13F Pro

Hedge Funds Similar to NVWM,

13F Portfolio OverlapQ1 2026NVWM, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NVWM, LLC is an institutional investor managing $449M across 747 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 NVWM, are McGuire Investment Group,, Riverbend Wealth ,, PARK NATIONAL /OH/, with shared positions in $WT, $AMAT, $AMD, $TMO, $ASML, $MS. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive
Some overlap · 6 shared positions
$WT$AMAT$AMD$TMO$ASML$MS
$885M
121 positions
#2Riverbend Wealth Management, LLCPassive
Some overlap · 7 shared positions
$WT$USB$AXP$GEV$IAU$MS
$175M
152 positions
#3PARK NATIONAL CORP /OH/Passive
Some overlap · 6 shared positions
$WT$GEV$PANW$ANET$CDNS$TJX
$3.3B
381 positions
#4Goldenstone Wealth Management LLCActive
Some overlap · 5 shared positions
$WT$AMAT$AMD$ASML$MS
$137M
89 positions
#5Rice Partnership, LLCActive
Some overlap · 6 shared positions
$WT$GEV$ANET$USB$AXP$TJX
$732M
178 positions
#6WD RUTHERFORD LLCPassive
Some overlap · 7 shared positions
$AMD$GEV$USB$PANW$ANET$AXP
$225M
71 positions
#7IAM Advisory, LLCActive
Some overlap · 5 shared positions
$WT$AMD$USB$GEV$PANW
$446M
95 positions
#8Sun Financial IncPassive
Some overlap · 7 shared positions
$AMD$GEV$PANW$ANET$AXP$CDNS
$200M
159 positions
#9CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$AMAT$AMD$USB$PANW$ANET$AXP
$180M
58 positions
#10Sonoma Allocations LLCPassive
Some overlap · 6 shared positions
$WT$AMD$CDNS$AMAT$BRZE$ANET
$290M
145 positions
#11Hobbs Group Advisors, LLCPassive
Some overlap · 6 shared positions
$WT$USB$MS$BAC$IAU$AXP
$334M
160 positions
#12Alecta Tjanstepension OmsesidigtActive
Some overlap · 7 shared positions
$AMAT$AMD$PANW$TJX$TMO$MS
$20.5B
78 positions
#13Evergreen Private Wealth LLCPassive
Some overlap · 5 shared positions
$WT$AMAT$ANET$TMO$PANW
$247M
86 positions
#14Robinhood Asset Management, LLCActive
Some overlap · 4 shared positions
$WT$AMAT$PANW$GEV
$1.4B
81 positions
#15CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 7 shared positions
$AMAT$GEV$USB$PANW$TMO$ASML
$60M
36 positions
#16OLD MISSION CAPITAL LLCActive
Some overlap · 4 shared positions
$WT$AMD$USB$ASML
$6.3B
1,062 positions
#17Covea FinanceActive
Some overlap · 7 shared positions
$GEV$PANW$AMAT$AXP$TJX$TMO
$2.9B
146 positions
#18ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$WT$AMAT$PANW$TJX
$228M
90 positions
#19CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$AMD$GEV$AXP$TJX$TMO$ASML
$2.9B
658 positions
#20BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$AMAT$AMD$PANW$TJX$IAU$MS
$2.4B
787 positions
#21ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 6 shared positions
$AMAT$WFC$PANW$ANET$AXP$TJX
$112M
102 positions
#22Asset One Wealth Management LLCPassive
Some overlap · 7 shared positions
$AMAT$USB$AMD$ANET$WT$ASML
$904M
336 positions
#23Meridian Financial Partners LLCActive
Some overlap · 4 shared positions
$WT$AMD$USB$MS
$263M
121 positions
#24RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 6 shared positions
$AMAT$GEV$PANW$ANET$TJX$BRZE
$217M
154 positions
#25RATIONAL ADVISORS, INC.Active
Some overlap · 4 shared positions
$WT$WFC$USB$BAC
$980M
179 positions

Compare NVWM,’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 NVWM,’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.