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 Timber Creek

13F Portfolio OverlapQ1 2026Timber Creek portfolio →

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Most similar hedge funds by 13F overlap

Timber Creek Capital Management LLC is an institutional investor managing $412M across 78 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 Timber Creek are Upper Left Wealth ,, SAGE PRIVATE WEALTH GROUP,, Ravenswood Partners, with shared positions in $GLDM, $IAU, $SCHW, $SGOL, $CCZ, $CRM. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$GLDM $IAU $SCHW $SGOL

$169M

68 positions

#2SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $CCZ $CRM

$199M

97 positions

#3Ravenswood Partners LPPassive

Notable overlap · 7 shared positions

$MU $SCHW $ASML $MELI $SONY $BN

$271M

35 positions

#4Chemistry Wealth Management LLCPassive

Notable overlap · 7 shared positions

$IAU $BN $ELV $MU $ABNB $SCHW

$569M

204 positions

#5American Investment Services, Inc.Active

Notable overlap · 3 shared positions

$GLDM $IAU $SCHW

$448M

132 positions

#6Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $ASML

$348M

202 positions

#7FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 7 shared positions

$FLEX $ICE $SCHW $ASML $LIN $WTW

$102M

56 positions

#8Pictet North America Advisors SAActive

Notable overlap · 8 shared positions

$IAU $BN $ASML $MELI $SONY $UBS

$1.0B

154 positions

#9NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $IAU $MELI

$247M

71 positions

#10Avos Capital Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $SGOL $FLEX

$253M

29 positions

#11Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$MU $SCHW $CNH $ABNB $CCZ $ELV

$588M

337 positions

#12HARRIS ASSOCIATES L PActive

Notable overlap · 6 shared positions

$SCHW $ICE $CRM $ELV $WTW $ABNB

$75.0B

158 positions

#13Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $SCHW $RELX $CCZ

$163M

67 positions

#14Roehl & Yi Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $FLEX $TTE $ASML $UL

$266M

180 positions

#15Aureum Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$GLDM $SCHW $IAU

$144M

60 positions

#16Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$GLDM $SGOL $ABNB $MU

$597M

251 positions

#17Austin Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$GLDM $FLEX $SCHW $IAU

$440M

118 positions

#18Spectrum Asset Management, Inc. (NB/CA)Passive

Notable overlap · 4 shared positions

$IAU $SCHW $NVS $LIN

$315M

109 positions

#19PRIMECAP MANAGEMENT CO/CA/Active

Notable overlap · 5 shared positions

$MU $SCHW $FLEX $SONY $NVS

$127.0B

320 positions

#20Decker Retirement Planning Inc.Passive

Notable overlap · 4 shared positions

$MU $SCHW $ASML $SGOL

$221M

284 positions

#21Mill Capital Management, LLCActive

Notable overlap · 6 shared positions

$MU $ICE $ASML $LIN $CRM $CCZ

$1.3B

130 positions

#22Hollow Brook Wealth Management LLCActive

Notable overlap · 4 shared positions

$GLDM $ASML $TTE $SAP

$392M

70 positions

#23Evergreen Quality Fund GP, Ltd.Smart money

Notable overlap · 3 shared positions

$GLDM $MU $ASML

$4.4B

40 positions

#24VPR Management LLCActive

Notable overlap · 3 shared positions

$IAU $FLEX $MELI

$250M

65 positions

#25REGENTS OF THE UNIVERSITY OF CALIFORNIAActive

Notable overlap · 3 shared positions

$GLDM $BN $ASML

$2.8B

12 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.