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Hedge Funds Similar to HWG

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

HWG Holdings LP is an institutional investor managing $434M across 46 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 HWG are CONTRAVISORY INVESTMENT, Bristol Gate Partners, Alcosta, with shared positions in $KLAC, $HWM, $APH, $TEX, $CW, $EPD. The full ranking of 25 similar funds is below.

#1CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$KLAC$HWM$APH$TEX
$552M
449 positions
#2Bristol Gate Capital Partners Inc.Active
Some overlap · 3 shared positions
$KLAC$HWM$APH
$1.4B
33 positions
#3Alcosta Capital Management, Inc.Active
Some overlap · 3 shared positions
$KLAC$HWM$APH
$148M
22 positions
#4Telligent Fund, LPActive
Some overlap · 3 shared positions
$KLAC$HWM$APH
$136M
23 positions
#5Baer Investment Advisory LLCActive
Some overlap · 3 shared positions
$CW$APH$EPD
$126M
65 positions
#6FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$APH$HWM$ET
$487M
190 positions
#7JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$KLAC$APH$MLI
$740M
68 positions
#8Covenant Asset Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$HWM$AGX
$746M
169 positions
#9Impax Asset Management Group plcActive
Some overlap · 3 shared positions
$KLAC$WTS$APH
$15.4B
284 positions
#10Elite Wealth Management, Inc.Active
Some overlap · 3 shared positions
$KLAC$HWM$AGX
$337M
47 positions
#11KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$KLAC$HWM$APH
$235M
100 positions
#12CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$KLAC$APH$CW
$1.3B
99 positions
#13Local Pensions Partnership Investment LtdActive
Some overlap · 3 shared positions
$KLAC$APH$CW
$4.8B
33 positions
#14MorganRosel Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$APH$TEX
$296M
104 positions
#15Dorsey Wright & AssociatesPassive
Some overlap · 3 shared positions
$CW$HWM$APH
$590M
131 positions
#16Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$AGX$HWM$EPD
$334M
81 positions
#17ALBERT D MASON INCPassive
Some overlap · 3 shared positions
$KLAC$EPD$ET
$166M
140 positions
#18Westend Capital Management, LLCPassive
Some overlap · 3 shared positions
$KGS$HWM$ET
$437M
242 positions
#19Dakota Wealth ManagementPassive
Some overlap · 3 shared positions
$KLAC$APH$HWM
$5.2B
776 positions
#20THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$KLAC$APH$AGX
$1.2B
56 positions
#21DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$KLAC$EPD$ET
$517M
137 positions
#22Inspire Investing, LLCPassive
Some overlap · 3 shared positions
$KLAC$APH$CW
$2.4B
1,285 positions
#23Turtle Creek Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$APH$EPD$ET
$2.0B
505 positions
#24Cartenna Capital, LPActive
Some overlap · 3 shared positions
$HWM$APH$WTS
$4.2B
49 positions
#25Knollwood Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$KLAC$APH$EPD
$1.1B
270 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.