How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CPWA,

13F Portfolio OverlapQ1 2026CPWA, portfolio →

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Most similar hedge funds by 13F overlap

CPWA, LLC is an institutional investor managing $84M across 90 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 CPWA, are CATHY PARETO & ASSOCIATES,, IAM Advisory,, AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $WT, $UNIT, $REGN, $SLV, $SHW, $AMD. The full ranking of 25 similar funds is below.

#1CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 5 shared positions

$WT $UNIT $REGN $SLV $SHW

$149M

96 positions

#2IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $SHW $AMD $REGN $NVS

$446M

95 positions

#3AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $UNIT $REGN $SCHW

$206M

97 positions

#4Goldenstone Wealth Management LLCActive

Notable overlap · 5 shared positions

$WT $AMAT $AMD $NKE $LOW

$137M

89 positions

#5Bravias Capital Group, LLCActive

Notable overlap · 5 shared positions

$WT $SLV $REGN $SHW $AMAT

$153M

96 positions

#6Vantage Point Financial LLCPassive

Notable overlap · 5 shared positions

$WT $NKE $MCD $SLV $AMAT

$285M

176 positions

#7Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$WT $UNIT $MCD $SCHW

$365M

111 positions

#8CAPITAL WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$WT $UNIT $SLV

$370M

34 positions

#9MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $SHW $SLV

$147M

52 positions

#10Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $SHW $LOW $AMAT

$157M

103 positions

#11SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$WT $UNIT $NKE $AMD

$139M

37 positions

#12JBGlobal.com LLCActive

Notable overlap · 4 shared positions

$WT $UNIT $LOW $NVS

$102M

27 positions

#13OPTIMA CAPITAL LLCPassive

Notable overlap · 4 shared positions

$WT $UNIT $AMD $MCD

$215M

159 positions

#14Provident Co of the Employees of the Hebrew University LTDPassive

Notable overlap · 3 shared positions

$WT $SHW $NKE

$63M

26 positions

#15Horizon Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $SHW $SLV $MCD

$682M

137 positions

#16Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $INTC $LOW $NKE

$114M

68 positions

#17Eaton Financial Holdings Company, LLCPassive

Notable overlap · 4 shared positions

$WT $SLV $NKE $MU

$305M

125 positions

#18truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $SLV $UNIT

$97M

49 positions

#19LRI Investments, LLCActive

Notable overlap · 4 shared positions

$WT $NKE $SCHW $SLV

$1.1B

1,415 positions

#20Alpine Bank Wealth ManagementActive

Notable overlap · 5 shared positions

$WT $LOW $UNIT $MCD $SCHW

$688M

161 positions

#21Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$WT $REGN $SCHW $MCD

$89M

81 positions

#22Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $LOW

$170M

48 positions

#23Aspire Capital Advisors LLCActive

Notable overlap · 4 shared positions

$WT $REGN $SHW $SLV

$444M

122 positions

#24NerdWallet Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$WT $UNIT $SCHW

$229M

59 positions

#25Carmel Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $AMAT $SCHW

$277M

118 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.