What hedge funds are most similar to MRWM Advisors, LLC?

The funds with the most similar 13F portfolios to MRWM Advisors, LLC are Cypress ,, Global View, PURE PORTFOLIOS, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MRWM Advisors,

13F Portfolio OverlapQ1 2026MRWM Advisors, portfolio →

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Most similar hedge funds by 13F overlap

MRWM Advisors, LLC is an institutional investor managing $184M across 74 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 MRWM Advisors, are Cypress ,, Global View, PURE PORTFOLIOS, with shared positions in $SGOL, $AGQ, $UPST, $BRZE, $LRCX, $KR. The full ranking of 25 similar funds is below.

#1Cypress Capital, LLCActive

Substantial overlap · 20 shared positions

$SGOL $AGQ $UPST $BRZE $LRCX $KR

$351M

95 positions

#2Global View Capital Management LLCActive

Notable overlap · 4 shared positions

$SGOL $AGQ $WT $MDT

$377M

140 positions

#3PURE PORTFOLIOS HOLDINGS LLC

Notable overlap · 4 shared positions

$SGOL $AGQ $SCHW $LMT

$332M

104 positions

#4Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$SGOL $BRZE $UPST

$478M

42 positions

#5Almanack Investment Partners, LLC.Smart money

Notable overlap · 4 shared positions

$SGOL $BRZE $SCHW $WT

$592M

177 positions

#6Breakwater Investment Management

Notable overlap · 6 shared positions

$BRZE $HUM $UPST $SCHW $WT $MDY

$269M

506 positions

#7GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$BRZE $UPST $AGQ $HUM

$128M

42 positions

#8FULCRUM WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SGOL $IBM $WT

$121M

72 positions

#9CWS Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$BRZE $HUM $UPST $MCD $IBM $MDY

$390M

157 positions

#10Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$BRZE $HUM $LMT $LOW $SCHW $ETN

$255M

70 positions

#11Joseph Group Capital ManagementPassive

Notable overlap · 7 shared positions

$BRZE $HUM $LRCX $KR $AMGN $ETN

$400M

379 positions

#12Curran Financial Partners, LLCActive

Notable overlap · 6 shared positions

$BRZE $HUM $UPST $WT $SCHW $LOW

$559M

127 positions

#13Cushing Capital Partners, LLCActive

Notable overlap · 4 shared positions

$BRZE $AGQ $MCD $LOW

$130M

96 positions

#14Kastel Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SGOL $BRZE $HUM

$163M

55 positions

#15White Lighthouse Investment Management Inc.

Notable overlap · 5 shared positions

$BRZE $HUM $UPST $SCHW $SGOL

$721M

145 positions

#16Tandem Investment Partners LLCActive

Notable overlap · 7 shared positions

$BRZE $HUM $AMGN $LOW $IBM $MDY

$118M

73 positions

#17Beacon Financial Strategies CORPSmart money

Notable overlap · 6 shared positions

$BRZE $UPST $HUM $IBM $MCD $KR

$176M

177 positions

#18Good Harbor Advisors, Inc.Active

Notable overlap · 5 shared positions

$BRZE $HUM $BMY $MDY $WT

$92M

82 positions

#19Winter & Associates, Inc.Active

Notable overlap · 7 shared positions

$BRZE $UPST $IBM $SCHW $MDY $LRCX

$114M

84 positions

#20WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$SGOL $SCHW $SBUX $WT

$336M

138 positions

#21McClarren Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$BRZE $HUM $SCHW $UPST $SBUX $AMGN

$169M

79 positions

#22FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $HUM $SCHW $WT

$264M

25 positions

#23Madison Park Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$BRZE $HUM $AGQ $MDY $SBUX

$127M

62 positions

#24David Kennon IncSmart money

Notable overlap · 4 shared positions

$BRZE $UPST $SCHW $WT

$279M

41 positions

#25Intelligent Financial StrategiesActive

Notable overlap · 5 shared positions

$BRZE $HUM $MDY $MCD $CL

$192M

62 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.