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Hedge Funds Similar to LPWM

13F Portfolio OverlapQ1 2026LPWM portfolio →
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Most similar hedge funds by 13F overlap

LPWM LLC is an institutional investor managing $396M across 94 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 LPWM are McNamara Financial Services,, JDM Financial Group, Uptown Financial Advisors, with shared positions in $GMM, $DDOG, $UNIT, $SCHW, $SAN, $MAR. The full ranking of 25 similar funds is below.

#1McNamara Financial Services, Inc.Active
Notable overlap · 4 shared positions
$GMM$DDOG$UNIT$SCHW
$528M
99 positions
#2JDM Financial Group LLC
Notable overlap · 3 shared positions
$GMM$SCHW$SAN
$259M
318 positions
#3Uptown Financial Advisors LLCActive
Notable overlap · 4 shared positions
$GMM$SCHW$MAR$UNIT
$126M
76 positions
#4JIM SAULNIER & ASSOCIATES, LLCActive
Notable overlap · 5 shared positions
$GMM$SCHW$MAR$BRZE$DHR
$205M
139 positions
#5Chaney Capital Management, Inc.Smart money
Notable overlap · 3 shared positions
$GMM$SCHW$MAR
$284M
41 positions
#6KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GMM$MAR$ECL
$774M
216 positions
#7Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$BRZE$SE
$214M
199 positions
#8WealthTrak Capital Management LLCActive
Some overlap · 4 shared positions
$GMM$UNIT$MKL$SE
$140M
80 positions
#9Vested Financial Planning, LLCSmart money
Some overlap · 4 shared positions
$GMM$DDOG$MAR$DOV
$131M
27 positions
#10Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$GMM$CRWD$SE$PM
$222M
73 positions
#11Global Strategic Investment Solutions, LLCActive
Some overlap · 4 shared positions
$GMM$DDOG$ECL$DHR
$1.0B
145 positions
#12CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$SE
$971M
146 positions
#13Values Added Financial LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$MKL
$238M
134 positions
#14Archer Investment Management, LLCActive
Some overlap · 6 shared positions
$GMM$DDOG$MAR$SAN$MKL$SE
$238M
108 positions
#15Wrenne Financial Planning LLC
Some overlap · 6 shared positions
$GMM$SCHW$DDOG$BRZE$UNIT$MKL
$255M
49 positions
#16Tranquilli Financial Advisor LLCPassive
Some overlap · 4 shared positions
$GMM$SCHW$MAR$PM
$171M
132 positions
#17Aquire Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$GMM$SCHW$UNIT
$381M
49 positions
#18Grey Fox Wealth Advisors, LLCActive
Some overlap · 7 shared positions
$GMM$SCHW$DDOG$UNIT$BRZE$MAR
$518M
140 positions
#19BlueStem Wealth Partners, LLCActive
Some overlap · 4 shared positions
$GMM$UNH$MMM$SE
$900M
124 positions
#20David Kennon IncSmart money
Some overlap · 3 shared positions
$GMM$SCHW$BRZE
$279M
41 positions
#21Schwallier Wealth Management LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$UNIT
$137M
58 positions
#22Hobart Private Capital, LLCActive
Some overlap · 3 shared positions
$GMM$MAR$DDOG
$509M
132 positions
#23My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GMM$MKL$PM
$181M
166 positions
#24LOCKERMAN FINANCIAL GROUP, INC.Passive
Some overlap · 3 shared positions
$GMM$DDOG$SE
$56M
87 positions
#25Axos Invest Inc.Active
Some overlap · 3 shared positions
$GMM$SCHW$MAR
$132M
19 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.