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 CWS Financial Advisors,

13F Portfolio OverlapQ1 2026CWS Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

CWS Financial Advisors, LLC is an institutional investor managing $390M across 157 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 CWS Financial Advisors, are First Western Bank, Good Harbor Advisors,, MRWM Advisors,, with shared positions in $SYK, $MCD, $MAR, $BRZE, $HUM, $COP. The full ranking of 25 similar funds is below.

#1First Western Trust BankSmart money

Substantial overlap · 3 shared positions

$SYK $MCD $MAR

$2.0B

205 positions

#2Good Harbor Advisors, Inc.Passive

Notable overlap · 5 shared positions

$BRZE $HUM $COP $SO $MDY

$92M

82 positions

#3MRWM Advisors, LLCActive

Notable overlap · 7 shared positions

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

$184M

74 positions

#4FUNDSMITH INVESTMENT SERVICES LTD.Smart money

Notable overlap · 3 shared positions

$SYK $MAR $PM

$4.4B

24 positions

#5White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$BRZE $HUM $COP $UPST $MAR $PM

$721M

145 positions

#6Clarity Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$BRZE $HUM $CRM

$486M

108 positions

#7FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $HUM $COP

$264M

25 positions

#8McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BRZE $HUM $COP

$192M

27 positions

#9Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$BRZE $HUM $PM $LMT $MO

$255M

70 positions

#10Intelligent Financial StrategiesSmart money

Notable overlap · 7 shared positions

$BRZE $HUM $COP $MDY $MCD $PM

$192M

62 positions

#11McClarren Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$BRZE $HUM $MAR $UPST

$169M

79 positions

#12Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $HUM $UPST $MAR $MDY

$269M

506 positions

#13Curran Financial Partners, LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $UPST $MAR

$559M

127 positions

#14Fundsmith LLPActive

Notable overlap · 3 shared positions

$SYK $MAR $PM

$12.8B

34 positions

#15Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $IBM

$945M

412 positions

#16Beacon Financial Strategies CORPActive

Notable overlap · 6 shared positions

$BRZE $COP $UPST $HUM $IBM $MCD

$176M

177 positions

#17Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $MCD

$341M

64 positions

#18New England Private Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $BRZE $MAR $MDY $COP

$866M

194 positions

#19Winter & Associates, Inc.Passive

Notable overlap · 5 shared positions

$BRZE $COP $UPST $MDY $IBM

$114M

84 positions

#20MAIMON WEALTH MANAGEMENT LTD.Passive

Notable overlap · 6 shared positions

$SYK $MAR $MCD $BRZE $PM $MO

$114M

77 positions

#21STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $COP

$140M

29 positions

#22Creekside PartnersPassive

Notable overlap · 6 shared positions

$HUM $CRM $BRZE $COP $IBM $MCD

$243M

183 positions

#23BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$BRZE $HUM $SO

$689M

134 positions

#24Hartmann Taylor Wealth Management, LLCActive

Some overlap · 3 shared positions

$BRZE $HUM $CRM

$151M

54 positions

#25Kastel Capital Advisors, LLCActive

Some overlap · 3 shared positions

$HUM $BRZE $COP

$163M

55 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.