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Hedge Funds Similar to Warwick Investment

13F Portfolio OverlapQ2 2026Warwick Investment portfolio →
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Most similar hedge funds by 13F overlap

Warwick Investment Management, Inc. is an institutional investor managing $891M across 149 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 Warwick Investment are PGIM Custom Harvest, Pitcairn Wealth Advisors, INVENIO WEALTH PARTNERS, with shared positions in $STT, $KLAC, $NEE, $WDC, $STX, $PHYS. The full ranking of 25 similar funds is below.

#1PGIM Custom Harvest LLCActive
Notable overlap · 3 shared positions
$STT$KLAC$NEE
$8.0B
305 positions
#2Pitcairn Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$STT$WDC$STX
$913M
281 positions
#3INVENIO WEALTH PARTNERS LLCActive
Notable overlap · 3 shared positions
$STT$KLAC$STX
$279M
89 positions
#4Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$STT$KLAC$NEE
$4.1B
571 positions
#5GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$KLAC$STX
$3.0B
213 positions
#6Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STT$KLAC$NEE
$246M
210 positions
#7Main Management ETF Advisors, LLCSmart money
Some overlap · 3 shared positions
$STT$WDC$STX
$3.3B
103 positions
#8TOBIAS FINANCIAL ADVISORS, INC.Active
Some overlap · 4 shared positions
$STT$WDC$NEE$KLAC
$787M
148 positions
#9Estate Counselors, LLCSmart money
Some overlap · 3 shared positions
$STT$WDC$STX
$1.2B
92 positions
#10LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$STT$WDC$STX
$218M
155 positions
#11Basepoint Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$MMM$NEE
$175M
632 positions
#12Guild Investment Management, Inc.Passive
Some overlap · 3 shared positions
$PHYS$KLAC$NEE
$146M
59 positions
#13MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$PHYS$STT$MMM
$230M
143 positions
#14TCP Asset Management, LLCActive
Some overlap · 3 shared positions
$PHYS$KLAC$WDC
$882M
141 positions
#15Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$STT$NEE$PHYS
$839M
137 positions
#16TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$WDC$STX
$686M
151 positions
#17Markin Asset Management, LPActive
Some overlap · 3 shared positions
$STT$WDC$KLAC
$117M
47 positions
#18FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$MMM$NEE
$637M
203 positions
#19FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$STT$KLAC$NEE
$622M
236 positions
#20Prestige Wealth Management Group LLCPassive
Slight overlap · 3 shared positions
$STT$KLAC$NEE
$551M
1,102 positions
#21SpringVest Wealth Management LLCActive
Slight overlap · 3 shared positions
$STT$PHYS$KLAC
$159M
74 positions
#22Ameritas Advisory Services, LLCPassive
Slight overlap · 4 shared positions
$STT$PHYS$WDC$STX
$5.0B
1,942 positions
#23Bellwether Advisors, LLCPassive
Slight overlap · 3 shared positions
$STT$WDC$STX
$675M
167 positions
#24Donoghue Forlines LLCPassive
Slight overlap · 3 shared positions
$STT$WDC$STX
$387M
114 positions
#25Laraway Financial Advisors IncPassive
Slight overlap · 3 shared positions
$STT$WDC$NEE
$165M
140 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.