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 MWA Asset

13F Portfolio OverlapQ2 2026MWA Asset portfolio →

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Most similar hedge funds by 13F overlap

MWA Asset Management is an institutional investor managing $221M across 129 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 MWA Asset are Lifeworks Advisors, Riverview, AFFINITY INVESTMENT ADVISORS, with shared positions in $DELL, $STX, $CMI, $DE, $KLAC, $URI. The full ranking of 25 similar funds is below.

#1Lifeworks Advisors, LLCPassive

Notable overlap · 4 shared positions

$DELL $STX $CMI $DE

$955M

337 positions

#2Riverview Trust CoActive

Notable overlap · 3 shared positions

$STX $DE $KLAC

$84M

166 positions

#3AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$DELL $STX $URI $C

$197M

140 positions

#4Aull & Monroe Investment Management CorpPassive

Notable overlap · 3 shared positions

$STX $DE $CMI

$231M

125 positions

#5Gunderson Capital Management Inc.Active

Notable overlap · 3 shared positions

$DELL $STX $KLAC

$359M

54 positions

#6Safe Harbor Fiduciary, LLCActive

Notable overlap · 3 shared positions

$STX $DE $TJX

$128M

61 positions

#7Geneva Partners, LLCPassive

Notable overlap · 3 shared positions

$DELL $STX $KLAC

$334M

81 positions

#8Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$DELL $DE $CMI $TJX

$710M

193 positions

#9KTF INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$DELL $URI $BX $KLAC

$932M

89 positions

#10DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$DE $CMI $MMM $C $KMB

$530M

92 positions

#11CHAPIN DAVIS, INC.Passive

Notable overlap · 3 shared positions

$STX $DELL $KLAC

$520M

258 positions

#12Steadtrust LLCPassive

Notable overlap · 3 shared positions

$STX $DELL $BX

$198M

132 positions

#13BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$DELL $CMI $KLAC $TJX

$1.8B

356 positions

#14VALLEY WEALTH MANAGERS, INC.Passive

Some overlap · 3 shared positions

$STX $DELL $VRTX

$1.8B

345 positions

#15Fortis Advisors, LLCActive

Some overlap · 3 shared positions

$STX $C $BX

$214M

122 positions

#16KWMG, LLCPassive

Some overlap · 3 shared positions

$STX $TJX $KMB

$1.4B

155 positions

#17Legacy TrustPassive

Some overlap · 4 shared positions

$URI $CMI $GWW $KLAC

$566M

210 positions

#18E20 Capital LtdActive

Some overlap · 3 shared positions

$STX $KLAC $CDNS

$1.2B

22 positions

#19Edgemoor Investment Advisors, Inc.Active

Some overlap · 5 shared positions

$URI $DE $C $BX $VRTX

$1.5B

188 positions

#20Baer Investment Advisory LLCActive

Some overlap · 3 shared positions

$URI $DE $CDNS

$126M

65 positions

#21Williamson Legacy Group, LLCPassive

Some overlap · 3 shared positions

$STX $CMI $C

$201M

75 positions

#22BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 4 shared positions

$DE $CMI $MMM $C

$263M

90 positions

#23Cornerstone Investment Partners, LLCActive

Some overlap · 4 shared positions

$URI $CMI $KLAC $BX

$3.0B

312 positions

#24Traub Capital Management LLCPassive

Some overlap · 3 shared positions

$DELL $URI $C

$112M

132 positions

#25Verity & Verity, LLCActive

Some overlap · 3 shared positions

$DELL $CMI $FNF

$1.5B

139 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.