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Hedge Funds Similar to DWR WEALTH ,

13F Portfolio OverlapQ1 2026DWR WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

DWR WEALTH MANAGEMENT, LLC is an institutional investor managing $134M across 56 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 DWR WEALTH , are GK Wealth, Hurlow Wealth Group,, Ariston Services Group, with shared positions in $SCHW, $IAU, $SBR, $CTVA, $MELI, $MDY. The full ranking of 25 similar funds is below.

#1GK Wealth Management LLCActive
Notable overlap · 15 shared positions
$SCHW$IAU$SBR$CTVA$MELI$MDY
$115M
51 positions
#2Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$SCHW$IAU$GE
$420M
120 positions
#3Ariston Services GroupActive
Notable overlap · 3 shared positions
$SCHW$IAU$ET
$167M
71 positions
#4Rockwood Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$IAU$ET
$1.4B
118 positions
#5Allen Investment Management, LLCActive
Notable overlap · 4 shared positions
$SCHW$MELI$NOW$GEV
$8.1B
221 positions
#6Empower Advisory Group, LLCActive
Notable overlap · 3 shared positions
$SCHW$IAU$NOW
$38.5B
510 positions
#7Archvest Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$SCHW$CTVA$GE$GEV
$155M
74 positions
#8Frankly Finances, LLCActive
Some overlap · 3 shared positions
$SCHW$IAU$ET
$110M
64 positions
#9MOLLER WEALTH PARTNERSActive
Some overlap · 4 shared positions
$SCHW$GE$GEV$NOW
$507M
67 positions
#10Omega Financial Group, LLCPassive
Some overlap · 3 shared positions
$SCHW$NOW$MDY
$308M
101 positions
#11Tillman Hartley LLCActive
Some overlap · 3 shared positions
$SCHW$IAU$CTVA
$398M
88 positions
#12Horizons Wealth ManagementActive
Some overlap · 5 shared positions
$SCHW$NOW$IAU$MDY$ANET
$152M
170 positions
#13PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$SCHW$NOW$GE$GEV
$567M
75 positions
#14Sand Hill Global Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$MDY
$3.0B
204 positions
#15Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$SCHW$IAU$MDY
$480M
160 positions
#16Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$SCHW$ANET$NOW$GE
$1.2B
95 positions
#17SWAN Capital LLCPassive
Some overlap · 3 shared positions
$SCHW$GE$GEV
$272M
554 positions
#18Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$MELI
$412M
78 positions
#19Financial Avengers, Inc.Active
Some overlap · 3 shared positions
$SCHW$GE$GEV
$219M
151 positions
#20ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$SCHW$CTVA$MDY
$370M
119 positions
#21TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 4 shared positions
$SCHW$NOW$CCJ$GE
$671M
59 positions
#22JDM Financial Group LLCActive
Some overlap · 4 shared positions
$SCHW$MDY$CTVA$GE
$259M
318 positions
#23Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$IAU$SCHW$MDY$CTVA
$279M
141 positions
#24Baron Financial Group, LLCActive
Some overlap · 3 shared positions
$SCHW$MDY$NOW
$185M
53 positions
#25PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$SCHW$GE$GEV
$166M
72 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.