions
#8JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 5 shared positions
$KLAC$TJX$ANET$GEV$GE
$477M
129 positions
#9BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KLAC$TJX$ANET$GEV$GE
$360M
106 positions
#10Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$KLAC$BKR$LMT$ANET
$232M
51 positions
#11MinichMacGregor Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$TJX$LMT$GE$GEV
$567M
136 positions
#12Eos Management, L.P.Active
Some overlap · 4 shared positions
$ESLT$LMT$ANET$NOC
$233M
41 positions
#13Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$AGX$ANET$GEV$GE
$664M
165 positions
#14EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 5 shared positions
$KGS$CW$GEV$EPD$ET
$2.8B
276 positions
#15Vivid Wealth Management, LLCPassive
Some overlap · 6 shared positions
$TJX$KLAC$ANET$GEV$GE$NOC
$247M
66 positions
#16Sun Financial IncPassive
Some overlap · 5 shared positions
$KLAC$TJX$ANET$GEV$GE
$200M
159 positions
#17JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$KLAC$MLI$TJX$NOC
$696M
70 positions
#18Alcosta Capital Management, Inc.Active
Some overlap · 4 shared positions
$KLAC$TJX$ANET$GE
$131M
23 positions
#19New Millennium Group LLC
Some overlap · 3 shared positions
$CW$GEV$GE
$231M
407 positions
#20Longbow Finance SAPassive
Some overlap · 4 shared positions
$KLAC$TJX$GEV$GE
$552M
55 positions
#21Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$KLAC$TJX$ANET$GE
$145M
69 positions
#22Westend Capital Management, LLCPassive
Some overlap · 3 shared positions
$KGS$GE$ET
$333M
254 positions
#23Vest Financial, LLCPassive
Some overlap · 5 shared positions
$KLAC$BKR$GEV$MLI$GE
$8.3B
414 positions
#24CONGRESS ASSET MANAGEMENT CO /MAPassive
Some overlap · 4 shared positions
$TJX$CW$ANET$GEV
$14.0B
417 positions
#25Kinetic Partners Management, LPActive
Some overlap · 3 shared positions
$AGX$KLAC$GEV
$1.8B
49 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.