How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MAINSTAY /ADV

13F Portfolio OverlapQ1 2026MAINSTAY /ADV portfolio →

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Most similar hedge funds by 13F overlap

MAINSTAY CAPITAL MANAGEMENT LLC /ADV is an institutional investor managing $1.3B across 143 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 MAINSTAY /ADV are Broussard Financial Group, WESCAP Group,, Bravias Group,, with shared positions in $IAU, $WT, $SLV, $USB, $WM, $SIVR. The full ranking of 25 similar funds is below.

#1Broussard Financial Group LLCActive

Substantial overlap · 4 shared positions

$IAU $WT $SLV $USB

$125M

29 positions

#2WESCAP Management Group, Inc.Active

Substantial overlap · 4 shared positions

$WT $IAU $USB $SLV

$508M

107 positions

#3Bravias Capital Group, LLCActive

Substantial overlap · 4 shared positions

$WT $SLV $WM $SIVR

$153M

96 positions

#4Exit Wealth Advisors, LLC.Active

Substantial overlap · 5 shared positions

$WT $IAU $SLV $LRCX $ALPS

$195M

131 positions

#5NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active

Substantial overlap · 3 shared positions

$SLV $LKFT $USB

$149M

55 positions

#6OxenFree Capital LLCActive

Substantial overlap · 4 shared positions

$SLV $USB $WT $MCK

$206M

56 positions

#7MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 5 shared positions

$WT $USB $SLV $LKFT $IAU

$147M

52 positions

#8CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 5 shared positions

$WT $IAU $SLV $USB $ALPS

$149M

96 positions

#9MOON CAPITAL MANAGEMENT LPActive

Substantial overlap · 3 shared positions

$IAU $USB $TME

$166M

13 positions

#10Financial Harvest, LLCActive

Substantial overlap · 3 shared positions

$IAU $WT $IBM

$170M

57 positions

#11Premier Private Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $SLV $MCK

$95M

53 positions

#12Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 5 shared positions

$WT $IAU $SLV $ALPS $PM

$132M

80 positions

#13Morton Capital Management LLC/CASmart money

Substantial overlap · 4 shared positions

$WT $IAU $USB $AMGN

$672M

139 positions

#14Systelligence, LLCPassive

Substantial overlap · 4 shared positions

$WT $USB $IAU $SIVR

$514M

56 positions

#15Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$IAU $WT $IBM

$589M

138 positions

#16Envision Financial LLCActive

Notable overlap · 3 shared positions

$WT $USB $ALPS

$186M

46 positions

#17IAG Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $SLV $OKE

$896M

509 positions

#18Madrid Financial ServicesActive

Notable overlap · 3 shared positions

$WT $USB $ALPS

$169M

26 positions

#19BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money

Notable overlap · 4 shared positions

$IAU $WT $MCK $WM

$148M

32 positions

#20IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $USB $MCK $WM $AMGN

$446M

95 positions

#21TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $SLV $IAU

$163M

795 positions

#22Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $USB $TME

$1.2B

177 positions

#23Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$WT $SLV $USB $SIVR

$597M

251 positions

#24Global View Capital Management LLCActive

Notable overlap · 5 shared positions

$WT $USB $SLV $OKE $SIVR

$377M

140 positions

#25Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $USB $SLV

$126M

67 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.