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Hedge Funds Similar to NWF Advisory Services

13F Portfolio OverlapQ2 2026NWF Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

NWF Advisory Services Inc. is an institutional investor managing $1.1B across 456 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 NWF Advisory Services are INKWELL, Chou Associates, Bell & Brown Wealth Advisors, with shared positions in $AXP, $OXY, $MKL, $DIS, $BABA, $C. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$AXP$OXY$MKL$DIS
$96M
31 positions
#2Chou Associates Management Inc.Smart money
Some overlap · 4 shared positions
$OXY$BABA$C$GM
$217M
31 positions
#3Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$OXY$C$DIS$BABA
$330M
73 positions
#4SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$OXY$MKL$DIS$CB
$3.0B
79 positions
#5Poehling Capital Management, INC.Passive
Some overlap · 5 shared positions
$MKL$C$OXY$DIS$BABA
$466M
166 positions
#6Holowesko Partners Ltd.Active
Some overlap · 4 shared positions
$AXP$BABA$DIS$OXY
$395M
34 positions
#7Kennondale Capital Management LLCPassive
Some overlap · 4 shared positions
$MKL$C$OXY$HCC
$150M
80 positions
#8Bristlecone Value Partners, LLCActive
Some overlap · 4 shared positions
$AXP$MKL$DIS$OXY
$124M
70 positions
#9Northstar Group, Inc.Active
Some overlap · 5 shared positions
$AXP$MKL$DOV$DIS$CB
$777M
168 positions
#10Bayesian Capital Management, LPPassive
Some overlap · 5 shared positions
$BABA$C$AXP$GM$PLTR
$156M
223 positions
#11BERKSHIRE HATHAWAY INCSmart money
Some overlap · 3 shared positions
$AXP$OXY$CB
$299.3B
29 positions
#12EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$AXP$CB$C$DIS
$808M
156 positions
#13Lincoln Capital LLCActive
Some overlap · 5 shared positions
$MKL$DIS$AXP$OXY$CB
$562M
137 positions
#14Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$AXP$DOV$CB$PLTR
$216M
101 positions
#15CMT Capital Markets Trading GmbHActive
Some overlap · 4 shared positions
$BABA$C$AXP$PLTR
$11.8B
385 positions
#16Teewinot Capital Advisers, L.L.C.Active
Some overlap · 3 shared positions
$BABA$C$GM
$1.4B
31 positions
#17MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BABA$C$GM
$3.9B
80 positions
#18Van Cleef Asset Management,IncActive
Some overlap · 5 shared positions
$AXP$CB$DIS$DOV$PLTR
$981M
119 positions
#19Hosking Partners LLPActive
Some overlap · 3 shared positions
$AXP$C$HCC
$3.0B
98 positions
#20Bradyco, Inc.Active
Some overlap · 3 shared positions
$AXP$MKL$DIS
$87M
33 positions
#21Infusive Asset Management Inc.Passive
Some overlap · 3 shared positions
$AXP$BABA$DIS
$220M
30 positions
#22Davis Asset Management, L.P.Active
Some overlap · 4 shared positions
$MKL$BABA$CB$AXP
$3.9B
85 positions
#23Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$AXP$OXY$C$MKL
$146M
73 positions
#24Solitude Financial ServicesSmart money
Some overlap · 4 shared positions
$AXP$MKL$C$OXY
$361M
42 positions
#25Weil Company, Inc.Passive
Some overlap · 4 shared positions
$DOV$MKL$CB$AXP
$568M
133 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.