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Hedge Funds Similar to NORTHWEST WEALTH

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NORTHWEST WEALTH are Fruth Investment, CULLEN INVESTMENT GROUP, LTD., Perkins Coie, with shared positions in $CASY, $ETN, $DE, $UNP, $GLW, $WFC. The full ranking of 25 similar funds is below.

#1Fruth Investment ManagementPassive
Some overlap · 5 shared positions
$CASY$ETN$DE$UNP$GLW
$421M
225 positions
#2CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$ETN$DE$WFC$UNP$GLW
$827M
181 positions
#3Perkins Coie Trust CoPassive
Some overlap · 5 shared positions
$ETN$WFC$UNP$CB$ECL
$603M
260 positions
#4CogentBlue Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$ETN$WDC$DE$FIX$GLW
$175M
103 positions
#5Foster Group, Inc.Active
Some overlap · 5 shared positions
$CASY$DE$ETN$WFC$DOV
$3.8B
318 positions
#6Robbins FarleyPassive
Some overlap · 3 shared positions
$CASY$ETN$ECL
$260M
157 positions
#7Legacy Financial Group LLCActive
Some overlap · 4 shared positions
$CASY$DE$WFC$UNP
$888M
133 positions
#8Nordwand Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$CASY$UNP
$652M
146 positions
#9Mokosak Advisory Group, LLCSmart money
Some overlap · 3 shared positions
$CASY$DE$WFC
$462M
38 positions
#10DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$ETN$DE$CB$ECL$DOV
$124M
100 positions
#11Winthrop Partners - WNY, LLCPassive
Some overlap · 5 shared positions
$ETN$UNP$GLW$CB$ECL
$202M
87 positions
#12Night Squared LPPassive
Some overlap · 5 shared positions
$ETN$WDC$FIX$SNDK$ECL
$930M
69 positions
#13Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$ETN$DE$UNP$WFC$GLW
$72M
52 positions
#14Scissortail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ETN$WFC$UNP$CB
$520M
106 positions
#15Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$ETN$WFC$UNP$CB
$297M
129 positions
#16DILLON & ASSOCIATES INCActive
Some overlap · 3 shared positions
$CASY$ETN$ECL
$817M
80 positions
#17Tulsa Wealth Advisors, INCActive
Some overlap · 4 shared positions
$ETN$UNP$WFC$CB
$710M
166 positions
#18Essential Partners LLCPassive
Some overlap · 8 shared positions
$WDC$FIX$CNC$EIX$BMY$CB
$217M
2,853 positions
#19HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 4 shared positions
$ETN$UNP$WFC$CB
$461M
144 positions
#20Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$ETN$DE$USB$GLW
$214M
33 positions
#21Family Wealth Group, LLCActive
Some overlap · 4 shared positions
$ETN$DE$FIX$GLW
$189M
116 positions
#22Weitzel Financial Services, Inc.Active
Some overlap · 4 shared positions
$ETN$DE$USB$DOV
$294M
51 positions
#23OFS Enterprise LLCActive
Some overlap · 5 shared positions
$ETN$WFC$UNP$USB$DE
$392M
106 positions
#24Bull Harbor Capital LLCPassive
Some overlap · 7 shared positions
$WDC$FIX$CNC$SNDK$EIX$BMY
$513M
552 positions
#25Caerus Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$WDC$FIX$CNC$SNDK$EIX$BMY
$300M
339 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.