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Hedge Funds Similar to FWL INVESTMENT

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

FWL INVESTMENT MANAGEMENT, LLC is an institutional investor managing $545M across 501 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 FWL INVESTMENT are Trivium Point Advisory, Ausbil Investment Ltd, Harrison Street Private Wealth, with shared positions in $LNG, $WMB, $AGNC, $ETR, $LSTR, $QCOM. The full ranking of 25 similar funds is below.

#1Trivium Point Advisory, LLCPassive
Notable overlap · 13 shared positions
$LNG$WMB$AGNC$ETR$LSTR$QCOM
$1.1B
354 positions
#2Ausbil Investment Management LtdPassive
Notable overlap · 3 shared positions
$LNG$WMB$ETR
$221M
65 positions
#3Harrison Street Private Wealth LLCActive
Notable overlap · 3 shared positions
$WMB$ETR$LNG
$71M
21 positions
#4TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 3 shared positions
$LNG$WMB$ETR
$9.8B
91 positions
#5KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 3 shared positions
$LNG$WMB$ETR
$5.1B
53 positions
#6Bornite Capital Management LPActive
Notable overlap · 3 shared positions
$LNG$ETR$CDNS
$795M
20 positions
#7Merewether Investment Management, LPActive
Notable overlap · 4 shared positions
$ETR$WMB$NVT$LNG
$5.3B
81 positions
#8Capital Innovations LLCPassive
Notable overlap · 3 shared positions
$WMB$LNG$ETR
$385M
51 positions
#9Electron Capital Partners, LLCActive
Notable overlap · 3 shared positions
$ETR$WMB$JCI
$2.5B
46 positions
#10REAVES W H & CO INCActive
Notable overlap · 4 shared positions
$ETR$WMB$CCJ$LNG
$6.6B
94 positions
#11MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$CCJ$QCOM$WMB$MDT
$112M
100 positions
#12BARROW HANLEY MEWHINNEY & STRAUSS LLCPassive
Notable overlap · 6 shared positions
$ETR$JCI$ENTG$CACI$APTV$SCHW
$33.0B
369 positions
#13O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 4 shared positions
$CCJ$WMB$SLV$GD
$125M
61 positions
#14THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Some overlap · 3 shared positions
$LNG$APTV$SCHW
$176M
56 positions
#15VisionPoint Advisory Group, LLCPassive
Some overlap · 9 shared positions
$LNG$WMB$ETR$QCOM$AGNC$LSTR
$613M
475 positions
#16KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$CCJ$JCI$QCOM$MDT$SCHW
$192M
89 positions
#17M.D. Sass, LLCActive
Some overlap · 3 shared positions
$WMB$ENTG$CDNS
$1.5B
39 positions
#18VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WMB$ETR$QCOM$LNG
$1.1B
146 positions
#19Orion Investment CoActive
Some overlap · 5 shared positions
$QCOM$CCJ$CDNS$PLTR$GD
$343M
73 positions
#20Tensor Edge Capital, LLCActive
Some overlap · 3 shared positions
$QCOM$ENTG$CDNS
$1.5B
18 positions
#21Yaupon Capital Management LPActive
Some overlap · 3 shared positions
$WMB$ETR$LNG
$5.1B
124 positions
#22TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$ETR$WMB$JCI
$288M
94 positions
#23Resolute Capital Asset Partners LLCActive
Some overlap · 4 shared positions
$QCOM$WMB$CCJ$SCHW
$234M
48 positions
#24BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CCJ$LNG$AGNC
$543M
140 positions
#25IFS Group,LLCPassive
Some overlap · 4 shared positions
$LNG$CCJ$SLV$PLTR
$73M
87 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.