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 Northwest Financial Advisors

13F Portfolio OverlapQ1 2026Northwest Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Northwest Financial Advisors is an institutional investor managing $52M across 66 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 Northwest Financial Advisors are Paragon Advisors,, Deane Retirement Strategies,, DAHRING {-} CUSMANO, with shared positions in $AGQ, $JHG, $BAH, $GEV, $CRM, $LMT. The full ranking of 25 similar funds is below.

#1Paragon Advisors, LLCActive

Notable overlap · 4 shared positions

$AGQ $JHG $BAH $GEV

$371M

76 positions

#2Deane Retirement Strategies, Inc.Passive

Notable overlap · 3 shared positions

$AGQ $CRM $LMT

$249M

57 positions

#3DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$JHG $CRM $BAH $HUM

$163M

58 positions

#4Landmark Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$AGQ $HUM $GEV $GE $LMT

$373M

148 positions

#5Prasad Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $IBM

$367M

146 positions

#6MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$JHG $AGQ $BRZE $LMT $HUM $BAH

$144M

99 positions

#7CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$JHG $HUM $MAR $AGQ $BRZE $IBM

$648M

134 positions

#8MJP ASSOCIATES INC /ADVPassive

Notable overlap · 5 shared positions

$JHG $AGQ $HUM $IBM $GE

$824M

231 positions

#9Aprio Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$JHG $CRM $AGQ $BAH $HUM

$1.8B

613 positions

#10TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 3 shared positions

$AGQ $GD $IBM

$911M

918 positions

#11IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$AGQ $LMT $GEV

$446M

95 positions

#12Ridgepath Capital Management LLCActive

Notable overlap · 4 shared positions

$AGQ $VZ $GE $GEV

$201M

51 positions

#13Sage Mountain Advisors LLCActive

Notable overlap · 4 shared positions

$JHG $BRZE $MAR $SOLV

$1.4B

281 positions

#14Advance Capital Management, Inc.Smart money

Notable overlap · 3 shared positions

$JHG $CRM $VZ

$2.6B

185 positions

#15Englebert Financial Advisers, LLCActive

Notable overlap · 3 shared positions

$JHG $CRM $SOLV

$88M

55 positions

#16Burford Brothers, Inc.Passive

Notable overlap · 6 shared positions

$JHG $CRM $VZ $GE $IBM $GEV

$244M

172 positions

#17New England Private Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$JHG $BRZE $HUM $MAR $AGQ

$866M

194 positions

#18Innova Wealth PartnersPassive

Notable overlap · 5 shared positions

$JHG $AGQ $HUM $BRZE $IBM

$211M

166 positions

#19PFS Partners, LLCActive

Notable overlap · 6 shared positions

$JHG $MAR $GE $VZ $GEV $IBM

$218M

590 positions

#20Dogwood Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AGQ $JHG $GE

$230M

860 positions

#21Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $HUM $AGQ $IBM

$383M

290 positions

#22Leelyn Smith, LLCPassive

Notable overlap · 4 shared positions

$JHG $GD $LMT $BRZE

$713M

154 positions

#23Weaver Consulting GroupPassive

Notable overlap · 6 shared positions

$JHG $HUM $BAH $GE $GEV $VZ

$420M

275 positions

#24Main Street Group, LTDActive

Notable overlap · 3 shared positions

$AGQ $MAR $IBM

$340M

865 positions

#25Pacific Wealth Strategies Group, Inc.Active

Notable overlap · 4 shared positions

$AGQ $LMT $GE $JHG

$160M

62 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.