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Hedge Funds Similar to PW Nova Financial Services

13F Portfolio OverlapQ1 2026PW Nova Financial Services portfolio →
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Most similar hedge funds by 13F overlap

PW Nova Financial Services LLC is an institutional investor managing $399M across 193 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 PW Nova Financial Services are CDKV, Odyssey Advisors,, Marshall & Sterling Wealth Advisors, with shared positions in $HUM, $MAR, $SAN, $LMT, $PANW, $KO. The full ranking of 25 similar funds is below.

#1CDKV HOLDINGS LLCActive
Some overlap · 7 shared positions
$HUM$MAR$SAN$LMT$PANW$KO
$114M
275 positions
#2Odyssey Capital Advisors, Inc.Passive
Some overlap · 6 shared positions
$MAR$SAN$HUM$SHW$CRWD$PANW
$112M
97 positions
#3Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 7 shared positions
$MAR$SAN$HUM$COP$LMT$AMGN
$153M
344 positions
#4Kraft, Davis & Associates, LLCPassive
Some overlap · 5 shared positions
$HUM$SAN$MKL$SHW$COP
$469M
151 positions
#5Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsPassive
Some overlap · 8 shared positions
$HUM$SHW$PLTR$GEV$COP$LMT
$818M
489 positions
#6ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MKL$MAR$SAN$SHW$PWR$COP
$301M
146 positions
#7MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 7 shared positions
$HUM$PLTR$LMT$MAR$GEV$CRWD
$314M
163 positions
#8Mosaic Advisors LLCPassive
Some overlap · 5 shared positions
$HUM$MKL$MAR$SHW$COP
$67M
42 positions
#9Realta Investment AdvisorsPassive
Some overlap · 7 shared positions
$MAR$PLTR$HUM$GEV$SAN$CRWD
$288M
367 positions
#10ALBION FINANCIAL GROUP /UTActive
Some overlap · 7 shared positions
$MKL$PWR$HUM$LMT$GEV$COP
$1.5B
737 positions
#11CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 4 shared positions
$HUM$MAR$MKL$GEV
$689M
198 positions
#12Junk Investment Group, LLCPassive
Some overlap · 5 shared positions
$HUM$MAR$MKL$AMGN$KO
$191M
88 positions
#13Schrum Private Wealth Management LLCPassive
Some overlap · 6 shared positions
$MAR$HUM$PLTR$LMT$PANW$KO
$131M
126 positions
#14Nikulski Financial, Inc.Passive
Some overlap · 6 shared positions
$HUM$SHW$LMT$PLTR$CRWD$PANW
$405M
175 positions
#15Leeward Financial Partners, LLCPassive
Some overlap · 5 shared positions
$MAR$SHW$HUM$PLTR$VRT
$336M
97 positions
#16Redwood Family Wealth LLCPassive
Some overlap · 6 shared positions
$HUM$MKL$LMT$VRT$COP$PLTR
$102M
102 positions
#17HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$HUM$MKL$PLTR$SAN$MAR
$238M
142 positions
#18Red Mountain Financial, LLCPassive
Some overlap · 5 shared positions
$HUM$MKL$MAR$LMT$AMGN
$106M
79 positions
#19M3 Wealth Management, LLCPassive
Some overlap · 5 shared positions
$HUM$MKL$LMT$GEV$PANW
$130M
35 positions
#20OMC Financial Services LTDActive
Some overlap · 7 shared positions
$MAR$LMT$GEV$CRWD$PANW$AMGN
$258M
64 positions
#21Global Wealth Management, LLCActive
Some overlap · 4 shared positions
$HUM$MAR$MKL$AMGN
$183M
44 positions
#22New Insight Wealth AdvisorsActive
Some overlap · 4 shared positions
$HUM$MAR$SHW$COP
$279M
107 positions
#23CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MAR$MKL$HUM$ICFI$COP
$648M
134 positions
#24ESG Planning DBA Harper InvestingPassive
Some overlap · 5 shared positions
$MAR$MKL$SHW$CRWD$PANW
$229M
75 positions
#25Grove Street Fiduciary, LLCActive
Some overlap · 5 shared positions
$HUM$MKL$MAR$GEV$AMGN
$227M
74 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.