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 NDWM

13F Portfolio OverlapQ1 2026NDWM portfolio →

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Most similar hedge funds by 13F overlap

NDWM LLC is an institutional investor managing $154M across 38 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 NDWM are Triton Financial Group, CMH Wealth, Holos Integrated Wealth, with shared positions in $LEN, $WT, $BA, $NOW, $PHYS, $D. The full ranking of 25 similar funds is below.

#1Triton Financial Group IncPassive

Some overlap · 3 shared positions

$LEN $WT $BA

$57M

62 positions

#2CMH Wealth Management LLCPassive

Some overlap · 3 shared positions

$LEN $NOW $BA

$583M

113 positions

#3Holos Integrated Wealth LLCPassive

Some overlap · 3 shared positions

$LEN $WT $PHYS

$198M

412 positions

#4VERITY Wealth AdvisorsActive

Some overlap · 3 shared positions

$LEN $NOW $WT

$150M

81 positions

#5PERSONAL CFO SOLUTIONS, LLCPassive

Some overlap · 3 shared positions

$LEN $NOW $BA

$712M

520 positions

#6Williams & Novak, LLCPassive

Slight overlap · 3 shared positions

$LEN $NOW $WT

$134M

143 positions

#7COLUMBIA ADVISORY PARTNERS LLCActive

Slight overlap · 4 shared positions

$LEN $WT $BA $PHYS

$157M

92 positions

#8Ausdal Financial Partners, Inc.Passive

Slight overlap · 4 shared positions

$LEN $NOW $WT $PHYS

$2.3B

985 positions

#9Presidio Capital Management, LLCActive

Slight overlap · 3 shared positions

$LEN $BA $NOW

$344M

79 positions

#10Financially in Tune, LLCActive

Slight overlap · 3 shared positions

$NOW $WT $LEN

$116M

77 positions

#11ISLAY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$NOW $WT $PHYS

$197M

204 positions

#12Sculati Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$NOW $WT $BA

$271M

116 positions

#13Canandaigua National Trust Co of FloridaPassive

Slight overlap · 3 shared positions

$NOW $WT $BA

$125M

108 positions

#14TWO SIGMA SECURITIES, LLCPassive

Slight overlap · 3 shared positions

$LEN $WT $NOW

$861M

1,599 positions

#15Archer Investment Management, LLCPassive

Slight overlap · 3 shared positions

$NOW $WT $LEN

$238M

108 positions

#16Sonoma Allocations LLCPassive

Slight overlap · 3 shared positions

$NOW $WT $LEN

$290M

145 positions

#17ACT Advisors, LLC.Active

Slight overlap · 3 shared positions

$LEN $WT $BA

$235M

78 positions

#18BlueStem Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$LEN $WT $NOW

$900M

124 positions

#19Heritage Wealth AdvisorsActive

Slight overlap · 3 shared positions

$LEN $PHYS $NOW

$2.6B

692 positions

#20Graves-Light Private Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$WT $LEN $D

$961M

197 positions

#21Opulen Financial Group LLCPassive

Slight overlap · 3 shared positions

$WT $NOW $LEN

$142M

114 positions

#22VICUS CAPITALActive

Slight overlap · 3 shared positions

$WT $LEN $NOW

$1.4B

250 positions

#23Rossby Financial, LCCPassive

Slight overlap · 3 shared positions

$WT $D $PHYS

$489M

2,271 positions

#24FULCRUM WEALTH ADVISORS, LLCActive

Slight overlap · 3 shared positions

$WT $BA $PHYS

$121M

72 positions

#25CERTUITY, LLCPassive

Slight overlap · 3 shared positions

$WT $BA $PHYS

$1.5B

659 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.