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Hedge Funds Similar to SWMG

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

SWMG, LLC is an institutional investor managing $424M across 100 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 SWMG are 12th Street Asset Company, Atwater Malick, PAX Financial Group, with shared positions in $CLH, $PNFP, $KEX, $DGX, $NVO, $IAU. The full ranking of 6 similar funds is below.

#112th Street Asset Management Company, LLCActive
Some overlap · 3 shared positions
$CLH$PNFP$KEX
$702M
32 positions
#2Atwater Malick LLCActive
Some overlap · 3 shared positions
$DGX$NVO$IAU
$459M
130 positions
#3PAX Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$NVO$PNFP
$673M
207 positions
#4Coyle Financial Counsel LLCActive
Slight overlap · 3 shared positions
$CLH$PNFP$KEX
$548M
126 positions
#5WFA of San Diego, LLCPassive
Slight overlap · 3 shared positions
$NVO$IAU$LMT
$122M
94 positions
#6Norman Fields, Gottscho Capital Management, LLCActive
Slight overlap · 3 shared positions
$NVO$LMT$KEX
$330M
64 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.