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, LLCActive
Notable overlap · 3 shared positions
$MRVL$FIX$ANET
$161M
56 positions
#3Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$MRVL$FIX$HWM
$334M
81 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
$147M
126 positions
#7Aubrey Capital Management LtdPassive
Some overlap · 3 shared positions
$FIX$ANET$VIK
$115M
38 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
$169M
77 positions
#12Retireful, LLCPassive
Some overlap · 3 shared positions
$FIX$MRVL$ANET
$116M
86 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
$1.5B
143 positions
#16Insight Inv LLCPassive
Some overlap · 3 shared positions
$MRVL$TJX$EMR
$210M
108 positions
#17BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ANET$BNY$MRVL$TJX
$436M
104 positions
#18STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 3 shared positions
$FIX$ANET$TJX
$965M
79 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
$230M
30 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
$236M
98 positions
#25CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$MRVL$HWM$EMR
$520M
258 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.