13F Pro

Hedge Funds Similar to CWA Asset Group,

13F Portfolio OverlapQ1 2026CWA Asset Group, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CWA Asset Management Group, LLC is an institutional investor managing $3.3B across 720 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 CWA Asset Group, are IFS Group,, Glenorchy Ltd, Fielder Group, with shared positions in $TPL, $USB, $CCJ, $PLTR, $NE, $RIG. The full ranking of 25 similar funds is below.

#1IFS Group,LLCPassive
Some overlap · 4 shared positions
$TPL$USB$CCJ$PLTR
$112M
144 positions
#2Glenorchy Capital LtdSmart money
Some overlap · 3 shared positions
$USB$NE$RIG
$1.7B
67 positions
#3Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$USB$TPL$PLTR
$459M
290 positions
#4GeoSphere Capital Management, LLCActive
Some overlap · 3 shared positions
$USB$ORLA$CCJ
$229M
42 positions
#5Kercheville Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$CCJ$PLTR$AGI
$313M
106 positions
#6FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 4 shared positions
$USB$SO$DUK$MO
$1.5B
235 positions
#7Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$USB$PLTR$CAH$DE
$552M
212 positions
#8Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$USB$SO$DUK$DE
$284M
125 positions
#9Atlas Wealth Partners, LLCActive
Some overlap · 4 shared positions
$TPL$SO$DUK$MO
$97M
65 positions
#10MERIDIAN MANAGEMENT COActive
Slight overlap · 3 shared positions
$USB$TPL$DE
$402M
81 positions
#11Blue Line Capital, LLC / ILPassive
Slight overlap · 3 shared positions
$USB$CCJ$PLTR
$88M
65 positions
#12PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$TPL$CCJ$PLTR
$3.0B
77 positions
#13FWL INVESTMENT MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$USB$CCJ$PLTR
$456M
346 positions
#14LeConte Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$USB$SO$PLTR$DUK
$155M
152 positions
#15Inman Jager Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$USB$SO$PLTR
$171M
84 positions
#16Faithward Advisors, LLCPassive
Slight overlap · 3 shared positions
$USB$CCJ$PLTR
$701M
261 positions
#17Pinnacle Wealth Management Group, Inc.Passive
Slight overlap · 4 shared positions
$USB$AGI$DUK$SO
$204M
120 positions
#18Kentucky Trust CoPassive
Slight overlap · 3 shared positions
$USB$SO$DUK
$191M
311 positions
#19EDGAR LOMAX CO/VAActive
Slight overlap · 3 shared positions
$USB$SO$DUK
$1.4B
56 positions
#20Global Wealth Management Investment Advisory, Inc.Passive
Slight overlap · 3 shared positions
$USB$SO$DUK
$638M
158 positions
#21BROOKS, MOORE & ASSOCIATES, INC.Passive
Slight overlap · 3 shared positions
$USB$SO$DUK
$199M
110 positions
#22RAHLFS CAPITAL, LLCPassive
Slight overlap · 3 shared positions
$USB$SO$DUK
$136M
86 positions
#23MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Slight overlap · 3 shared positions
$USB$CCJ$MO
$115M
98 positions
#24Pekin Hardy Strauss, Inc.Passive
Slight overlap · 3 shared positions
$USB$CCJ$AGI
$957M
478 positions
#25Beirne Wealth Consulting Services, LLCActive
Slight overlap · 4 shared positions
$USB$CCJ$DE$RIG
$354M
105 positions

Compare CWA Asset Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CWA Asset Group,’s holdings

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.