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 KWMG

13F Portfolio OverlapQ3 2026KWMG portfolio →

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Most similar hedge funds by 13F overlap

KWMG, LLC is an institutional investor managing $1.4B across 155 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 KWMG are Hanson & Doremus Investment, VALLEY WEALTH MANAGERS, CACTI ASSET, with shared positions in $STX, $GLW, $AMGN, $VLO, $BA, $DAL. The full ranking of 25 similar funds is below.

#1Hanson & Doremus Investment ManagementActive

Notable overlap · 5 shared positions

$STX $GLW $AMGN $VLO $BA

$982M

493 positions

#2VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 7 shared positions

$STX $GLW $DAL $ROST $AMGN $NFG

$1.8B

345 positions

#3CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$STX $GLW $BA

$1.9B

79 positions

#4Old Port AdvisorsPassive

Notable overlap · 4 shared positions

$STX $GLW $CAH $IP

$500M

271 positions

#5WCM INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$STX $GLW $CAH $AON

$55.2B

266 positions

#6Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$CAH $VLO $TJX $SYF $BA $KR

$287M

33 positions

#7AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$GLW $VLO $TRV $AFL $MO $KR

$745M

184 positions

#8Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$GLW $STX $VLO $MPC

$334M

81 positions

#9Decker Retirement Planning Inc.Active

Notable overlap · 3 shared positions

$STX $GLW $ROK

$302M

359 positions

#10Safe Harbor Fiduciary, LLCActive

Notable overlap · 4 shared positions

$STX $TJX $AFL $MO

$128M

61 positions

#11Riverview Trust CoActive

Notable overlap · 5 shared positions

$STX $COF $GLW $CAH $AMGN

$84M

166 positions

#12Royal Palms Capital LLCPassive

Notable overlap · 4 shared positions

$GLW $VLO $AFL $MO

$113M

55 positions

#13Hosking Partners LLPActive

Notable overlap · 6 shared positions

$GLW $MPC $STX $DAL $SYF $COF

$2.8B

102 positions

#14Unison Advisors LLCActive

Notable overlap · 7 shared positions

$SYF $TRV $DAL $COF $MPC $VLO

$1.4B

173 positions

#15Lifeworks Advisors, LLCPassive

Notable overlap · 4 shared positions

$STX $GLW $MO $KR

$955M

337 positions

#16MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 4 shared positions

$GLW $MPC $MO $NFG

$167M

84 positions

#17GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 5 shared positions

$DVN $MPC $TRV $AFL $AMGN

$906M

153 positions

#18DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active

Notable overlap · 3 shared positions

$STX $VLO $MPC

$2.4B

236 positions

#19Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$GLW $DVN $AMGN

$214M

33 positions

#20Aull & Monroe Investment Management CorpPassive

Notable overlap · 3 shared positions

$STX $GLW $AMGN

$231M

125 positions

#21BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 4 shared positions

$GLW $TRV $MO $AMGN

$504M

136 positions

#22COOKSON PEIRCE & CO INCPassive

Notable overlap · 4 shared positions

$GLW $CAH $ROST $VLO

$3.0B

317 positions

#23Leisure Capital ManagementActive

Notable overlap · 4 shared positions

$STX $GLW $MPC $AMGN

$320M

157 positions

#24NovaPoint Capital, LLCPassive

Notable overlap · 3 shared positions

$GLW $ROST $AFL

$464M

162 positions

#25TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 3 shared positions

$GLW $TJX $AMGN

$1.3B

220 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.