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

The funds with the most similar 13F portfolios to MRWM Advisors, LLC are Cypress, Luminist, WT Wealth, 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 OverlapQ2 2026MRWM Advisors portfolio →

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Most similar hedge funds by 13F overlap

MRWM Advisors, LLC is an institutional investor managing $243M across 80 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 MRWM Advisors are Cypress, Luminist, WT Wealth, with shared positions in $SGOL, $ETN, $AMGN, $UNP, $KR, $LMT. The full ranking of 25 similar funds is below.

#1Cypress Capital, LLCActive

Substantial overlap · 19 shared positions

$SGOL $ETN $AMGN $UNP $KR $LMT

$370M

113 positions

#2Luminist Capital LLCActive

Substantial overlap · 3 shared positions

$SGOL $LMT $MCD

$89M

418 positions

#3WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$SGOL $SBUX $SCHW $LOW

$361M

138 positions

#4Stillwater Private Wealth, LLCActive

Notable overlap · 4 shared positions

$SGOL $MCD $AMGN $LOW

$153M

83 positions

#5Davis Capital ManagementPassive

Notable overlap · 7 shared positions

$AMGN $ETN $UNP $LMT $MDT $LOW

$169M

1,270 positions

#6Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$ETN $UNP $MCD $AMGN $LOW $QCOM

$108M

52 positions

#7Newman Dignan & Sheerar, Inc.Passive

Notable overlap · 6 shared positions

$SGOL $AMGN $LOW $UNP $QCOM $MCD

$523M

197 positions

#8MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$AMGN $LMT $SBUX $LOW $MDT $QCOM

$1.2B

106 positions

#9CONNING INC.Passive

Notable overlap · 7 shared positions

$AMGN $BMY $SBUX $UNP $MCD $LMT

$3.3B

327 positions

#10EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$UNP $BMY $SBUX $LMT $SCHW $AMGN

$1.3B

58 positions

#11ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$UNP $BMY $MCD $SCHW $KR $MDT

$665M

122 positions

#12Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$UNP $KR $LMT $BMY $MCD $QCOM

$455M

57 positions

#13FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$ETN $AMGN $MCD $LMT $MDT $UNP

$5.3B

210 positions

#14Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$AMGN $LMT $SBUX $MDT $QCOM $CCZ

$169M

84 positions

#15Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$AMGN $UNP $BMY $LMT $MDT $CL

$255M

278 positions

#16Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$LMT $SCHW $AMGN $MDT $QCOM $LOW

$762M

267 positions

#17Oak Harvest Investment ServicesPassive

Notable overlap · 6 shared positions

$ETN $UNP $SBUX $MCD $AMGN $SCHW

$1.1B

168 positions

#18Wealth Watch Advisors, INCActive

Notable overlap · 3 shared positions

$SGOL $MDY $MCD

$309M

142 positions

#19First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$ETN $AMGN $LOW $QCOM $MCD $LMT

$1.4B

73 positions

#20Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ETN $AMGN $MCD $UNP $QCOM $MDT

$170M

61 positions

#21BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 6 shared positions

$LMT $BMY $MCD $LOW $SCHW $QCOM

$2.5B

270 positions

#22Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$ETN $UNP $LMT $SBUX $AMGN

$856M

89 positions

#23BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$AMGN $LMT $MDT $QCOM $MCD $SBUX

$515M

142 positions

#24OAK ASSOCIATES LTD /OH/Active

Some overlap · 6 shared positions

$AMGN $SCHW $LOW $QCOM $NTAP $LMT

$1.8B

139 positions

#25First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$AMGN $UNP $LMT $MCD $LOW

$529M

75 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.