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Hedge Funds Similar to NWM ADVISORS,

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

NWM ADVISORS, LLC is an institutional investor managing $110M across 23 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 NWM ADVISORS, are MFG WEALTH ,, Enclave Advisors, JBR Financial, with shared positions in $UPS, $PLTR, $FITB, $AGQ, $MAR. The full ranking of 25 similar funds is below.

#1MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$UPS$PLTR$FITB$AGQ
$121M
61 positions
#2Enclave Advisors LLCActive
Some overlap · 3 shared positions
$MAR$PLTR$AGQ
$729M
132 positions
#3JBR Co Financial Management IncActive
Some overlap · 3 shared positions
$MAR$PLTR$AGQ
$239M
120 positions
#4ARMSTRONG ADVISORY GROUP, INCActive
Some overlap · 3 shared positions
$MAR$UPS$AGQ
$1.5B
958 positions
#5tru Independence LLCPassive
Some overlap · 3 shared positions
$MAR$FITB$AGQ
$202M
102 positions
#6DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$UPS$FITB
$77M
67 positions
#7Realta Investment AdvisorsPassive
Some overlap · 3 shared positions
$MAR$PLTR$AGQ
$288M
367 positions
#8Spire Wealth ManagementPassive
Some overlap · 3 shared positions
$MAR$PLTR$AGQ
$2.9B
2,248 positions
#9INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$UPS$FITB$MAR
$1.4B
2,248 positions
#10Finward BancorpPassive
Some overlap · 3 shared positions
$MAR$FITB$AGQ
$125M
104 positions
#11Bank of New HampshirePassive
Some overlap · 3 shared positions
$MAR$UPS$PLTR
$437M
542 positions
#12MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 3 shared positions
$PLTR$FITB$MAR
$314M
163 positions
#13United Advisor Group, LLCPassive
Some overlap · 3 shared positions
$PLTR$UPS$AGQ
$811M
508 positions
#14Trask Adam RolandPassive
Some overlap · 3 shared positions
$UPS$PLTR$FITB
$106M
190 positions
#15Harvest Investment Services, LLCPassive
Slight overlap · 3 shared positions
$PLTR$FITB$AGQ
$547M
346 positions
#16QTR Family Wealth, LLCPassive
Slight overlap · 3 shared positions
$PLTR$UPS$AGQ
$240M
287 positions
#17SBI Securities Co., Ltd.Passive
Slight overlap · 3 shared positions
$PLTR$MAR$AGQ
$3.6B
4,018 positions
#18Nova Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$PLTR$MAR$AGQ
$154M
545 positions
#19Lauer Wealth, LLCActive
Slight overlap · 4 shared positions
$MAR$PLTR$AGQ$UPS
$126M
67 positions
#20KRAEMATON INVESTMENT ADVISORS, INCPassive
Slight overlap · 3 shared positions
$PLTR$MAR$AGQ
$123M
99 positions
#21GTS SECURITIES LLCPassive
Slight overlap · 3 shared positions
$PLTR$MAR$AGQ
$2.8B
1,482 positions
#22Aegis Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$MAR$UPS$PLTR
$127M
111 positions
#23MANCHESTER FINANCIAL INCActive
Slight overlap · 3 shared positions
$FITB$PLTR$AGQ
$521M
140 positions
#24October Effect LtdPassive
Slight overlap · 3 shared positions
$MAR$FITB$AGQ
$87M
64 positions
#25Spectrum Wealth Advisory Group, LLCActive
Slight overlap · 4 shared positions
$FITB$PLTR$AGQ$MAR
$269M
58 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.