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 NWAM

13F Portfolio OverlapQ2 2026NWAM portfolio →

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Most similar hedge funds by 13F overlap

NWAM LLC is an institutional investor managing $2.0B across 684 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 NWAM are Hamrick Investment Counsel, LEDERER & ASSOCIATES INVESTMENT COUNSEL, Old West Investment, with shared positions in $ROK, $USB, $UPS, $AMGN, $SBUX, $VRTX. The full ranking of 25 similar funds is below.

#1Hamrick Investment Counsel, llcPassive

Some overlap · 6 shared positions

$ROK $USB $UPS $AMGN $SBUX $VRTX

$151M

184 positions

#2LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 5 shared positions

$BA $VRT $GLW $AMGN $SBUX

$152M

84 positions

#3Old West Investment Management, LLCPassive

Some overlap · 5 shared positions

$BA $VRT $CCJ $FCX $AEM

$944M

124 positions

#4Financial Sense Advisors, Inc.Passive

Some overlap · 5 shared positions

$BA $GLW $FCX $AMGN $AEM

$508M

137 positions

#5TOCQUEVILLE ASSET MANAGEMENT L.P.Passive

Some overlap · 5 shared positions

$VRT $CCJ $GLW $FCX $SBUX

$7.6B

557 positions

#6Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$VRT $GLW $UPS $HOOD $VRTX

$115M

89 positions

#7Beirne Wealth Consulting Services, LLCActive

Some overlap · 5 shared positions

$GLW $BA $CCJ $AMGN $AEM

$503M

102 positions

#8CAPITAL ADVISORS INC/OKActive

Some overlap · 4 shared positions

$BA $ROK $GLW $CCJ

$6.8B

374 positions

#9Kessler Investment Group, LLCPassive

Slight overlap · 5 shared positions

$VRT $GLW $UPS $FCX $USB

$234M

81 positions

#10KWMG, LLCPassive

Slight overlap · 4 shared positions

$BA $ROK $GLW $AMGN

$1.4B

153 positions

#11Westend Capital Management, LLCPassive

Slight overlap · 4 shared positions

$BA $ROK $CCJ $FCX

$437M

242 positions

#12ARS Investment Partners, LLCActive

Slight overlap · 4 shared positions

$BA $VRT $CCJ $FCX

$2.3B

181 positions

#13Stonebridge Capital Advisors LLCPassive

Slight overlap · 4 shared positions

$BA $GLW $USB $UPS

$1.6B

215 positions

#14Finivi Inc.Passive

Slight overlap · 4 shared positions

$ROK $VRT $GLW $HOOD

$195M

111 positions

#15BECK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$VRT $GLW $CCJ $FCX

$543M

140 positions

#16SIERRA SUMMIT ADVISORS LLCPassive

Slight overlap · 4 shared positions

$BA $VRT $FCX $HOOD

$895M

185 positions

#17BOWEN HANES & CO INCActive

Slight overlap · 4 shared positions

$BA $GLW $CCJ $VRTX

$4.1B

151 positions

#18MFG WEALTH MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$BA $GLW $UPS $SBUX

$140M

63 positions

#19HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Slight overlap · 4 shared positions

$ROK $GLW $CCJ $VRTX

$217M

352 positions

#20KELLEHER FINANCIAL ADVISORSPassive

Slight overlap · 5 shared positions

$GLW $BA $AMGN $CCJ $NBIS

$705M

864 positions

#21FLOYD FINANCIAL GROUP LLCActive

Slight overlap · 4 shared positions

$BA $VRT $HOOD $SBUX

$153M

65 positions

#22SOUTHERN CAPITAL ADVISORS, LLCActive

Slight overlap · 4 shared positions

$BA $ROK $UPS $AMGN

$239M

84 positions

#23Strategies Wealth Advisors, LLCActive

Slight overlap · 4 shared positions

$VRT $CCJ $GLW $ROK

$1.1B

202 positions

#24Navigoe, LLCPassive

Slight overlap · 4 shared positions

$ROK $BA $AMGN $SBUX

$191M

1,224 positions

#25Morse Asset Management, IncPassive

Slight overlap · 4 shared positions

$BA $VRT $NBIS $VRTX

$604M

415 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.