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Hedge Funds Similar to RWQ Financial Services,

13F Portfolio OverlapQ1 2026RWQ Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

RWQ Financial Management Services, Inc. is an institutional investor managing $153M across 22 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 RWQ Financial Services, are THAMES, 11 Partners, Telligent Fund,, with shared positions in $GEV, $GE, $MU, $SHW, $CEG. The full ranking of 25 similar funds is below.

#1THAMES CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GEV$GE$MU
$558M
43 positions
#211 Capital Partners LPActive
Notable overlap · 3 shared positions
$GEV$SHW$GE
$348M
20 positions
#3Telligent Fund, LPActive
Notable overlap · 3 shared positions
$GEV$GE$MU
$94M
24 positions
#4One Madison Group LLCActive
Notable overlap · 3 shared positions
$GEV$GE$SHW
$866M
28 positions
#5MARSICO CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GEV$GE$SHW
$3.4B
65 positions
#6Night Owl Capital Management, LLCActive
Notable overlap · 3 shared positions
$GEV$GE$CEG
$858M
30 positions
#7Munro PartnersActive
Notable overlap · 3 shared positions
$GEV$GE$CEG
$3.0B
59 positions
#8WESPAC Advisors SoCal, LLCPassive
Notable overlap · 5 shared positions
$SHW$CEG$GEV$MU$GE
$470M
119 positions
#9DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Notable overlap · 3 shared positions
$SHW$GE$GEV
$138M
37 positions
#10Schear Investment Advisers, LLCPassive
Notable overlap · 4 shared positions
$GEV$MU$GE$SHW
$227M
77 positions
#11Gunderson Capital Management Inc.Passive
Notable overlap · 3 shared positions
$GEV$GE$MU
$239M
46 positions
#12COATUE MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GEV$CEG$MU
$29.1B
62 positions
#13MARK ASSET MANAGEMENT LPSmart money
Notable overlap · 3 shared positions
$GEV$GE$MU
$1.1B
37 positions
#14Andrew Hill Investment Advisors, Inc.Passive
Notable overlap · 3 shared positions
$GEV$GE$CEG
$112M
54 positions
#15HFM Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$GEV$GE$CEG
$260M
1,210 positions
#16BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GEV$MU$GE
$437M
115 positions
#17HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GEV$GE$CEG
$162M
59 positions
#18BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$GEV$MU$GE
$121M
68 positions
#19Settian Capital LPActive
Some overlap · 4 shared positions
$GEV$GE$CEG$SHW
$143M
26 positions
#20Kozak & Associates, Inc.Active
Some overlap · 3 shared positions
$SHW$GEV$GE
$576M
451 positions
#21Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GEV$MU$CEG
$114M
52 positions
#22WJ Wealth Management, LLCActive
Some overlap · 3 shared positions
$SHW$MU$GE
$214M
70 positions
#23CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$GEV$GE$CEG
$1.3B
118 positions
#24Passumpsic Savings Bank
Some overlap · 3 shared positions
$GE$GEV$MU
$183M
90 positions
#25AXIOM INVESTORS LLC /DEActive
Some overlap · 3 shared positions
$GE$GEV$MU
$9.0B
121 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.