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Hedge Funds Similar to TradeWell Securities

13F Portfolio OverlapQ2 2026TradeWell Securities portfolio →
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Most similar hedge funds by 13F overlap

TradeWell Securities, LLC. is an institutional investor managing $280M across 52 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 TradeWell Securities are SEARLE, Karani Asset, William B. Walkup & Associates, with shared positions in $NUE, $AXP, $NOC, $STLD, $MSI, $TFC. The full ranking of 14 similar funds is below.

#1SEARLE & CO.Passive
Some overlap · 3 shared positions
$NUE$AXP$NOC
$445M
194 positions
#2Karani Asset Management LLCPassive
Some overlap · 3 shared positions
$STLD$AXP$MSI
$139M
57 positions
#3William B. Walkup & Associates, Inc.Passive
Slight overlap · 3 shared positions
$NUE$TFC$NOC
$208M
258 positions
#4Curat Global, LLCPassive
Slight overlap · 3 shared positions
$NUE$AXP$KR
$122M
251 positions
#5Entropy Technologies, LPPassive
Slight overlap · 4 shared positions
$AXP$NUE$TFC$NOC
$2.5B
929 positions
#6Financial Planning Hawaii, Inc.Passive
Slight overlap · 3 shared positions
$AXP$KR$NOC
$186M
134 positions
#7LVM CAPITAL MANAGEMENT LTD/MIActive
Slight overlap · 3 shared positions
$AXP$KR$NOC
$1.2B
163 positions
#8BERKSHIRE HATHAWAY INCSmart money
Slight overlap · 3 shared positions
$AXP$KR$NUE
$299.3B
29 positions
#9Farmers & Merchants Trust Co of Long BeachPassive
Slight overlap · 3 shared positions
$AXP$MSI$NOC
$465M
200 positions
#10Moisand Fitzgerald Tamayo, LLCActive
Slight overlap · 3 shared positions
$AXP$TFC$NOC
$1.0B
537 positions
#11Maj Invest Holding A/SActive
Slight overlap · 3 shared positions
$AXP$KR$NOC
$2.2B
40 positions
#12Junk Investment Group, LLCActive
Slight overlap · 3 shared positions
$AXP$TFC$NOC
$226M
97 positions
#13LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$KR$MSI$NOC
$1.0B
154 positions
#14GWN SECURITIES INC.Passive
Slight overlap · 3 shared positions
$KR$MSI$NOC
$598M
486 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.