Hedge Funds Similar to PW ADVISORS, \ FL

13F Portfolio OverlapQ1 2026PW ADVISORS, \ FL portfolio →

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Most similar hedge funds by 13F overlap

PW ADVISORS, LLC \ FL is an institutional investor managing $133M across 35 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 PW ADVISORS, \ FL are RED LIGHTHOUSE INVESTMENT ,, Shotwell Rutter Baer, Private Wealth Group,, with shared positions in $AMN, $NOW, $TXN, $NU, $CTVA. The full ranking of 25 similar funds is below.

#1RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$296M

80 positions

#2Shotwell Rutter Baer IncActive

Substantial overlap · 4 shared positions

$AMN $TXN $NU $NOW

$170M

38 positions

#3Private Wealth Management Group, LLCPassive

Notable overlap · 3 shared positions

$381M

1,426 positions

#4Morton Brown Family Wealth, LLCActive

Notable overlap · 3 shared positions

$378M

292 positions

#5Equita Financial Network, Inc.Active

Some overlap · 4 shared positions

$TXN $AMN $NU $NOW

$318M

87 positions

#6Higgins & Schmidt Wealth Strategies LLCActive

Some overlap · 3 shared positions

$219M

63 positions

#7Financial Synergies Wealth Advisors, Inc.Active

Some overlap · 3 shared positions

$AMN $TXN $CTVA

$1.0B

111 positions

#8ERn Financial, LLCActive

Some overlap · 3 shared positions

$532M

150 positions

#9rebel Financial LLCPassive

Some overlap · 3 shared positions

$231M

65 positions

#10XY Planning Network, Inc.Passive

Some overlap · 3 shared positions

$626M

273 positions

#11Wealth Architects, LLCPassive

Some overlap · 3 shared positions

$AMN $NOW $CTVA

$1.1B

244 positions

#12WCG Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$3.6B

519 positions

#13Falcon Wealth PlanningActive

Some overlap · 3 shared positions

$AMN $CTVA $NOW

$1.5B

236 positions

#14Brady Martz Wealth Solutions, LLCPassive

Some overlap · 3 shared positions

$AMN $TXN $CTVA

$587M

195 positions

#15Friday FinancialActive

Slight overlap · 3 shared positions

$AMN $TXN $CTVA

$290M

93 positions

#16BSW Wealth PartnersPassive

Slight overlap · 3 shared positions

$819M

312 positions

#17Legacy Edge Advisors, LLCActive

Slight overlap · 4 shared positions

$AMN $NOW $CTVA $NU

$951M

223 positions

#18True North Advisors, LLCPassive

Slight overlap · 3 shared positions

$TXN $CTVA $NOW

$877M

245 positions

#19Cambridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$AMN $CTVA $NOW

$295M

168 positions

#20JACOBS LEVY EQUITY MANAGEMENT, INCPassive

Slight overlap · 3 shared positions

$23.8B

953 positions

#21TIAA TRUST, NATIONAL ASSOCIATIONPassive

Slight overlap · 4 shared positions

$CTVA $AMN $NU $NOW

$1.6B

390 positions

#22TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive

Slight overlap · 3 shared positions

$26.0B

702 positions

#23RTD Financial Advisors, Inc.Active

Slight overlap · 3 shared positions

$814M

114 positions

#24GRAND WEALTH MANAGEMENT, LLCSmart money

Slight overlap · 3 shared positions

$AMN $CTVA $NOW

$212M

87 positions

#25BRANDYWINE OAK PRIVATE WEALTH LLCActive

Slight overlap · 3 shared positions

$CTVA $TXN $NOW

$1.2B

229 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.