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Hedge Funds Similar to MWA Asset

13F Portfolio OverlapQ1 2026MWA Asset portfolio →
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Most similar hedge funds by 13F overlap

MWA Asset Management is an institutional investor managing $182M across 154 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 MWA Asset are GRAYBILL WEALTH , LTD., Spectrum Financial Alliance Ltd, Viewpoint, with shared positions in $URI, $OTIS, $BAC, $NOW, $BDX, $GE. The full ranking of 25 similar funds is below.

#1GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Notable overlap · 7 shared positions
$URI$OTIS$BAC$NOW$BDX$GE
$328M
83 positions
#2Spectrum Financial Alliance Ltd LLCActive
Some overlap · 5 shared positions
$AGQ$BAC$C$GE$DE
$520M
30 positions
#3Viewpoint Capital Management LLCActive
Some overlap · 6 shared positions
$BAC$WT$MS$CTVA$C$GE
$214M
135 positions
#4DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$BAC$MMM$OTIS$C$DE
$240M
84 positions
#5MLP3, LLCPassive
Some overlap · 6 shared positions
$AGQ$MS$C$WT$SNOW$GE
$91M
86 positions
#6MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$URI$BAC$NOW$DE
$293M
103 positions
#7Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$BAC$MS$BDX$TRV$C
$9.8B
213 positions
#8Allied Investment Advisors, LLCActive
Some overlap · 4 shared positions
$BAC$OTIS$MMM$DE
$697M
100 positions
#9J.P. Marvel Investment Advisors, LLCActive
Some overlap · 6 shared positions
$BAC$MMM$MS$GE$DE$DELL
$705M
60 positions
#10Access Investment Management LLCPassive
Some overlap · 3 shared positions
$URI$BAC$C
$376M
157 positions
#11Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$AGQ$NOW$BAC
$301M
93 positions
#12KTF INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$URI$MS$DELL$HON$BAC
$584M
91 positions
#13Great Waters Wealth ManagementSmart money
Some overlap · 5 shared positions
$MMM$HON$NOW$SNOW$WT
$945M
121 positions
#14True North Advisors, LLCPassive
Some overlap · 6 shared positions
$BAC$SNOW$GE$CTVA$NOW$MS
$877M
245 positions
#15PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AGQ$BAC$GE
$166M
72 positions
#16Emissary Wealth LLCPassive
Some overlap · 7 shared positions
$NOW$SNOW$MS$AGQ$URI$DE
$107M
54 positions
#17Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$BAC$HON$C$GE$CTVA
$685M
380 positions
#18Weinberger Asset Management, IncActive
Some overlap · 5 shared positions
$BAC$CTVA$SHOP$GE$DE
$267M
92 positions
#19BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 4 shared positions
$BAC$HON$DELL$DE
$2.3B
264 positions
#20NZS Capital, LLCActive
Some overlap · 4 shared positions
$URI$CDNS$SNOW$SHOP
$3.0B
58 positions
#21XML Financial, LLCPassive
Some overlap · 6 shared positions
$NOW$MS$BAC$WT$SNOW$CTVA
$1.2B
421 positions
#22OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$BAC$HON$MS$MMM
$193M
108 positions
#23Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$URI$BAC$WSM
$322M
77 positions
#24Vanguard Capital Wealth AdvisorsPassive
Some overlap · 3 shared positions
$URI$BAC$MS
$108M
120 positions
#25Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$NOW$SNOW$TRV$C$HON
$566M
28 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.