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 AWM ,

13F Portfolio OverlapQ1 2026AWM , portfolio →

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Most similar hedge funds by 13F overlap

AWM CAPITAL, LLC is an institutional investor managing $1.1B across 113 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 AWM , are Note Advisors,, Johnson Wealth ,, Hurlow Wealth Group,, with shared positions in $SCHW, $IAU, $HUM, $NSC, $NKE, $TRGP. The full ranking of 25 similar funds is below.

#1Note Advisors, LLCActive

Notable overlap · 4 shared positions

$SCHW $IAU $HUM $NSC

$200M

85 positions

#2Johnson Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $IAU $HUM

$207M

49 positions

#3Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$SCHW $IAU $HUM $NSC

$420M

120 positions

#4Heritage Wealth Management, Inc./TexasSmart money

Notable overlap · 5 shared positions

$SCHW $NKE $IAU $TRGP $HUM

$234M

41 positions

#5Financial Alternatives, IncActive

Notable overlap · 3 shared positions

$SCHW $IAU $HUM

$185M

79 positions

#6Ariston Services GroupActive

Notable overlap · 3 shared positions

$SCHW $IAU $HUM

$167M

71 positions

#7BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$SCHW $NKE $IAU $HUM

$251M

40 positions

#8Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SCHW $IAU $NKE

$110M

64 positions

#9DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$SCHW $IAU $IBIT $NKE

$464M

679 positions

#10Schoolcraft Capital LLCActive

Notable overlap · 3 shared positions

$SCHW $NKE $BABA

$516M

65 positions

#11Austin Asset Management Co IncSmart money

Notable overlap · 5 shared positions

$SCHW $NKE $FFIN $AMD $IAU

$608M

85 positions

#12Gibson Capital, LLCSmart money

Notable overlap · 4 shared positions

$SCHW $IAU $HUM $IBIT

$537M

87 positions

#13CURIO WEALTH, LLCActive

Notable overlap · 5 shared positions

$IAU $SCHW $NKE $NSC $AMD

$293M

1,255 positions

#14Rockwood Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$SCHW $IAU $HUM $NKE

$1.4B

118 positions

#15Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$SCHW $IAU $NKE

$398M

88 positions

#16Cordant, Inc.Active

Notable overlap · 4 shared positions

$SCHW $NKE $AMD $ICFI

$246M

75 positions

#17FMB WEALTH MANAGEMENTActive

Notable overlap · 4 shared positions

$IAU $NKE $NSC $SCHW

$242M

73 positions

#18Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$IAU $NKE $NSC $SCHW $HUM

$337M

117 positions

#19Archvest Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$SCHW $NKE $HUM

$155M

74 positions

#20ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$SCHW $NKE $ICFI $BP

$370M

119 positions

#21Amicus Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$SCHW $NSC $IBIT $ICFI $AMD

$363M

90 positions

#22Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$SCHW $NKE $ICFI $IAU $IBIT

$228M

72 positions

#23SWAN Capital LLCPassive

Some overlap · 3 shared positions

$SCHW $HUM $AMD

$272M

554 positions

#24Horizons Wealth ManagementActive

Some overlap · 5 shared positions

$SCHW $ICFI $IAU $IBIT $HUM

$152M

170 positions

#25Firestone Capital ManagementPassive

Some overlap · 4 shared positions

$SCHW $HUM $IAU $NSC

$480M

160 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.