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Hedge Funds Similar to LWM ADVISORS

13F Portfolio OverlapQ1 2026LWM ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

LWM ADVISORS INC is an institutional investor managing $134M across 37 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 LWM ADVISORS are Hillcrest Wealth Advisors - NY,, STEPHENS GROUP ASSET ,, Cassaday & Wealth, with shared positions in $CTVA, $SNOW, $MKL, $UNIT, $NTRB. The full ranking of 25 similar funds is below.

#1Hillcrest Wealth Advisors - NY, LLCActive
Notable overlap · 3 shared positions
$CTVA$SNOW$MKL
$247M
51 positions
#2STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$SNOW$CTVA$UNIT
$1.6B
26 positions
#3Cassaday & Co Wealth Management LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$NTRB
$4.7B
1,361 positions
#4DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Notable overlap · 4 shared positions
$SNOW$CTVA$UNIT$MKL
$383M
77 positions
#5MONEYWISE, INC.Passive
Notable overlap · 3 shared positions
$CTVA$SNOW$NTRB
$229M
82 positions
#6Red Mountain Financial, LLCPassive
Notable overlap · 3 shared positions
$SNOW$CTVA$MKL
$106M
79 positions
#7Zhang Financial LLCActive
Notable overlap · 4 shared positions
$SNOW$CTVA$NTRB$UNIT
$2.9B
367 positions
#8Windward Private Wealth Management Inc.Smart money
Some overlap · 3 shared positions
$SNOW$CTVA$UNIT
$289M
44 positions
#9Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$SNOW$CTVA$MKL
$337M
50 positions
#10Grey Fox Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$CTVA$MKL
$518M
140 positions
#11BROWN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$CTVA$NTRB
$389M
116 positions
#12MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$10.0B
1,896 positions
#13Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$931M
518 positions
#14Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$950M
192 positions
#15Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$227M
74 positions
#16FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$754M
345 positions
#17Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$1.4B
58 positions
#18Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$1.1B
121 positions
#19C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$SNOW$UNIT$MKL
$214M
483 positions
#20PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$SNOW$UNIT$NTRB
$198M
106 positions
#21Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$335M
104 positions
#22BWM Planning, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$379M
87 positions
#23Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$UNIT
$607M
110 positions
#24Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$325M
57 positions
#25Valpey Financial Services, LLCPassive
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$154M
75 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.