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Hedge Funds Similar to Vawter Financial, Ltd.

13F Portfolio OverlapQ2 2026Vawter Financial, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Vawter Financial, Ltd. is an institutional investor managing $266M across 131 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 Vawter Financial, Ltd. are FORESIGHT ADVISORS, WILLIAM JOHN SEMPOLINSKI, A. D. Beadell Investment Counsel, with shared positions in $O, $SYK, $KMI, $ASML, $PHYS, $NFG. The full ranking of 25 similar funds is below.

#1FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Slight overlap · 4 shared positions
$O$SYK$KMI$ASML
$206M
80 positions
#2WILLIAM JOHN SEMPOLINSKIActive
Slight overlap · 3 shared positions
$O$ASML$KMI
$248M
106 positions
#3A. D. Beadell Investment Counsel, Inc.Passive
Slight overlap · 4 shared positions
$PHYS$SYK$KMI$NFG
$156M
104 positions
#4Gold Investment Management Ltd.Passive
Slight overlap · 3 shared positions
$O$ASML$NSC
$369M
202 positions
#5Pillar Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$O$CVS$KMI
$191M
114 positions
#6OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$ASML$CVS$KMI$CRM
$1.8B
203 positions
#7Callahan Advisors, LLCActive
Slight overlap · 3 shared positions
$ASML$SYK$CVS
$1.3B
181 positions
#8Geneos Wealth Management Inc.Passive
Slight overlap · 4 shared positions
$ASML$O$NSC$KMI
$4.9B
2,475 positions
#9Alpha Omega Wealth Management LLCPassive
Slight overlap · 3 shared positions
$O$CVS$NSC
$657M
208 positions
#10ROBERTS GLORE & CO INC /IL/Passive
Slight overlap · 3 shared positions
$ASML$SYK$NSC
$404M
246 positions
#11Greenfield Seitz Capital Management, LLCPassive
Slight overlap · 3 shared positions
$ASML$PHYS$KMI
$336M
107 positions
#12Cohen Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$O$KMI$CRM
$223M
81 positions
#13BLB&B Advisors, LLCActive
Slight overlap · 3 shared positions
$O$SYK$CRM
$2.7B
286 positions
#14BROADWATER CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$SYK$O$CVS
$138M
208 positions
#15Clean Yield GroupPassive
Slight overlap · 3 shared positions
$ASML$SYK$CRM
$403M
395 positions
#16Financial Gravity Asset Management, Inc.
Slight overlap · 3 shared positions
$ASML$SYK$CRM
$562M
973 positions
#17BOSTON FAMILY OFFICE LLCPassive
Slight overlap · 3 shared positions
$ASML$SYK$CRM
$1.6B
314 positions
#18Karani Asset Management LLCPassive
Slight overlap · 3 shared positions
$ASML$SYK$CRM
$139M
57 positions
#19Financial Gravity Companies, Inc. (FGCO)Passive
Slight overlap · 3 shared positions
$ASML$SYK$CRM
$616M
1,040 positions
#20Brown Miller Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SYK$O$KMI
$397M
204 positions
#21Winch Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$SYK$ASML$CRM
$481M
567 positions
#22W.G. Shaheen & Associates DBA Whitney & CoActive
Slight overlap · 3 shared positions
$ASML$SYK$CRM
$1.4B
179 positions
#23First Affirmative Financial Network
Slight overlap · 3 shared positions
$ASML$SYK$CRM
$213M
296 positions
#24Oak Asset Management, LLCActive
Slight overlap · 3 shared positions
$SYK$CVS$NSC
$311M
115 positions
#25Twin Tree Management, LPPassive
Slight overlap · 4 shared positions
$CVS$O$ASML$CRM
$5.3B
1,357 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.