13F Pro

Hedge Funds Similar to NWK Group

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

NWK Group, Inc. is an institutional investor managing $324M across 71 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 NWK Group are Alcosta, Bosman Wealth, Geneva Partners, with shared positions in $HWM, $ANET, $VIK, $ROST, $TJX, $MRVL. The full ranking of 25 similar funds is below.

#1Alcosta Capital Management, Inc.Active
Notable overlap · 5 shared positions
$HWM$ANET$VIK$ROST$TJX
$148M
22 positions
#2Bosman Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MRVL$FIX$ANET
$161M
56 positions
#3Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$MRVL$FIX$HWM
$375M
75 positions
#4Barnes Dennig Private Wealth Management LLCPassive
Notable overlap · 3 shared positions
$MRVL$BNY$TJX
$125M
365 positions
#5Shellback Capital, LPPassive
Some overlap · 4 shared positions
$HWM$VIK$ROST$VSXY
$1.1B
89 positions
#6PVG ASSET MANAGEMENT CORPPassive
Some overlap · 4 shared positions
$MRVL$HWM$VIK$APP
$173M
132 positions
#7Aubrey Capital Management LtdPassive
Some overlap · 3 shared positions
$FIX$ANET$VIK
$160M
39 positions
#8Dorsey Wright & AssociatesPassive
Some overlap · 3 shared positions
$FIX$HWM$BNY
$590M
131 positions
#9MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$HWM$ANET$FIX$BNY$SNOW
$582M
170 positions
#10First Washington CORPActive
Some overlap · 3 shared positions
$MRVL$ANET$FIX
$418M
51 positions
#11Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$BNY$ANET$ROST$HWM
$181M
73 positions
#12Retireful, LLCPassive
Some overlap · 3 shared positions
$FIX$MRVL$ANET
$107M
81 positions
#13Bellars Harris Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BNY$FIX$ANET$TJX
$491M
96 positions
#14Bank OZKPassive
Some overlap · 3 shared positions
$MRVL$ANET$TJX
$337M
159 positions
#15Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$FIX$ANET$TJX$MCK$APP
$2.5B
166 positions
#16Insight Inv LLCPassive
Some overlap · 3 shared positions
$MRVL$TJX$EMR
$212M
109 positions
#17BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ANET$BNY$MRVL$TJX
$414M
106 positions
#18STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 3 shared positions
$FIX$ANET$TJX
$918M
75 positions
#19Kimelman & Baird, LLCActive
Some overlap · 3 shared positions
$MRVL$TJX$EMR
$1.3B
261 positions
#20KEYSTONE INVESTORS PTE LTDActive
Some overlap · 4 shared positions
$MRVL$ROST$FIX$SNOW
$1.9B
84 positions
#21RPg Family Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$BNY$HWM$PYPL
$612M
141 positions
#22Spear Advisors LLCActive
Some overlap · 3 shared positions
$MRVL$ANET$SNOW
$291M
28 positions
#23Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$ANET$APP
$517M
86 positions
#24Braeburn Wealth Management LLCActive
Some overlap · 4 shared positions
$FIX$MRVL$VIK$HWM
$233M
99 positions
#25CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$MRVL$HWM$EMR
$569M
256 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.