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 Vawter Financial, Ltd.

13F Portfolio OverlapQ1 2026Vawter Financial, Ltd. portfolio →

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Most similar hedge funds by 13F overlap

Vawter Financial, Ltd. is an institutional investor managing $238M across 122 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 Vawter Financial, Ltd. are Prosperity Planning,, Ballast Financial Advisors, Plum Street Advisors,, with shared positions in $AMN, $UNIT, $CTVA, $O, $SNOW, $EPAM. The full ranking of 25 similar funds is below.

#1Prosperity Planning, Inc.Active

Notable overlap · 9 shared positions

$AMN $UNIT $CTVA $O $SNOW $EPAM

$395M

110 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$AMN $UNIT $IAU $BRZE $USB $KKR

$98M

68 positions

#3Plum Street Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $UNIT $IAU $SNOW $CTVA

$289M

98 positions

#4FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 5 shared positions

$AMN $UNIT $BRZE $SNOW $SCHW

$293M

105 positions

#5COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 4 shared positions

$AMN $UNIT $BRZE $KKR

$489M

161 positions

#6Tillman Hartley LLCActive

Notable overlap · 6 shared positions

$AMN $SNOW $IAU $CTVA $BRZE $SCHW

$398M

88 positions

#7Integrity Wealth Solutions LLCPassive

Notable overlap · 7 shared positions

$AMN $UNIT $IAU $BRZE $SNOW $SCHW

$255M

130 positions

#8Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 6 shared positions

$AMN $SNOW $IAU $EPAM $UNIT $SCHW

$931M

518 positions

#9Fonville Wealth Management LLCPassive

Notable overlap · 8 shared positions

$AMN $SNOW $BRZE $EPAM $UNIT $SCHW

$525M

138 positions

#10Bare Financial Services, IncPassive

Notable overlap · 5 shared positions

$AMN $CTVA $SNOW $UNIT $SCHW

$378M

1,730 positions

#11Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$AMN $SNOW $IAU $PHYS $KKR

$126M

74 positions

#12Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 5 shared positions

$AMN $UNIT $SCHW $KKR $USB

$2.2B

79 positions

#13Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 7 shared positions

$AMN $UNIT $SNOW $BRZE $USB $IAU

$718M

278 positions

#14Beaird Harris Wealth Management, LLCActive

Notable overlap · 7 shared positions

$AMN $IAU $UNIT $PHYS $SNOW $USB

$1.5B

686 positions

#15WealthCollab, LLCPassive

Notable overlap · 6 shared positions

$AMN $SNOW $BRZE $IAU $USB $SCHW

$243M

977 positions

#16Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$AMN $SNOW $IAU $SCHW

$233M

676 positions

#17Financial Futures Ltd Liability Co.Active

Notable overlap · 7 shared positions

$AMN $SNOW $USB $IAU $UNIT $SCHW

$228M

72 positions

#18IF Advisors, LLCPassive

Notable overlap · 4 shared positions

$AMN $UNIT $BRZE $SCHW

$141M

53 positions

#19NORTHWEST WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$AMN $CTVA $UNIT $USB

$665M

255 positions

#20WorthPointe, LLCActive

Notable overlap · 6 shared positions

$AMN $SNOW $IAU $BRZE $ASML $GE

$369M

118 positions

#21Focus Partners Advisor Solutions, LLCPassive

Notable overlap · 7 shared positions

$AMN $UNIT $BRZE $SYK $SNOW $IAU

$9.9B

1,249 positions

#22LAM GROUP, INC.Passive

Notable overlap · 3 shared positions

$AMN $UNIT $SCHW

$182M

136 positions

#23Yardley Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $CTVA $EPAM

$195M

36 positions

#24Greenline Partners, LLCActive

Notable overlap · 5 shared positions

$AMN $IAU $SNOW $BRZE $EPAM

$930M

144 positions

#25Burton Enright WelchActive

Notable overlap · 5 shared positions

$AMN $IAU $BRZE $SYK $SCHW

$736M

134 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.