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Hedge Funds Similar to Wealth Advisors Northwest

13F Portfolio OverlapQ1 2026Wealth Advisors Northwest portfolio →
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Most similar hedge funds by 13F overlap

Wealth Advisors Northwest LLC is an institutional investor managing $293M across 65 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 Wealth Advisors Northwest are Forum Financial ,, GREAT OAK PARTNERS,, SATOVSKY ASSET, with shared positions in $NEE, $IAU, $AMGN, $MAR, $HPE, $GMM. The full ranking of 25 similar funds is below.

#1Forum Financial Management, LPSmart money
Notable overlap · 4 shared positions
$NEE$IAU$AMGN$MAR
$7.1B
331 positions
#2GREAT OAK CAPITAL PARTNERS, LLCSmart money
Notable overlap · 3 shared positions
$NEE$IAU$MAR
$430M
47 positions
#3SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$NEE$IAU$MAR
$566M
73 positions
#4Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$NEE$MAR$IAU
$315M
56 positions
#5Financial Sense Advisors, Inc.Passive
Notable overlap · 4 shared positions
$NEE$HPE$IAU$AMGN
$493M
142 positions
#6CPA Asset Management LLCActive
Some overlap · 3 shared positions
$NEE$IAU$AMGN
$298M
99 positions
#7Applied Capital LLCActive
Some overlap · 3 shared positions
$NEE$MAR$IAU
$268M
50 positions
#8WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$NEE$MAR$AMGN
$1.2B
69 positions
#9Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$NEE$HPE$AMGN
$223M
109 positions
#10TORRAY LLCPassive
Some overlap · 3 shared positions
$NEE$HPE$AMGN
$682M
88 positions
#11Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$NEE$IAU$AMGN
$218M
69 positions
#12Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$NEE$MAR$AMGN
$170M
48 positions
#13Sanchez Levi GarrettActive
Some overlap · 3 shared positions
$NEE$GMM$IAU
$159M
74 positions
#14Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$IAU$AMGN
$477M
70 positions
#15BALDWIN WEALTH PARTNERS LLC/MAActive
Some overlap · 3 shared positions
$NEE$MAR$IAU
$1.4B
222 positions
#16OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$NEE$MAR$AMGN
$311M
318 positions
#17Foundation Wealth Management, LLC\PAActive
Some overlap · 4 shared positions
$NEE$GMM$MAR$IAU
$284M
91 positions
#18Kesler, Norman & Wride, LLCPassive
Some overlap · 3 shared positions
$MAR$NEE$AMGN
$581M
245 positions
#19FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$MAR$IAU$AMGN$NEE
$242M
73 positions
#20Stablepoint Partners, LLCPassive
Some overlap · 3 shared positions
$NEE$IAU$AMGN
$673M
260 positions
#21KCM INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$MAR$NEE$AMGN
$3.0B
393 positions
#22MACKAY SHIELDS LLCPassive
Some overlap · 3 shared positions
$HPE$NEE$IAU
$2.7B
111 positions
#23Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$NEE$MAR$GMM$IAU
$117M
74 positions
#24JMAC ENTERPRISES LLCPassive
Some overlap · 4 shared positions
$MAR$IAU$AMGN$NEE
$522M
117 positions
#25Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$MAR$IAU$GMM$NEE
$589M
138 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.