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Hedge Funds Similar to CPWA

13F Portfolio OverlapQ2 2026CPWA portfolio →
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Most similar hedge funds by 13F overlap

CPWA, LLC is an institutional investor managing $86M across 94 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 CPWA are William Allan, Vertrix Wealth, Financial Gravity Asset, with shared positions in $NKE, $MCD, $LOW, $DIS, $SBUX, $MMM. The full ranking of 25 similar funds is below.

#1William Allan CorpActive
Some overlap · 6 shared positions
$NKE$MCD$LOW$DIS$SBUX$MMM
$204M
62 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MCD$LOW$DUK$KLAC$SBUX
$297M
103 positions
#3Financial Gravity Asset Management, Inc.
Some overlap · 5 shared positions
$NVS$NKE$MMM$DIS$SBUX
$562M
973 positions
#4TOWER BRIDGE ADVISORSPassive
Some overlap · 4 shared positions
$MCD$NVS$LOW$DUK
$1.1B
222 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$MCD$NVS$LOW$DIS
$529M
75 positions
#6Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$NKE$LOW$DUK$DIS
$660M
385 positions
#7Roxbury Financial LLCPassive
Some overlap · 4 shared positions
$MCD$LOW$NVS$DUK
$126M
410 positions
#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MCD$LOW$DUK$KLAC
$390M
103 positions
#9WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$MCD$LOW$DUK$MMM
$472M
184 positions
#10LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$MCD$LOW$DUK$MMM
$573M
129 positions
#11B&D White Capital Company, LLCActive
Some overlap · 3 shared positions
$NKE$MCD$LOW
$1.0B
94 positions
#12Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$MCD$NVS$KLAC$MMM
$259M
118 positions
#13PIONEER TRUST BANK N A/ORPassive
Some overlap · 4 shared positions
$MCD$LOW$NKE$DIS
$441M
87 positions
#14HS Management Partners, LLCActive
Some overlap · 4 shared positions
$NKE$MCD$DIS$SBUX
$291M
24 positions
#15Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$MCD$LOW$NKE$DIS
$208M
86 positions
#16Wealth Group, Ltd.Passive
Some overlap · 4 shared positions
$MCD$LOW$DUK$MMM
$401M
106 positions
#17PHYSICIANS FINANCIAL SERVICES, INC.Active
Some overlap · 4 shared positions
$MCD$LOW$DUK$MMM
$401M
106 positions
#18BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 4 shared positions
$MCD$LOW$DUK$DIS
$453M
121 positions
#19Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$MCD$LOW$DUK$SBUX
$334M
127 positions
#20Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MCD$LOW$DUK$SBUX
$817M
89 positions
#21Veratis Advisors, Inc.Passive
Some overlap · 4 shared positions
$MCD$LOW$DUK$SBUX
$141M
84 positions
#22HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$MCD$NVS$DUK$SBUX
$363M
92 positions
#23Cardinal Capital ManagementPassive
Some overlap · 4 shared positions
$LOW$NVS$MMM$SBUX
$826M
138 positions
#24Hayek Kallen Investment ManagementActive
Some overlap · 4 shared positions
$NVS$MCD$LOW$SBUX
$330M
97 positions
#25Smart Portfolios, LLC
Some overlap · 4 shared positions
$MCD$NKE$DIS$SBUX
$100M
99 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.