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Hedge Funds Similar to RW Investment

13F Portfolio OverlapQ2 2026RW Investment portfolio →
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Most similar hedge funds by 13F overlap

RW Investment Management LLC is an institutional investor managing $1.1B across 115 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to RW Investment are DMKC Advisory Services, Eliot Finkel Investment Counsel, Allied Investment Advisors, with shared positions in $USB, $DE, $ETN, $BA, $LMT, $LOW. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$USB$DE$ETN$BA$LMT$LOW
$530M
92 positions
#2Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$USB$DE$ETN$AMGN$LMT
$214M
33 positions
#3Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$DE$BA$LMT$LOW
$1.1B
112 positions
#4RMG Wealth Management LLCActive
Some overlap · 5 shared positions
$USB$DE$ETN$AMGN$LMT
$967M
534 positions
#5DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$DE$PWR$ETN$BA$AMGN$LMT
$121M
100 positions
#6VIAWEALTH, LLCPassive
Some overlap · 5 shared positions
$USB$DE$BX$BA$AMGN
$199M
167 positions
#7SFE Investment CounselPassive
Some overlap · 5 shared positions
$USB$PWR$ETN$BX$LOW
$742M
152 positions
#8Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$USB$DE$BA$LMT
$1.1B
34 positions
#9Tarbox Group, Inc.Smart money
Some overlap · 4 shared positions
$USB$DE$BA$LOW
$711M
100 positions
#10Advantage Trust CoActive
Some overlap · 4 shared positions
$DE$USB$PKG$BA
$285M
193 positions
#11Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$USB$DE$AMGN$LOW
$204M
95 positions
#12Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DE$PKG$PWR$ETN
$280M
73 positions
#13Sun Financial IncPassive
Some overlap · 4 shared positions
$DE$PKG$PWR$ETN
$212M
161 positions
#14BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DE$PKG$PWR$ETN
$436M
104 positions
#15Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DE$PKG$PWR$ETN
$908M
182 positions
#16Weitzel Financial Services, Inc.Active
Some overlap · 3 shared positions
$USB$DE$ETN
$298M
53 positions
#17Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$USB$DE$ETN
$447M
77 positions
#18Ellsworth Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$PKG$ETN$AMGN
$620M
193 positions
#19ARS Investment Partners, LLCActive
Some overlap · 6 shared positions
$PWR$FCX$ETN$BX$BA$MPC
$2.3B
181 positions
#20Sterling Investment Advisors, Ltd.Passive
Some overlap · 6 shared positions
$DE$ETN$BX$KKR$AMGN$LMT
$599M
225 positions
#21MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$DE$USB$ETN$LMT
$491M
120 positions
#22LCNB CORPPassive
Some overlap · 5 shared positions
$USB$DE$ETN$AMGN$LOW
$326M
184 positions
#23Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$DE$ETN$BA$AMGN$LMT$LOW
$142M
106 positions
#24EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$DE$PWR$BX$AMGN$LMT
$417M
318 positions
#25BAKER BOYER NATIONAL BANKSmart money
Some overlap · 3 shared positions
$USB$DE$BA
$364M
94 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.