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Hedge Funds Similar to FWL INVESTMENT ,

13F Portfolio OverlapQ1 2026FWL INVESTMENT , portfolio →
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Most similar hedge funds by 13F overlap

FWL INVESTMENT MANAGEMENT, LLC is an institutional investor managing $456M across 346 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 FWL INVESTMENT , are Blue Line , / IL, Ausbil Investment Ltd, Harrison Street Private Wealth, with shared positions in $MU, $ALPS, $USB, $LNG, $CCJ, $URI. The full ranking of 25 similar funds is below.

#1Blue Line Capital, LLC / ILPassive
Notable overlap · 7 shared positions
$MU$ALPS$USB$LNG$CCJ$URI
$88M
65 positions
#2Ausbil Investment Management LtdPassive
Notable overlap · 3 shared positions
$LNG$WMB$ETR
$201M
63 positions
#3Harrison Street Private Wealth LLCActive
Notable overlap · 3 shared positions
$LNG$WMB$ETR
$76M
21 positions
#4MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 5 shared positions
$CCJ$MDT$USB$WMB$MU
$115M
98 positions
#5KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 4 shared positions
$LNG$WMB$ETR$CCJ
$5.2B
48 positions
#6BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$CCJ$MU$GSAT$LNG$AGNC
$437M
115 positions
#7TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 3 shared positions
$LNG$WMB$ETR
$9.6B
90 positions
#8IronBridge Private Wealth, LLCActive
Notable overlap · 5 shared positions
$ALPS$USB$GSAT$PLTR$WMB
$310M
45 positions
#9TKG Advisors, LLCPassive
Notable overlap · 5 shared positions
$ETR$MU$ALPS$WMB$MDT
$242M
89 positions
#10SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Notable overlap · 4 shared positions
$ALPS$USB$SCHW$URI
$191M
88 positions
#11Gunderson Capital Management Inc.Passive
Notable overlap · 4 shared positions
$LNG$CCJ$MU$PLTR
$239M
46 positions
#12ADAPT WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$ALPS$GSAT$MU$USB
$276M
106 positions
#13Arosa Capital Management LPActive
Notable overlap · 4 shared positions
$WMB$CCJ$IREN$NVT
$660M
68 positions
#14EQUITY INVESTMENT CORPActive
Notable overlap · 4 shared positions
$USB$MDT$AGNC$SCHW
$5.1B
71 positions
#15Merewether Investment Management, LPActive
Notable overlap · 4 shared positions
$LNG$ETR$WMB$NVT
$5.2B
79 positions
#16REAVES W H & CO INCActive
Notable overlap · 3 shared positions
$ETR$WMB$CCJ
$6.0B
90 positions
#17KEYSTONE INVESTORS PTE LTD
Some overlap · 4 shared positions
$USB$MU$CCJ$URI
$1.1B
77 positions
#18KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$CCJ$MDT$IBN$SCHW
$181M
93 positions
#19Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$USB$GSAT$PLTR
$459M
290 positions
#20SAVA PENZISKO DRUSHTVO A.D. SKOPJEActive
Some overlap · 3 shared positions
$USB$LNG$GSAT
$327M
26 positions
#21NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Some overlap · 3 shared positions
$USB$GSAT$LKFT
$149M
55 positions
#22Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$MU$MDT$CACI
$301M
93 positions
#23Madrid Financial ServicesActive
Some overlap · 3 shared positions
$USB$GSAT$ALPS
$169M
26 positions
#24Kercheville Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$CCJ$MU$PLTR
$313M
106 positions
#251 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$USB$ALPS$GSAT
$277M
270 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.