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 OverlapQ2 2026SPWM Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SPWM Advisors LLC is an institutional investor managing $108M across 90 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SPWM Advisors are Oregon Pacific Wealth, CRUX WEALTH ADVISORS, Tranquilli Financial Advisor, with shared positions in $SCHW, $BKNG, $PM, $ELV, $IQV, $ICE. The full ranking of 25 similar funds is below.

#1Oregon Pacific Wealth Management, LLCActive

Notable overlap · 17 shared positions

$SCHW $BKNG $PM $ELV $IQV $ICE

$108M

114 positions

#2CRUX WEALTH ADVISORSPassive

Notable overlap · 16 shared positions

$SCHW $BKNG $PM $ELV $IQV $WFC

$289M

192 positions

#3Tranquilli Financial Advisor LLCPassive

Notable overlap · 16 shared positions

$SCHW $BKNG $PM $ELV $WFC $BDX

$186M

135 positions

#4Independence Wealth Advisors, LLCActive

Notable overlap · 16 shared positions

$SCHW $BKNG $PM $ELV $IQV $WFC

$199M

85 positions

#5Voya Financial Advisors, Inc.Smart money

Notable overlap · 17 shared positions

$SCHW $PM $BKNG $ELV $IQV $WFC

$1.1B

208 positions

#6Keystone Financial ServicesActive

Notable overlap · 14 shared positions

$SCHW $BKNG $PM $ELV $WFC $BDX

$388M

131 positions

#7FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 13 shared positions

$BKNG $SCHW $PM $ELV $WFC $BDX

$355M

257 positions

#8ProVise Management Group, LLCPassive

Notable overlap · 13 shared positions

$SCHW $PM $BKNG $WFC $ELV $BDX

$1.5B

282 positions

#9TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 11 shared positions

$SCHW $BKNG $PM $ELV $IQV $ICE

$143M

104 positions

#10Unique Wealth Strategies, LLCPassive

Notable overlap · 14 shared positions

$BKNG $PM $GD $ADI $BNY $ELV

$273M

222 positions

#11Meriwether Wealth & Planning, LLCActive

Notable overlap · 11 shared positions

$BKNG $SCHW $ELV $BDX $MDT $GD

$222M

872 positions

#12One Wealth Map LLCActive

Notable overlap · 10 shared positions

$SCHW $BKNG $IQV $ELV $ICE $DIS

$220M

106 positions

#13Trajan Wealth LLCActive

Notable overlap · 8 shared positions

$BKNG $PM $ELV $IQV $GD $SCHW

$2.6B

152 positions

#14CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 9 shared positions

$PM $SCHW $WFC $BKNG $MDT $GD

$857M

179 positions

#15HARRIS ASSOCIATES L PActive

Notable overlap · 7 shared positions

$SCHW $ELV $IQV $ICE $WFC $COP

$75.4B

162 positions

#16Cape Investment Advisory, Inc.Passive

Notable overlap · 10 shared positions

$SCHW $BKNG $IQV $ELV $DIS $ICE

$388M

1,472 positions

#17Van Diest Capital, LLCPassive

Notable overlap · 8 shared positions

$SCHW $BKNG $PM $WFC $ELV $QCOM

$112M

176 positions

#18DODGE & COXActive

Notable overlap · 6 shared positions

$SCHW $BKNG $WFC $BNY $AJG $APD

$191.0B

222 positions

#19KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Some overlap · 6 shared positions

$SCHW $PM $MDT $QCOM $COP $UL

$198M

97 positions

#20Investment Research & Advisory Group, Inc.Active

Some overlap · 5 shared positions

$SCHW $PM $BKNG $IQV $GD

$337M

333 positions

#21Patriot Financial Group Insurance Agency, LLCPassive

Some overlap · 8 shared positions

$PM $BKNG $WFC $SCHW $COP $BDX

$1.0B

499 positions

#22First Eagle Investment Management, LLCActive

Some overlap · 6 shared positions

$PM $BKNG $ELV $BDX $MDT $BNY

$59.9B

424 positions

#23Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 11 shared positions

$PM $BKNG $SCHW $BNY $ADI $COP

$637M

125 positions

#24Cullen Capital Management, LLCActive

Some overlap · 7 shared positions

$PM $BDX $MDT $GD $QCOM $COP

$10.2B

208 positions

#25HF Advisory Group, LLCPassive

Some overlap · 5 shared positions

$BKNG $PM $SCHW $WFC $ELV

$336M

174 positions

Compare SPWM Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SPWM Advisors’s holdings

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.