13F Pro

Hedge Funds Similar to MW ADVISORY

13F Portfolio OverlapQ2 2026MW ADVISORY portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MW ADVISORY, LLC is an institutional investor managing $250M across 139 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 MW ADVISORY are Winslow, STEVENS, Vann Equity, with shared positions in $MS, $ASML, $SNDK, $APH, $ANET, $WDC. The full ranking of 25 similar funds is below.

#1Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$MS$ASML$SNDK$APH$ANET
$29.1B
66 positions
#2STEVENS CAPITAL MANAGEMENT LPPassive
Slight overlap · 4 shared positions
$MS$ASML$SNDK$WDC
$417M
213 positions
#3Vann Equity Management LLCPassive
Slight overlap · 4 shared positions
$MS$SNDK$WDC$ANET
$165M
168 positions
#4SeaBridge Investment Advisors LLCPassive
Slight overlap · 4 shared positions
$MS$ASML$SNDK$AMGN
$692M
188 positions
#5VOYA INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$MS$SNDK$WDC$ASML
$115.6B
2,484 positions
#6GW HENSSLER & ASSOCIATES LTDPassive
Slight overlap · 4 shared positions
$MS$ASML$AMGN$ANET
$2.2B
268 positions
#7JBF Capital, Inc.Active
Slight overlap · 4 shared positions
$MS$ASML$JBI$GPN
$764M
100 positions
#8Interchange Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$MS$ASML$SNDK$ANET
$532M
430 positions
#9Ramiah Investment GroupActive
Slight overlap · 5 shared positions
$SNDK$WDC$AMGN$GPN$ANET
$131M
79 positions
#10Stratos Investment Management, LLCPassive
Slight overlap · 4 shared positions
$MS$ASML$AMGN$APH
$2.8B
382 positions
#11Roehl & Yi Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$ASML$SNDK$WDC$AMGN
$304M
194 positions
#12GF FUND MANAGEMENT CO. LTD.Active
Slight overlap · 4 shared positions
$ASML$SNDK$WDC$AMGN
$8.3B
587 positions
#13SAMLYN CAPITAL, LLCActive
Slight overlap · 3 shared positions
$MS$ASML$WDC
$6.1B
79 positions
#14Donoghue Forlines LLCPassive
Slight overlap · 3 shared positions
$MS$SNDK$WDC
$387M
114 positions
#15American Assets Investment Management, LLCActive
Slight overlap · 3 shared positions
$MS$SNDK$WDC
$1.7B
146 positions
#16Teza Capital Management LLCPassive
Slight overlap · 3 shared positions
$MS$SNDK$WDC
$52M
119 positions
#17China Universal Asset Management Co., Ltd.Passive
Slight overlap · 4 shared positions
$SNDK$WDC$ASML$AMGN
$1.7B
513 positions
#18Chung Wu Investment Group, LLCPassive
Slight overlap · 3 shared positions
$MS$SNDK$ASML
$152M
283 positions
#19Causey Wealth LLCActive
Slight overlap · 4 shared positions
$SNDK$WDC$ASML$AMGN
$256M
83 positions
#20MITCHELL CAPITAL MANAGEMENT COPassive
Slight overlap · 4 shared positions
$ASML$SNDK$WDC$APH
$657M
117 positions
#21E6 Portfolios, LLCActive
Slight overlap · 3 shared positions
$MS$ASML$SNDK
$125M
97 positions
#22Asio Capital, LLCActive
Slight overlap · 4 shared positions
$MS$ASML$APH$ANET
$781M
109 positions
#23Telos Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$MS$ASML$AMGN
$1.1B
201 positions
#24Lansing Street AdvisorsActive
Slight overlap · 3 shared positions
$MS$ASML$AMGN
$472M
167 positions
#25Alley Investment Management Company, LLCActive
Slight overlap · 3 shared positions
$MS$ASML$AMGN
$856M
89 positions

Compare MW ADVISORY’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MW ADVISORY’s holdings

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.