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Hedge Funds Similar to CWA Asset Group

13F Portfolio OverlapQ3 2026CWA Asset Group portfolio →
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Most similar hedge funds by 13F overlap

CWA Asset Management Group, LLC is an institutional investor managing $3.4B across 746 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CWA Asset Group are IFS Group, Atlas Wealth Partners, HORIZON KINETICS ASSET, with shared positions in $TPL, $GLW, $CCJ, $DE, $PLTR, $SO. The full ranking of 25 similar funds is below.

#1IFS Group,LLCPassive
Some overlap · 5 shared positions
$TPL$GLW$CCJ$DE$PLTR
$73M
87 positions
#2Atlas Wealth Partners, LLCActive
Some overlap · 5 shared positions
$TPL$SO$DUK$WPM$MO
$92M
64 positions
#3HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$TPL$CCJ$WPM$MSB
$8.8B
351 positions
#4Advantage Trust CoActive
Some overlap · 4 shared positions
$TPL$DUK$MO$DE
$285M
193 positions
#5PECAUT & CO.Active
Some overlap · 4 shared positions
$TPL$WPM$CASY$MSB
$328M
65 positions
#6NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$TPL$GLW$WPM
$324M
194 positions
#7Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$GLW$SO$JBL$MO$DE
$955M
337 positions
#8Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$GLW$SO$DUK$MO$DE
$330M
128 positions
#9O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$TPL$CCJ$MO$WPM
$125M
61 positions
#10MONEY CONCEPTS CAPITAL CORPPassive
Some overlap · 5 shared positions
$GLW$CAH$SO$DUK$PLTR
$2.2B
633 positions
#11Beirne Wealth Consulting Services, LLCActive
Some overlap · 5 shared positions
$GLW$CCJ$DUK$DE$WPM
$505M
99 positions
#12Marietta Wealth Management, LLCActive
Some overlap · 4 shared positions
$TPL$GLW$SO$DE
$945M
128 positions
#13PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TPL$CCJ$PLTR
$3.2B
77 positions
#14Seneschal Advisors, LLCActive
Some overlap · 3 shared positions
$TPL$ERIE$PLTR
$146M
596 positions
#15PeakShares LLCActive
Some overlap · 5 shared positions
$GLW$DUK$WDC$MO$PLTR
$134.4B
122 positions
#16CONTINENTAL INVESTORS SERVICES, INC.Active
Some overlap · 3 shared positions
$TPL$CAH$PLTR
$128M
81 positions
#17Westwind CapitalPassive
Some overlap · 3 shared positions
$TPL$WDC$PLTR
$426M
87 positions
#18Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$TPL$MO$WPM
$126M
93 positions
#19PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$TPL$MO$CASY
$203M
118 positions
#20Corient IA LLCPassive
Some overlap · 5 shared positions
$GLW$JBL$WDC$PLTR$CASY
$108M
249 positions
#21Aventail Capital Group, LPPassive
Some overlap · 3 shared positions
$TS$SO$DUK
$1.7B
155 positions
#22LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SO$CAH$DUK$DE$CASY
$1.0B
154 positions
#23Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$TPL$PLTR$WPM
$462M
303 positions
#24TI-TRUST, INCPassive
Some overlap · 5 shared positions
$SO$DUK$WDC$MO$DE
$181M
134 positions
#25CAPITAL ADVISORS INC/OKActive
Some overlap · 4 shared positions
$GLW$CCJ$SO$JBL
$6.8B
374 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.