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Hedge Funds Similar to PW Nova Financial Services

13F Portfolio OverlapQ2 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 $466M across 208 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 PW Nova Financial Services are Trifecta Advisors, Blue Line , / IL, Sterling Investment Advisors, Ltd., with shared positions in $CRWD, $VRT, $PLTR, $ETN, $LMT, $AMGN. The full ranking of 25 similar funds is below.

#1Trifecta Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$CRWD$VRT$PLTR$ETN$LMT$AMGN
$776M
493 positions
#2Blue Line Capital, LLC / ILPassive
Some overlap · 6 shared positions
$CRWD$VRT$PLTR$ETN$AMGN$MTZ
$120M
92 positions
#3Sterling Investment Advisors, Ltd.Passive
Some overlap · 6 shared positions
$CRWD$VRT$LMT$PLTR$AMGN$ETN
$599M
225 positions
#4Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$PWR$CRWD$VRT$ETN$MTZ
$442M
84 positions
#5ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$CRWD$PWR$VRT$UBER
$4.4B
109 positions
#6Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$PWR$CRWD$VRT$PLTR
$214M
76 positions
#7SYCOMORE ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$PWR$VRT$ETN$CRWD$MTZ
$932M
72 positions
#8Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PWR$VRT$PLTR$ETN
$119M
113 positions
#9Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$CRWD$VRT$PLTR$ETN
$917M
38 positions
#10Robbins FarleyPassive
Some overlap · 4 shared positions
$PWR$CRWD$ETN$UBER
$260M
157 positions
#11RH Tailwind Management, LLCActive
Some overlap · 4 shared positions
$PWR$VRT$PLTR$MTZ
$1.0B
58 positions
#12Lord & Richards Wealth Management, LLCActive
Some overlap · 4 shared positions
$PWR$CRWD$LMT$UBER
$128M
49 positions
#13N10 WEALTH, LLCActive
Some overlap · 5 shared positions
$PWR$VRT$PLTR$UBER$AMGN
$282M
43 positions
#14Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$LMT$PLTR$MCD$UBER
$405M
118 positions
#15Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$PLTR$ETN$UBER
$323M
177 positions
#16N10 ASSETS, LLCActive
Some overlap · 4 shared positions
$PWR$VRT$PLTR$UBER
$231M
34 positions
#17MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PWR$VRT$PLTR$AMGN
$636M
262 positions
#18Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$PWR$VRT$LMT$PLTR$AMGN
$198M
912 positions
#19ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$CRWD$VRT$PLTR$UBER
$551M
40 positions
#20Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$PLTR$UBER
$228M
70 positions
#21Traynor Capital Management, Inc.Active
Some overlap · 5 shared positions
$CRWD$VRT$UBER$LMT$PWR
$2.2B
369 positions
#22ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$PWR$LMT$AMGN$MCD$UBER
$1.7B
652 positions
#23Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$CRWD$PLTR$VRT$ETN
$560M
132 positions
#24Clarus Wealth AdvisorsPassive
Some overlap · 4 shared positions
$PWR$VRT$PLTR$LMT
$260M
86 positions
#25RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$PWR$CRWD$PLTR
$973M
93 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.