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Hedge Funds Similar to CWS Financial Advisors

13F Portfolio OverlapQ2 2026CWS Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

CWS Financial Advisors, LLC is an institutional investor managing $451M across 171 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 CWS Financial Advisors are First Western Bank, Cooke Wealth, MAIMON WEALTH LTD., with shared positions in $SYK, $MCD, $PEP, $MDY, $FAST, $PM. The full ranking of 25 similar funds is below.

#1First Western Trust BankSmart money
Highly similar · 3 shared positions
$SYK$MCD$PEP
$2.1B
215 positions
#2Cooke Wealth Management, LLCSmart money
Substantial overlap · 3 shared positions
$SYK$MDY$FAST
$122M
39 positions
#3MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 4 shared positions
$SYK$MCD$PM$MO
$130M
80 positions
#4TruNorth Capital Management, LLCSmart money
Notable overlap · 4 shared positions
$SYK$MDY$MCD$PH
$623M
123 positions
#5CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 12 shared positions
$SYK$SO$LIN$FAST$ADI$ETR
$6.4B
290 positions
#6BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$SYK$PM$MO
$239M
72 positions
#7PUREfi Wealth, LLCPassive
Some overlap · 3 shared positions
$SYK$LIN$ADI
$182M
208 positions
#8BONNESS ENTERPRISES INCSmart money
Some overlap · 3 shared positions
$SYK$PGR$NTRS
$310M
37 positions
#9Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$SYK$MCD$PEP$PM$MO
$501M
106 positions
#10Manitou Investment Management Ltd.Smart money
Some overlap · 3 shared positions
$SYK$LIN$FAST
$538M
48 positions
#11Ardent Capital Management, Inc.Smart money
Some overlap · 6 shared positions
$SYK$PM$MO$MDY$MCD$SO
$241M
47 positions
#12Lantz Financial LLCPassive
Some overlap · 11 shared positions
$SO$PM$LIN$FAST$ADI$ETR
$546M
259 positions
#13Long Road Investment Counsel, LLCActive
Some overlap · 3 shared positions
$SYK$PEP$FAST
$271M
80 positions
#14VISTA CAPITAL PARTNERS, INC.Smart money
Some overlap · 3 shared positions
$SYK$SO$PH
$1.1B
170 positions
#15Boit C F DavidPassive
Some overlap · 8 shared positions
$SYK$MCD$PEP$LIN$ADI$CB
$238M
85 positions
#16Bath Savings Trust CoActive
Some overlap · 4 shared positions
$SYK$MCD$PEP$LMT
$965M
177 positions
#17Tandem Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$SYK$MCD$PEP$WEC
$1.5B
68 positions
#18DAVIS-REA LTD.Active
Some overlap · 4 shared positions
$SYK$MCD$LIN$CB
$351M
45 positions
#19Stonehage Fleming Financial Services Holdings LtdActive
Some overlap · 3 shared positions
$SYK$MCD$ADI
$2.9B
215 positions
#20JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$MCD$PEP
$4.1B
83 positions
#21ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SYK$MDY$MCD$PEP
$248M
96 positions
#22Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$SYK$MDY$PGR
$2.9B
350 positions
#23M3 Wealth Management, LLCActive
Some overlap · 5 shared positions
$SYK$SO$PEP$LMT$PH
$154M
35 positions
#24Shoker Investment Counsel, Inc.Active
Some overlap · 7 shared positions
$MDY$MCD$SO$PEP$ADI$MO
$398M
113 positions
#25LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$SYK$MCD$PEP$PM$CB
$273M
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.