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Hedge Funds Similar to LPWM

13F Portfolio OverlapQ2 2026LPWM portfolio →
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Most similar hedge funds by 13F overlap

LPWM LLC is an institutional investor managing $451M across 98 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 LPWM are Triton Financial Group, GFG, Robbins Farley, with shared positions in $DELL, $CRWD, $ECL, $DOV, $UBER, $MMM. The full ranking of 25 similar funds is below.

#1Triton Financial Group IncPassive
Some overlap · 4 shared positions
$DELL$CRWD$ECL$DOV
$174M
99 positions
#2GFG Capital, LLCPassive
Some overlap · 3 shared positions
$DELL$CRWD$UBER
$363M
100 positions
#3Robbins FarleyPassive
Some overlap · 4 shared positions
$DELL$CRWD$UBER$ECL
$260M
157 positions
#4Left Brain Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DELL$CRWD$UBER
$332M
99 positions
#5Holland Advisory Services, Inc.Active
Some overlap · 3 shared positions
$DELL$MMM$PM
$91M
49 positions
#6PeakShares LLCActive
Some overlap · 4 shared positions
$CRWD$DELL$MMM$UBER
$134.4B
122 positions
#7RED REEF ADVISORS LLCPassive
Some overlap · 3 shared positions
$DELL$CRWD$DOV
$108M
183 positions
#8Everest Financial Group LLCPassive
Some overlap · 4 shared positions
$CRWD$DELL$UBER$ECL
$738M
208 positions
#9McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$DELL$MMM$ENVX
$823M
154 positions
#10INVESTMENT HOUSE LLCPassive
Some overlap · 3 shared positions
$DELL$CRWD$ECL
$2.2B
220 positions
#11Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$DELL$UBER$DOV
$108M
90 positions
#12Rockingstone Advisors LLCPassive
Some overlap · 4 shared positions
$CRWD$PM$UBER$DOV
$249M
115 positions
#13TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 4 shared positions
$DELL$DOV$CRWD$UBER
$983M
170 positions
#14RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 3 shared positions
$DELL$CRWD$UBER
$136M
127 positions
#15Asio Capital, LLCActive
Some overlap · 3 shared positions
$CRWD$DELL$UBER
$781M
109 positions
#16Royal Fund Management, LLCPassive
Some overlap · 4 shared positions
$DELL$CRWD$MMM$UBER
$1.2B
291 positions
#17Thomasville National BankPassive
Some overlap · 3 shared positions
$CRWD$PM$UBER
$1.8B
241 positions
#18Juno Financial Group LLCActive
Some overlap · 3 shared positions
$CRWD$PM$UBER
$282M
73 positions
#19Valtrion Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$PM$UBER
$134M
103 positions
#20Brick & Kyle, AssociatesActive
Some overlap · 4 shared positions
$DELL$UBER$PM$CRWD
$303M
96 positions
#21Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$CRWD$UBER$DOV
$709M
186 positions
#22Miller Financial Services LLCPassive
Some overlap · 3 shared positions
$CRWD$UBER$MMM
$124M
142 positions
#23ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 3 shared positions
$CRWD$DELL$UBER
$4.4B
109 positions
#24J. M. Brown & Associates Inc.Passive
Some overlap · 3 shared positions
$DELL$CRWD$PM
$175M
167 positions
#25Robinhood Asset Management, LLCActive
Some overlap · 3 shared positions
$CRWD$ECL$UBER
$1.9B
83 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.