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Hedge Funds Similar to LWM Advisory Services

13F Portfolio OverlapQ2 2026LWM Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

LWM Advisory Services, LLC is an institutional investor managing $56M across 80 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 LWM Advisory Services are Tandem Investment Advisors, MOTCO, DAVIS R M, with shared positions in $APH, $NEE, $WCN, $BLK, $NDAQ, $ETN. The full ranking of 25 similar funds is below.

#1Tandem Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$APH$NEE$WCN$BLK$NDAQ
$1.5B
68 positions
#2MOTCOPassive
Some overlap · 6 shared positions
$APH$ETN$NEE$AON$DELL$TMO
$1.2B
840 positions
#3DAVIS R M INCActive
Some overlap · 5 shared positions
$APH$ETN$WCN$NEE$TMO
$6.3B
280 positions
#4Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$NEE$AON$ETN$BLK$TMO
$339M
49 positions
#5Haverford Trust CoActive
Some overlap · 5 shared positions
$NEE$AON$ETN$BLK$TMO
$11.6B
424 positions
#6PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$NEE$APH$ETN$BLK$T
$441M
87 positions
#7AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$APH$NEE$ETN$TMO
$1.6B
118 positions
#8Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$NEE$ETN$BLK$SCI$TMUS
$1.6B
184 positions
#9First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$APH$ETN$NEE$BLK
$1.4B
73 positions
#10RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$APH$NEE$BLK$TMUS
$794M
188 positions
#11BUCKHEAD CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$APH$AON$ETN$BLK
$292M
149 positions
#12COUNTRY TRUST BANKActive
Some overlap · 5 shared positions
$APH$BLK$NEE$BX$TMUS
$5.7B
628 positions
#13BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$NEE$ETN$APH$BX$TMUS
$683M
180 positions
#14C WorldWide Group Holding A/SActive
Some overlap · 5 shared positions
$NEE$AON$NU$TMO$SCI
$4.1B
97 positions
#15TRED AVON FAMILY WEALTH, LLCPassive
Some overlap · 7 shared positions
$NEE$ETN$TMO$DELL$APH$BX
$327M
262 positions
#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$NEE$APH$BLK$TMO
$499M
73 positions
#17Presper Financial Architects, LLCSmart money
Some overlap · 4 shared positions
$NEE$APH$FE$T
$192M
55 positions
#18Guinness Asset Management LTDActive
Some overlap · 5 shared positions
$ETN$APH$BLK$NDAQ$TMO
$5.9B
141 positions
#19Aureus Asset Management, LLCPassive
Some overlap · 5 shared positions
$NEE$WCN$BX$TMO$SCI
$1.6B
239 positions
#20CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$APH$AON$WCN$TMO
$456M
67 positions
#21FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$NEE$ETN$BLK$BX
$5.3B
210 positions
#22Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$NEE$ETN$BLK$TMO
$170M
61 positions
#23Financial Enhancement Group LLCPassive
Some overlap · 4 shared positions
$NEE$IBIT$GLDM$BX
$839M
137 positions
#24Evercore Wealth Management, LLCActive
Some overlap · 5 shared positions
$APH$BLK$BX$TMO$GLDM
$7.1B
433 positions
#25Norway Savings BankPassive
Some overlap · 4 shared positions
$APH$BLK$NEE$BX
$239M
104 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.