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Hedge Funds Similar to N.E.W. Advisory Services

13F Portfolio OverlapQ2 2026N.E.W. Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

N.E.W. Advisory Services LLC is an institutional investor managing $1.5B across 980 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 N.E.W. Advisory Services are STEPHENSON NATIONAL BANK, MORGAN DEMPSEY, True Vision MN, with shared positions in $NIC, $WEC, $WFC, $GILD, $MCD, $UPS. The full ranking of 25 similar funds is below.

#1STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 4 shared positions
$NIC$WEC$WFC$GILD
$395M
283 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WEC$WFC$MCD$UPS$T
$233M
122 positions
#3True Vision MN LLC
Some overlap · 5 shared positions
$WFC$WEC$PLTR$GILD$OSK
$194M
98 positions
#4FJ Capital Management LLCActive
Some overlap · 3 shared positions
$NIC$WFC$AHR
$770M
120 positions
#5Bayesian Capital Management, LPPassive
Some overlap · 4 shared positions
$PLTR$WFC$GILD$MCD
$156M
223 positions
#6Shakespeare Wealth Management, LLCActive
Some overlap · 3 shared positions
$WEC$BFC$CARR
$378M
79 positions
#7MFA Wealth ServicesPassive
Some overlap · 4 shared positions
$WFC$MCD$O$GILD
$167M
134 positions
#8Kure Advisory, LLCActive
Some overlap · 3 shared positions
$PLTR$WFC$SLV
$211M
62 positions
#9Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$WFC$MCD$O$UPS
$223M
81 positions
#10IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WFC$MCD$GILD$UPS
$332M
190 positions
#11OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$WEC$MCD$UPS
$2.7B
54 positions
#12SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WFC$O$GILD$UPS
$296M
134 positions
#13Larry Mathis Financial Planning, LLCPassive
Some overlap · 4 shared positions
$WFC$MCD$GILD$UPS
$131M
150 positions
#14DONALDSON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WEC$MCD$O
$3.5B
311 positions
#15BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WEC$MCD$O
$138M
208 positions
#16Foster Group, Inc.Active
Some overlap · 3 shared positions
$PLTR$WFC$MCD
$3.8B
318 positions
#17Charter Capital Management, LLC\DESmart money
Some overlap · 3 shared positions
$WEC$WFC$UPS
$226M
75 positions
#18ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$WFC$T
$216M
231 positions
#19ADAPT Investment Managers SAActive
Some overlap · 3 shared positions
$PLTR$WFC$GILD
$12.6B
133 positions
#20LJI Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$PLTR$WFC$UPS
$714M
201 positions
#21Perkins Coie Trust CoPassive
Some overlap · 4 shared positions
$WFC$O$UPS$T
$603M
260 positions
#22Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$PLTR$UPS$GILD$T
$254M
128 positions
#23Barnes Wealth Management Group, IncPassive
Some overlap · 4 shared positions
$WFC$PLTR$GILD$T
$216M
195 positions
#24CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$PLTR$GILD$UPS$T
$1.5B
118 positions
#25MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$PLTR$UPS$CARR$T
$140M
63 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.