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 DWM Financial Group

13F Portfolio OverlapQ2 2026DWM Financial Group portfolio →

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Most similar hedge funds by 13F overlap

DWM Financial Group, Inc. is an institutional investor managing $112M across 40 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 DWM Financial Group are KITCHING PARTNERS, Broussard Financial Group, Independent Family Office, with shared positions in $IAU, $CSX, $CDE, $IBIT, $SLV, $ETN. The full ranking of 25 similar funds is below.

#1KITCHING PARTNERS, LLCActive

Substantial overlap · 3 shared positions

$IAU $CSX $CDE

$116M

40 positions

#2Broussard Financial Group LLCActive

Substantial overlap · 3 shared positions

$IAU $IBIT $SLV

$125M

35 positions

#3Independent Family Office, LLCActive

Substantial overlap · 3 shared positions

$IAU $IBIT $CDE

$249M

85 positions

#4Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $ETN

$84M

36 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $SLV $IBIT $ETHA

$536M

107 positions

#6Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$196M

47 positions

#7Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$2.8B

691 positions

#8RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $ETN

$218M

108 positions

#9ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $IBIT $ETN

$753M

223 positions

#10New Harbor Financial Group, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $CDE

$633M

68 positions

#11WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $CSX

$317M

129 positions

#12NKCFO LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$330M

92 positions

#13Sagace Wealth Management LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $ETN

$159M

71 positions

#14Cobblestone Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $IBIT $ETHA $CSX

$240M

74 positions

#15Sage Investment Advisers LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $CSX $ETN

$149M

98 positions

#16TENET WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $ETN

$134M

101 positions

#17Gibson Capital, LLCSmart money

Notable overlap · 4 shared positions

$IAU $IBIT $ETN $SLV

$610M

94 positions

#18Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive

Notable overlap · 3 shared positions

$IAU $SLV $ETHA

$142M

408 positions

#19ALTERNA WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$174M

109 positions

#20A4 Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$IAU $IBIT $CSX $ETN

$151M

92 positions

#21Discipline Wealth Solutions, LLCActive

Some overlap · 3 shared positions

$IAU $SLV $IBIT

$1.1B

197 positions

#22Wealth Watch Advisors, INCActive

Some overlap · 3 shared positions

$IAU $SLV $IBIT

$309M

142 positions

#23Capital Advisor Network LLCActive

Some overlap · 5 shared positions

$IBIT $ETHA $SLV $IAU $CSX

$80M

183 positions

#24Copia Wealth ManagementPassive

Some overlap · 4 shared positions

$IBIT $IAU $SLV $ETHA

$166M

570 positions

#25Signet Investment Advisory Group, Inc.Passive

Some overlap · 3 shared positions

$IAU $CSX $ETN

$227M

73 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.