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Hedge Funds Similar to DWR WEALTH

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DWR WEALTH are GLR Partners, SHELTON WEALTH, Impact Investors, with shared positions in $MDY, $ANET, $MELI, $CCJ, $MUFG, $ET. The full ranking of 17 similar funds is below.

#1GLR Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$ANET$MELI
$215M
111 positions
#2SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CCJ$MELI$ANET
$255M
144 positions
#3Impact Investors, IncPassive
Some overlap · 3 shared positions
$ANET$MUFG$MELI
$137M
88 positions
#4Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$MDY$ET$MELI
$183M
63 positions
#5Bear Mountain Capital, Inc.Active
Some overlap · 4 shared positions
$MDY$MUFG$CCJ$ARM
$345M
214 positions
#6Stanley-Laman Group, Ltd.Passive
Some overlap · 3 shared positions
$CCJ$ANET$ARM
$984M
298 positions
#7Permanens Capital L.P.Active
Some overlap · 3 shared positions
$CCJ$MUFG$MELI
$972M
100 positions
#8Pekin Hardy Strauss, Inc.Passive
Some overlap · 3 shared positions
$CCJ$ET$MUFG
$1.1B
511 positions
#9GILDER GAGNON HOWE & CO LLCPassive
Some overlap · 3 shared positions
$ANET$MELI$ARM
$9.7B
274 positions
#10NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$MELI$MUFG$ANET
$341M
91 positions
#11Sustainable Growth Advisers, LPActive
Slight overlap · 3 shared positions
$ANET$ARM$MELI
$10.2B
47 positions
#12Henry James International Management Inc.Passive
Slight overlap · 3 shared positions
$CCJ$MUFG$ARM
$334M
91 positions
#13SCS Capital Management LLCActive
Slight overlap · 3 shared positions
$MDY$ET$MUFG
$10.6B
485 positions
#14SCHRODER INVESTMENT MANAGEMENT GROUPPassive
Slight overlap · 3 shared positions
$ANET$MELI$ARM
$141.1B
1,167 positions
#15Ballast Rock Private Wealth LLCPassive
Slight overlap · 3 shared positions
$MELI$ET$MDY
$217M
192 positions
#16GOULD ASSET MANAGEMENT LLC /CA/Smart money
Slight overlap · 3 shared positions
$MDY$MUFG$ET
$635M
176 positions
#17Lavaca Capital LLCSmart money
Slight overlap · 4 shared positions
$ET$MDY$ANET$MELI
$1.0B
358 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.