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Hedge Funds Similar to PW Nova Financial Services

13F Portfolio OverlapQ3 2026PW Nova Financial Services portfolio →
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Most similar hedge funds by 13F overlap

PW Nova Financial Services LLC is an institutional investor managing $491M across 205 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 PW Nova Financial Services are Trifecta Advisors, Blue Line , / IL, Sterling Investment Advisors, Ltd., with shared positions in $CRWD, $VRT, $PLTR, $ETN, $LMT, $AMGN. The full ranking of 25 similar funds is below.

#1Trifecta Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$CRWD$VRT$PLTR$ETN$LMT$AMGN
$808M
315 positions
#2Blue Line Capital, LLC / ILPassive
Some overlap · 6 shared positions
$CRWD$VRT$PLTR$ETN$AMGN$MTZ
$120M
92 positions
#3Sterling Investment Advisors, Ltd.Passive
Some overlap · 6 shared positions
$CRWD$VRT$LMT$PLTR$AMGN$ETN
$599M
225 positions
#4Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$PWR$CRWD$VRT$ETN$MTZ
$433M
85 positions
#5ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$CRWD$PWR$VRT$UBER
$4.4B
118 positions
#6Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$PWR$CRWD$VRT$PLTR
$224M
82 positions
#7SYCOMORE ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$PWR$VRT$ETN$CRWD$MTZ
$917M
68 positions
#8Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PWR$VRT$PLTR$ETN
$119M
113 positions
#9Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$CRWD$VRT$PLTR$ETN
$917M
38 positions
#10Robbins FarleyPassive
Some overlap · 4 shared positions
$PWR$CRWD$ETN$UBER
$262M
158 positions
#11RH Tailwind Management, LLCPassive
Some overlap · 4 shared positions
$PWR$VRT$PLTR$MTZ
$1.0B
58 positions
#12Lord & Richards Wealth Management, LLCActive
Some overlap · 4 shared positions
$PWR$CRWD$LMT$UBER
$131M
80 positions
#13N10 WEALTH, LLCActive
Some overlap · 5 shared positions
$PWR$VRT$PLTR$UBER$AMGN
$348M
65 positions
#14Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$LMT$PLTR$MCD$UBER
$405M
118 positions
#15Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$PLTR$ETN$UBER
$323M
177 positions
#16N10 ASSETS, LLCActive
Some overlap · 4 shared positions
$PWR$VRT$PLTR$UBER
$263M
34 positions
#17MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PWR$VRT$PLTR$AMGN
$631M
238 positions
#18Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$PWR$VRT$LMT$PLTR$AMGN
$185M
877 positions
#19ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$CRWD$VRT$PLTR$UBER
$551M
40 positions
#20Benchmark Investment Advisors LLCActive
Some overlap · 4 shared positions
$CRWD$VRT$PLTR$UBER
$228M
70 positions
#21Traynor Capital Management, Inc.Active
Some overlap · 5 shared positions
$CRWD$VRT$UBER$LMT$PWR
$2.2B
369 positions
#22ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$PWR$LMT$AMGN$MCD$UBER
$1.8B
792 positions
#23Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$CRWD$PLTR$VRT$ETN
$560M
132 positions
#24Clarus Wealth AdvisorsActive
Some overlap · 4 shared positions
$PWR$VRT$PLTR$LMT
$275M
86 positions
#25RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$PWR$CRWD$PLTR
$540M
85 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.