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 RW Investment

13F Portfolio OverlapQ1 2026RW Investment portfolio →

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Most similar hedge funds by 13F overlap

RW Investment Management LLC is an institutional investor managing $1.0B across 113 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 RW Investment are Unison Advisors, ACTION POINT FINANCIAL PLANNING,, Meredith Wealth Planning, with shared positions in $AMN, $COP, $KKR, $USB, $MU, $DE. The full ranking of 25 similar funds is below.

#1Unison Advisors LLCActive

Substantial overlap · 3 shared positions

$AMN $COP $KKR

$1.3B

175 positions

#2ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 3 shared positions

$AMN $COP $USB

$112M

69 positions

#3Meredith Wealth PlanningActive

Notable overlap · 5 shared positions

$AMN $COP $MU $DE $ETN

$369M

70 positions

#4Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $COP $USB $KKR $MS

$98M

68 positions

#5Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$AMN $COP $USB

$170M

38 positions

#6CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 4 shared positions

$AMN $COP $MU $BA

$334M

70 positions

#7Eaton-Cambridge Inc.Smart money

Notable overlap · 3 shared positions

$COP $USB $MU

$320M

56 positions

#8Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$COP $USB $MS $SCHW

$184M

157 positions

#9JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$COP $USB $LOW

$102M

27 positions

#10BWM Planning, LLCActive

Notable overlap · 4 shared positions

$AMN $COP $AGQ $ETN

$379M

87 positions

#11HMV Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $KKR $LMT $MPC $SCHW

$213M

81 positions

#12ENZI WEALTHActive

Notable overlap · 4 shared positions

$AMN $ETN $LMT $SCHW

$288M

71 positions

#13Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$AMN $DE $SCHW

$931M

518 positions

#14Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 4 shared positions

$AMN $KKR $SCHW $USB

$2.2B

79 positions

#15Creative Capital Management Investments LLCActive

Notable overlap · 3 shared positions

$AMN $USB $AMGN

$348M

324 positions

#16DEFINE FINANCIAL, LLCSmart money

Notable overlap · 3 shared positions

$AMN $AGQ $SCHW

$184M

41 positions

#17Parkshore Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $LMT $MPC

$299M

69 positions

#18RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $MS $SCHW

$296M

80 positions

#19Valued Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $MS $SCHW

$247M

751 positions

#20GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$COP $AMN $ETN

$212M

87 positions

#21Bare Financial Services, IncPassive

Notable overlap · 3 shared positions

$AMN $COP $SCHW

$378M

1,730 positions

#22Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$AMN $KKR $MS

$126M

74 positions

#23Rockbridge Investment Management, LCCSmart money

Notable overlap · 5 shared positions

$COP $USB $KKR $LMT $SCHW

$1.1B

137 positions

#24Invariant Investment ManagementActive

Notable overlap · 3 shared positions

$AMN $COP $LOW

$162M

70 positions

#25Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$AMN $USB $COP

$1.1B

81 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.