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Hedge Funds Similar to Northwest Wealth Advisors,

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

Northwest Wealth Advisors, LLC is an institutional investor managing $140M across 64 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 Wealth Advisors, are DAGCO,, Leo H. Evart,, White Lighthouse Investment, with shared positions in $MAR, $HUM, $MS, $KKR, $SHW, $DHR. The full ranking of 25 similar funds is below.

#1DAGCO, INC.Passive
Some overlap · 6 shared positions
$MAR$HUM$MS$KKR$SHW$DHR
$461M
353 positions
#2Leo H. Evart, Inc.Passive
Some overlap · 4 shared positions
$MAR$HUM$DHR$KKR
$117M
298 positions
#3White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$MAR$HUM$DHR$KKR
$721M
145 positions
#4Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$MAR$HUM$SHW$MS$REGN
$112M
97 positions
#5SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 4 shared positions
$MAR$HUM$DHR$MS
$106M
89 positions
#6Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MAR$HUM$REGN$DHR
$118M
73 positions
#7New Insight Wealth AdvisorsActive
Some overlap · 4 shared positions
$MAR$HUM$SHW$KKR
$279M
107 positions
#8ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 5 shared positions
$MAR$REGN$HUM$MS$KKR
$138M
59 positions
#9Guardian Capital, LLCPassive
Some overlap · 5 shared positions
$MAR$REGN$SHW$MS$KKR
$105M
81 positions
#10CVA Family Office, LLCPassive
Some overlap · 4 shared positions
$MAR$HUM$MS$KKR
$950M
1,838 positions
#11Financial Perspectives, IncPassive
Some overlap · 4 shared positions
$MAR$HUM$MS$KKR
$358M
716 positions
#12Wealth Group LtdSmart money
Some overlap · 5 shared positions
$MAR$DHR$REGN$MS$HUM
$439M
94 positions
#13APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$MAR$DHR$MS$KKR
$117M
72 positions
#14Eldridge Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$MAR$DHR$MS$KKR
$456M
154 positions
#15Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 4 shared positions
$MAR$HUM$KKR$DHR
$233M
105 positions
#16LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MAR$HUM$KKR$SHW
$595M
360 positions
#17CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$MAR$HUM$SHW$KKR
$105M
80 positions
#18Sound View Wealth Advisors Group, LLCPassive
Some overlap · 4 shared positions
$MAR$HUM$MS$KKR
$1.5B
422 positions
#19ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MAR$HUM$DHR
$153M
46 positions
#20Madison Wealth Partners, IncPassive
Some overlap · 5 shared positions
$HUM$DHR$MS$MAR$KKR
$627M
220 positions
#21W ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MAR$HUM$MS$KKR
$195M
141 positions
#22Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$MAR$HUM$REGN
$170M
48 positions
#23CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MAR$HUM$KKR$MS
$648M
134 positions
#24Bulwark Capital CorpActive
Some overlap · 5 shared positions
$MAR$HUM$KKR$MS$SHW
$162M
100 positions
#25Drucker Wealth 3.0, LLCPassive
Some overlap · 4 shared positions
$HUM$MAR$REGN$KKR
$573M
266 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.