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 OverlapQ1 2026NWAM portfolio →

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Most similar hedge funds by 13F overlap

NWAM LLC is an institutional investor managing $1.7B across 621 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 NWAM are Nelson, Van Denburg & Campbell Wealth Group,, Advisors Wealth ,, PCG Wealth Advisors,, with shared positions in $AMN, $USB, $SNOW, $KKR, $SLV, $BA. The full ranking of 25 similar funds is below.

#1Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive

Some overlap · 8 shared positions

$AMN $USB $SNOW $KKR $SLV $BA

$3.5B

825 positions

#2Capital Advisors Wealth Management, LLCPassive

Some overlap · 6 shared positions

$USB $AMN $KKR $SNOW $SCHW $ALPS

$745M

219 positions

#3PCG Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$USB $AMN $TME $SLV $SHW $REGN

$395M

164 positions

#4CMH Wealth Management LLCPassive

Some overlap · 6 shared positions

$USB $SNOW $SCHW $BA $GEV $DHR

$583M

113 positions

#5O'ROURKE & COMPANY, IncPassive

Some overlap · 6 shared positions

$USB $KKR $SNOW $SCHW $SLV $SHW

$253M

171 positions

#6ARQ WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$USB $AMN $SCHW $DHR $UPS $REGN

$555M

191 positions

#7MFA WEALTH ADVISORS, LLCActive

Some overlap · 5 shared positions

$USB $AMN $SNOW $BA $SHW

$508M

88 positions

#8Oakmont Advisory Group, LLCPassive

Some overlap · 5 shared positions

$USB $KKR $SNOW $SCHW $DHR

$98M

119 positions

#9HBW Advisory Services LLCPassive

Some overlap · 7 shared positions

$KKR $SNOW $SHW $GEV $REGN $USB

$949M

444 positions

#10Fortis Advisors, LLCPassive

Some overlap · 6 shared positions

$USB $SNOW $UPS $ALPS $REGN $TME

$200M

119 positions

#11White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$USB $KKR $SCHW $SNOW $DHR

$721M

145 positions

#12Certified Advisory CorpPassive

Some overlap · 6 shared positions

$AMN $KKR $SNOW $SLV $REGN $USB

$1.1B

318 positions

#13CREATIVE FINANCIAL DESIGNS INC /ADVPassive

Some overlap · 5 shared positions

$USB $AMN $KKR $SLV $REGN

$1.6B

2,162 positions

#14Copia Wealth ManagementPassive

Some overlap · 7 shared positions

$SNOW $UPS $SLV $SHW $USB $REGN

$146M

532 positions

#15Coordinated Financial Services, Inc.Passive

Some overlap · 5 shared positions

$USB $KKR $SNOW $SCHW $REGN

$174M

176 positions

#16FAGAN ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$USB $SNOW $SCHW $BA $REGN

$719M

135 positions

#17IAM Advisory, LLCActive

Some overlap · 5 shared positions

$USB $AMN $GEV $SHW $REGN

$446M

95 positions

#18Rialto Wealth Management, LLCPassive

Some overlap · 5 shared positions

$USB $AMN $SNOW $SCHW $GEV

$445M

1,730 positions

#19FINANCIAL MANAGEMENT NETWORK INCPassive

Some overlap · 6 shared positions

$USB $AMN $ALPS $SCHW $REGN $KKR

$653M

191 positions

#20Financial Futures Ltd Liability Co.Active

Some overlap · 5 shared positions

$USB $AMN $SNOW $SCHW $KKR

$228M

72 positions

#21KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 5 shared positions

$USB $KKR $BA $ALPS $REGN

$123M

99 positions

#22Beirne Wealth Consulting Services, LLCActive

Some overlap · 6 shared positions

$USB $TME $SCHW $CCJ $ALPS $DHR

$354M

105 positions

#23GTS SECURITIES LLCPassive

Some overlap · 5 shared positions

$USB $SNOW $TME $SCHW $ALPS

$2.8B

1,482 positions

#24RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 5 shared positions

$USB $TME $SLV $GEV $ALPS

$116M

116 positions

#25Aspire Capital Advisors LLCActive

Some overlap · 7 shared positions

$AMN $KKR $REGN $SNOW $BA $SHW

$444M

122 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.