How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SPWM Advisors

13F Portfolio OverlapQ1 2026SPWM Advisors portfolio →

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Most similar hedge funds by 13F overlap

SPWM Advisors LLC is an institutional investor managing $115M across 93 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 SPWM Advisors are TWIN CITY PRIVATE WEALTH,, ProVise Group,, Van Diest ,, with shared positions in $AMAT, $SCHW, $BKNG, $PM, $ELV, $IQV. The full ranking of 25 similar funds is below.

#1TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 14 shared positions

$AMAT $SCHW $BKNG $PM $ELV $IQV

$132M

96 positions

#2ProVise Management Group, LLCActive

Notable overlap · 17 shared positions

$PM $AMAT $SCHW $BKNG $ADI $WFC

$1.4B

261 positions

#3Van Diest Capital, LLCPassive

Notable overlap · 14 shared positions

$AMAT $SCHW $PM $ELV $BKNG $WFC

$127M

190 positions

#4FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 15 shared positions

$PM $SCHW $AMAT $BKNG $ADI $WFC

$319M

251 positions

#5CRUX WEALTH ADVISORSPassive

Notable overlap · 15 shared positions

$SCHW $AMAT $PM $BKNG $ADI $COP

$261M

181 positions

#6Flagstone Financial ManagementSmart money

Notable overlap · 3 shared positions

$AMN $SCHW $WFC

$403M

71 positions

#7DEFINE FINANCIAL, LLCSmart money

Notable overlap · 3 shared positions

$AMN $SCHW $BDX

$184M

41 positions

#8Unison Advisors LLCSmart money

Notable overlap · 3 shared positions

$AMN $COP $GD

$1.3B

175 positions

#9Invariant Investment ManagementActive

Notable overlap · 5 shared positions

$AMN $__PARK_1390777 $PM $COP $AMAT

$162M

70 positions

#10Fonville Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $GD

$525M

138 positions

#11CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 5 shared positions

$AMN $COP $GD $DIS $AMAT

$334M

70 positions

#12Plancorp, LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $RGLD

$3.5B

378 positions

#13BWM Planning, LLCActive

Notable overlap · 3 shared positions

$AMN $WFC $COP

$379M

87 positions

#14RW Investment Management LLCActive

Notable overlap · 3 shared positions

$AMN $COP $SCHW

$1.0B

113 positions

#15Kondo Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$AMN $DIS $WFC

$266M

69 positions

#16Symmetry Partners, LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $PM

$1.8B

209 positions

#17RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $SBUX $SCHW

$296M

80 positions

#18Bare Financial Services, IncPassive

Notable overlap · 4 shared positions

$AMN $COP $SCHW $AMAT

$378M

1,730 positions

#19Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$AMN $PM $ELV

$302M

51 positions

#20Tranquilli Financial Advisor LLCPassive

Notable overlap · 14 shared positions

$SCHW $BKNG $PM $WFC $COP $AMAT

$171M

132 positions

#21ENZI WEALTHActive

Notable overlap · 3 shared positions

$AMN $SCHW $PM

$288M

71 positions

#22Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $DIS

$931M

518 positions

#23CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 13 shared positions

$PM $SCHW $ADI $BKNG $WFC $COP

$758M

179 positions

#24Meriwether Wealth & Planning, LLCActive

Notable overlap · 14 shared positions

$BKNG $SCHW $AMAT $COP $GD $BDX

$183M

126 positions

#25BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$AMN $AMAT $ADI $WFC

$510M

85 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.