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Hedge Funds Similar to GOULD ASSET /CA/

13F Portfolio OverlapQ1 2026GOULD ASSET /CA/ portfolio →
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Most similar hedge funds by 13F overlap

GOULD ASSET MANAGEMENT LLC /CA/ is an institutional investor managing $576M across 171 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GOULD ASSET /CA/ are Bear Mountain ,, Kure Advisory,, E&R Wealth ,, with shared positions in $UPST, $COP, $SCHW, $AFRM, $MDY, $MUFG. The full ranking of 25 similar funds is below.

#1Bear Mountain Capital, Inc.Active
Notable overlap · 7 shared positions
$UPST$COP$SCHW$AFRM$MDY$MUFG
$333M
198 positions
#2Kure Advisory, LLCActive
Notable overlap · 4 shared positions
$UPST$COP$SCHW$IAU
$184M
56 positions
#3E&R Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$UPST$COP$SCHW
$100M
12 positions
#4Cordant, Inc.Active
Notable overlap · 3 shared positions
$UPST$COP$SCHW
$246M
75 positions
#5Beacon Capital Management, Inc.Active
Notable overlap · 3 shared positions
$UPST$COP$SCHW
$1.8B
57 positions
#6Disciplined Investments, LLCPassive
Notable overlap · 6 shared positions
$UPST$COP$SCHW$IAU$MDY$VLTO
$279M
141 positions
#7WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$UPST$COP$SCHW$VLTO
$350M
95 positions
#8Level Financial AdvisorsActive
Notable overlap · 6 shared positions
$UPST$COP$VLTO$NOW$AFRM$SCHW
$392M
92 positions
#9AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$UPST$COP$SCHW
$445M
77 positions
#10ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$UPST$SCHW$WT$MDY$COP
$370M
119 positions
#11Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$UPST$COP$VLTO$KKR$MUFG
$109M
1,311 positions
#12BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$UPST$SCHW$COP
$126M
26 positions
#13Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$UPST$COP$KKR
$453M
103 positions
#14Cascade Wealth Advisors, IncActive
Notable overlap · 3 shared positions
$UPST$COP$KKR
$228M
60 positions
#15PRESILIUM PRIVATE WEALTH, LLCActive
Notable overlap · 5 shared positions
$UPST$SCHW$COP$NOW$MUFG
$567M
75 positions
#16Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$UPST$COP$GLDM
$2.1B
152 positions
#17Falcon Wealth PlanningActive
Notable overlap · 5 shared positions
$UPST$SCHW$WT$MKL$NOW
$1.5B
236 positions
#18Beacon Financial Strategies CORPActive
Notable overlap · 3 shared positions
$UPST$COP$MKL
$176M
177 positions
#19TrueWealth Financial PartnersActive
Notable overlap · 3 shared positions
$UPST$SCHW$MKL
$251M
66 positions
#20Causey Wealth LLCPassive
Notable overlap · 5 shared positions
$UPST$WT$SCHW$COP$KKR
$236M
81 positions
#211834 INVESTMENT ADVISORS COPassive
Notable overlap · 3 shared positions
$UPST$COP$VLTO
$801M
206 positions
#22BLUELINE ADVISORS LLCActive
Notable overlap · 8 shared positions
$COP$SCHW$WT$MDY$AFRM$UPST
$129M
217 positions
#23Lauer Wealth, LLCActive
Notable overlap · 3 shared positions
$UPST$WT$COP
$126M
67 positions
#24Financial Plan, Inc.Active
Notable overlap · 3 shared positions
$UPST$COP$VLTO
$933M
94 positions
#25Cravens & Co Advisors, LLCActive
Notable overlap · 4 shared positions
$UPST$WT$VLTO$AFRM
$154M
64 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.