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Hedge Funds Similar to NVWM

13F Portfolio OverlapQ3 2026NVWM portfolio →
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Most similar hedge funds by 13F overlap

NVWM, LLC is an institutional investor managing $533M across 799 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NVWM are Acumen Wealth Advisors, Asio, JACKSON SQUARE, with shared positions in $ANET, $KLAC, $DELL, $ASML, $PH, $WFC. The full ranking of 25 similar funds is below.

#1Acumen Wealth Advisors, LLCPassive
Some overlap · 8 shared positions
$ANET$KLAC$DELL$ASML$PH$WFC
$472M
493 positions
#2Asio Capital, LLCActive
Some overlap · 7 shared positions
$ANET$DELL$ASML$PH$AXP$CRWD
$816M
131 positions
#3JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 7 shared positions
$ANET$KLAC$CDNS$DELL$CRWD$ASML
$667M
144 positions
#4Evansbrook LLCActive
Some overlap · 7 shared positions
$ASML$PH$ANET$CRWD$MS$WFC
$171M
126 positions
#5ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 6 shared positions
$WFC$ANET$KLAC$DELL$AXP$TJX
$129M
106 positions
#6BANK OF STOCKTONActive
Some overlap · 6 shared positions
$WFC$KLAC$ASML$PH$AXP$MS
$333M
124 positions
#7Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$ANET$KLAC$DELL$CDNS$CRWD$MS
$169M
77 positions
#8Cunning Capital Partners, LPActive
Some overlap · 6 shared positions
$WFC$KLAC$DELL$AXP$CRWD$MS
$248M
55 positions
#9SCHRODER INVESTMENT MANAGEMENT GROUPPassive
Some overlap · 8 shared positions
$ANET$KLAC$MS$CDNS$PH$TMO
$141.1B
1,167 positions
#10Longbow Finance SAPassive
Some overlap · 6 shared positions
$ANET$KLAC$CDNS$PH$AXP$TJX
$782M
59 positions
#11Smith Group Asset Management, LLCActive
Some overlap · 6 shared positions
$ANET$KLAC$CDNS$PH$AXP$TJX
$2.5B
166 positions
#12Miller Capital Partners, Inc.Active
Some overlap · 6 shared positions
$KLAC$DELL$ASML$PH$AXP$TJX
$257M
258 positions
#13PeakShares LLCActive
Some overlap · 6 shared positions
$ANET$KLAC$DELL$AXP$CRWD$TJX
$134.4B
122 positions
#14FACTORY MUTUAL INSURANCE COActive
Some overlap · 6 shared positions
$KLAC$ASML$CDNS$MS$CRWD$ANET
$10.6B
205 positions
#15GUERRA PAN ADVISORS, LLCPassive
Some overlap · 6 shared positions
$ANET$ASML$CDNS$CRWD$TMO$MS
$176M
113 positions
#16SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 5 shared positions
$WFC$ANET$DELL$ASML$KLAC
$892M
299 positions
#17Covea FinanceActive
Some overlap · 6 shared positions
$CDNS$AXP$PH$MS$TMO$TJX
$3.1B
166 positions
#18Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$KLAC$AXP$CRWD$MS$TJX$SBUX
$292M
99 positions
#19Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 6 shared positions
$ASML$AXP$MS$CRWD$TMO$KLAC
$676M
148 positions
#20Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$ANET$KLAC$ASML$PH$MS
$29.1B
66 positions
#21Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$ANET$KLAC$ASML$AXP$MS
$746M
169 positions
#22Stratos Investment Management, LLCPassive
Some overlap · 6 shared positions
$DELL$AXP$MS$WFC$ASML$TMO
$2.8B
382 positions
#23Clarendon Private LLCPassive
Some overlap · 6 shared positions
$KLAC$WFC$MS$ASML$TJX$AXP
$156M
124 positions
#24Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$ANET$KLAC$ASML$CRWD$MS
$345M
111 positions
#25BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ANET$KLAC$CDNS$AXP$TJX
$436M
104 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.