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 NWF Advisory Services

13F Portfolio OverlapQ1 2026NWF Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

NWF Advisory Services Inc. is an institutional investor managing $886M across 411 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 NWF Advisory Services are Hosking Partners LLP, Bell & Brown Wealth Advisors,, PARUS FINANCE (UK) Ltd, with shared positions in $MU, $AXP, $OXY, $BAC, $HCC, $C. The full ranking of 25 similar funds is below.

#1Hosking Partners LLPActive

Notable overlap · 6 shared positions

$MU $AXP $OXY $BAC $HCC $C

$2.8B

99 positions

#2Bell & Brown Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$OXY $BABA $AXP $UNH $C $DIS

$308M

68 positions

#3PARUS FINANCE (UK) LtdActive

Notable overlap · 5 shared positions

$MU $OXY $BABA $UNH $PLTR

$334M

37 positions

#4Leonteq Securities AGPassive

Some overlap · 6 shared positions

$MU $BABA $UNH $GM $C $PLTR

$2.7B

1,279 positions

#5KEMPNER CAPITAL MANAGEMENT INC.

Some overlap · 5 shared positions

$MU $UNH $BAC $C $DIS

$106M

43 positions

#6Ethos Capital Management, Inc.Active

Some overlap · 5 shared positions

$MU $NTRB $MAR $C $PLTR

$117M

56 positions

#7Chou Associates Management Inc.Smart money

Some overlap · 5 shared positions

$OXY $BABA $BAC $GM $C

$210M

31 positions

#8DCF Advisers, LLCActive

Some overlap · 4 shared positions

$MU $BABA $BAC $C

$375M

86 positions

#9Scott & Selber, Inc.Active

Some overlap · 4 shared positions

$MU $HUM $BAC $C

$387M

91 positions

#10Junk Investment Group, LLCPassive

Some overlap · 6 shared positions

$HUM $NTRB $MAR $DOV $MKL $KO

$191M

88 positions

#11Consolidated Investment Group LLCActive

Some overlap · 5 shared positions

$MU $BAC $C $MAR $UNH

$922M

77 positions

#12Crake Asset Management LLPSmart money

Some overlap · 5 shared positions

$MU $UNH $BAC $DIS $C

$2.9B

20 positions

#13BOYAR ASSET MANAGEMENT INC.Passive

Some overlap · 7 shared positions

$MAR $BAC $C $DIS $MKL $AXP

$176M

78 positions

#14Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 4 shared positions

$MU $UNH $AXP $C

$566M

28 positions

#15Mosaic Advisors LLCPassive

Some overlap · 5 shared positions

$HUM $NTRB $MAR $DOV $MKL

$67M

42 positions

#16INKWELL CAPITAL LLCActive

Some overlap · 5 shared positions

$OXY $AXP $UNH $DIS $MKL

$98M

31 positions

#17Bristlecone Value Partners, LLCPassive

Some overlap · 6 shared positions

$HUM $AXP $BAC $MKL $OXY $DIS

$114M

68 positions

#18Riverview Capital Advisers, LLCPassive

Some overlap · 4 shared positions

$MU $HUM $MKL $KO

$300M

86 positions

#19MeadowBrook Investment Advisors LLCPassive

Some overlap · 6 shared positions

$AXP $BAC $UNH $DOV $DIS $MKL

$113M

186 positions

#20Raab & Moskowitz Asset Management LLCPassive

Some overlap · 5 shared positions

$NTRB $HUM $MAR $BAC $KO

$450M

187 positions

#21Chemistry Wealth Management LLCPassive

Some overlap · 7 shared positions

$AXP $UNH $MU $MKL $BAC $BAH

$569M

204 positions

#22Blume Capital Management, Inc.Passive

Some overlap · 4 shared positions

$MU $BAC $C $DIS

$588M

337 positions

#23Kamunting Street Capital Management, L.P.Active

Some overlap · 3 shared positions

$MU $BABA $UNH

$183M

28 positions

#24KTF INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$MU $UNH $MAR $PLTR $BAC

$584M

91 positions

#25Game Creek Capital, LPPassive

Some overlap · 4 shared positions

$MU $BAC $GM $BAH

$301M

93 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.