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Hedge Funds Similar to LVW Advisors

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

LVW Advisors, LLC is an institutional investor managing $1.2B across 462 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 LVW Advisors are REXFORD, MITCHELL & PAHL PRIVATE WEALTH, USA FINANCIAL FORMULAS, with shared positions in $WDC, $STX, $MO, $GD, $AMGN, $USB. The full ranking of 25 similar funds is below.

#1REXFORD CAPITAL INCPassive
Some overlap · 5 shared positions
$WDC$STX$MO$GD$AMGN
$163M
301 positions
#2MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$STX$USB$CB$GD$ASML$AMGN
$272M
149 positions
#3USA FINANCIAL FORMULAS
Some overlap · 5 shared positions
$WDC$STX$GD$GILD$C
$531M
437 positions
#4Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$WDC$STX$USB$C$AMGN
$1.0B
204 positions
#5TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$WDC$MO$STX$C
$686M
151 positions
#6RITHOLTZ WEALTH MANAGEMENTPassive
Some overlap · 6 shared positions
$WDC$STX$C$GILD$ASML$MO
$6.7B
1,313 positions
#7Range Financial Group LLCPassive
Some overlap · 4 shared positions
$WDC$MO$STX$AMGN
$366M
206 positions
#8denkapparat Operations GmbHPassive
Some overlap · 6 shared positions
$GD$ASML$GILD$MO$CB$AMGN
$306M
383 positions
#9Inlet Private Wealth, LLCPassive
Some overlap · 5 shared positions
$MO$STX$CB$C$AMGN
$411M
133 positions
#10XXI WEALTH, LLCPassive
Some overlap · 4 shared positions
$WDC$STX$MO$C
$218M
226 positions
#11STANCE CAPITAL LLCPassive
Some overlap · 4 shared positions
$WDC$STX$GILD$AMGN
$328M
340 positions
#12Keudell/Morrison Wealth ManagementPassive
Some overlap · 5 shared positions
$MO$USB$GILD$ASML$AMGN
$529M
260 positions
#13Arlington Financial Advisors, LLCActive
Some overlap · 6 shared positions
$STX$CB$GILD$ASML$AMGN$WDC
$787M
107 positions
#14American State Bank (Iowa)Passive
Some overlap · 5 shared positions
$STX$GD$GILD$C$AMGN
$247M
139 positions
#15Harvest Fund Management Co., LtdActive
Some overlap · 5 shared positions
$WDC$GILD$ASML$AMGN$STX
$3.0B
455 positions
#16GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 5 shared positions
$STX$WDC$ASML$AMGN$GILD
$8.3B
587 positions
#17ClearAlpha Technologies LPPassive
Some overlap · 4 shared positions
$WDC$STX$GILD$ASML
$58M
79 positions
#18SHARPEPOINT LLCPassive
Some overlap · 3 shared positions
$WDC$MO$STX
$200M
89 positions
#19Capital World InvestorsActive
Slight overlap · 4 shared positions
$WDC$GILD$ASML$AMGN
$846.4B
637 positions
#20EXCHANGE TRADED CONCEPTS, LLCPassive
Slight overlap · 4 shared positions
$WDC$STX$MO$ASML
$21.9B
1,580 positions
#21BKM Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$CB$GD$ASML$C$AMGN
$282M
148 positions
#22Center For Asset Management LLCPassive
Slight overlap · 4 shared positions
$WDC$MO$ASML$AMGN
$225M
151 positions
#23Wolff Financial Management LLCActive
Slight overlap · 3 shared positions
$WDC$MO$USB
$501M
106 positions
#24CAPITAL FUND MANAGEMENT S.A.Passive
Slight overlap · 6 shared positions
$ASML$C$WDC$GILD$MO$STX
$22.7B
2,033 positions
#25Johnson & White Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$WDC$STX$MO$AMGN
$267M
117 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.