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Hedge Funds Similar to CWC Advisors

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

CWC Advisors, LLC. is an institutional investor managing $225M across 152 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 CWC Advisors are SKBA, 10Elms LLP, LYNX GROUP LTD, with shared positions in $WFC, $KVUE, $PSX, $TXN, $NKE, $LHX. The full ranking of 25 similar funds is below.

#1SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$WFC$KVUE$PSX$TXN$NKE$LHX
$606M
79 positions
#210Elms LLPPassive
Notable overlap · 4 shared positions
$STT$PSX$QCOM$WFC
$236M
526 positions
#3LYNX CAPITAL GROUP LTD /ADVPassive
Notable overlap · 3 shared positions
$STT$QCOM$ACN
$248M
91 positions
#4SSA SWISS ADVISORS AGPassive
Some overlap · 3 shared positions
$STT$QCOM$NKE
$266M
107 positions
#5Verity & Verity, LLCActive
Some overlap · 4 shared positions
$STT$TXN$PSX$ACN
$1.5B
138 positions
#6Metropolis Capital LtdSmart money
Some overlap · 3 shared positions
$STT$TXN$DIS
$3.4B
16 positions
#7GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$TXN$WFC
$3.0B
213 positions
#8FAS Wealth Partners, Inc.Passive
Some overlap · 3 shared positions
$STT$OUNZ$TXN
$1.9B
520 positions
#9Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$QCOM$WFC$ACN$NKE$DIS
$187M
75 positions
#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$WFC$TXN
$1.3B
99 positions
#11Leith Wheeler Investment Counsel Ltd.Active
Some overlap · 5 shared positions
$QCOM$WFC$NKE$LHX$DIS
$1.3B
85 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$TXN$QCOM$WFC
$108M
52 positions
#13Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$LUV$DAL
$214M
72 positions
#14American Financial Advisors, LLCActive
Some overlap · 3 shared positions
$STT$DAL$DIS
$831M
169 positions
#15DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$QCOM$ACN$TXN$NKE$DIS
$235M
96 positions
#16Friday FinancialActive
Some overlap · 3 shared positions
$STT$DIS$TXN
$373M
108 positions
#17Bayesian Capital Management, LPPassive
Some overlap · 6 shared positions
$WFC$NKE$CME$DAL$ACN$KVUE
$156M
223 positions
#18PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$PSX$QCOM$TXN$STT
$1.2B
103 positions
#19Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$PSX$WFC$TXN$ACN
$465M
29 positions
#20Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$STT$WFC$QCOM
$484M
126 positions
#21SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 4 shared positions
$STT$QCOM$WAB$NKE
$169M
104 positions
#22SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$PSX$QCOM$TXN$STT
$1.3B
97 positions
#23SECURITY NATIONAL BANK OF SO DAK
Some overlap · 4 shared positions
$QCOM$STT$WAB$NKE
$207M
119 positions
#24MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$PSX$QCOM$OUNZ$LHX
$112M
100 positions
#25KLCM Advisors, Inc.Active
Some overlap · 5 shared positions
$QCOM$WFC$NKE$LUV$DIS
$1.3B
299 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.