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Hedge Funds Similar to NORTHWEST WEALTH ,

13F Portfolio OverlapQ1 2026NORTHWEST WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

NORTHWEST WEALTH MANAGEMENT, LLC is an institutional investor managing $758M across 265 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 NORTHWEST WEALTH , are Tillman Hartley, Meritas Wealth ,, Foster Group,, with shared positions in $AMN, $UPST, $NKE, $CTVA, $WFC, $NEE. The full ranking of 25 similar funds is below.

#1Tillman Hartley LLCActive
Notable overlap · 5 shared positions
$AMN$UPST$NKE$CTVA$WFC
$398M
88 positions
#2Meritas Wealth Management, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$NEE$UNIT$UPST
$221M
60 positions
#3Foster Group, Inc.Active
Notable overlap · 9 shared positions
$AMN$NKE$UPST$NEE$UNIT$DE
$3.4B
284 positions
#4KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 7 shared positions
$AMN$NKE$NEE$UNIT$MKL$DE
$522M
97 positions
#5Three Arch Wealth Management LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$NEE$UNIT
$556M
61 positions
#6CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 5 shared positions
$AMN$NKE$NEE$UNIT$MU
$334M
70 positions
#7Focus Partners Advisor Solutions, LLCPassive
Notable overlap · 6 shared positions
$AMN$NKE$NEE$UNIT$UPST$HUM
$9.9B
1,249 positions
#8HBE Wealth Management, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$NEE$MU$INTC
$115M
53 positions
#9Kane Co Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$AMN$NKE$NEE$DE
$119M
51 positions
#10HMV Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$NEE$UNP
$213M
81 positions
#11COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$NEE$MU
$97M
56 positions
#12Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 5 shared positions
$AMN$NKE$NEE$USB$UNIT
$1.1B
81 positions
#13McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$NEE
$119M
65 positions
#14TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$NKE$NEE
$1.9B
251 positions
#15Falcon Wealth PlanningActive
Notable overlap · 7 shared positions
$UPST$NKE$AMN$UNIT$MKL$MU
$1.5B
236 positions
#16VOISARD ASSET MANAGEMENT GROUP, INC.Active
Notable overlap · 5 shared positions
$AMN$UPST$NEE$MU$ETN
$469M
104 positions
#17Beaird Harris Wealth Management, LLCActive
Notable overlap · 6 shared positions
$AMN$NKE$MKL$UNIT$USB$UPST
$1.5B
686 positions
#18Disciplined Investments, LLCPassive
Notable overlap · 6 shared positions
$UPST$NKE$NEE$CTVA$USB$UNIT
$279M
141 positions
#19POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 4 shared positions
$AMN$NKE$NEE$INTC
$127M
130 positions
#20DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$NEE$UNIT$HUM
$249M
92 positions
#21Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$USB
$718M
278 positions
#22Wright Wealth LLCActive
Notable overlap · 3 shared positions
$AMN$UPST$HUM
$149M
51 positions
#23Trailhead Planners LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$NEE
$104M
49 positions
#24Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$UPST$NKE$NEE$CTVA$UNIT
$607M
110 positions
#25Vistica Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$NEE$WFC$MU
$100M
49 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.