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 Circle Wealth

13F Portfolio OverlapQ2 2026Circle Wealth portfolio →

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Most similar hedge funds by 13F overlap

Circle Wealth Management, LLC is an institutional investor managing $8.0B across 257 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 Circle Wealth are Roehl & Yi Investment Advisors, Skyline Advisors, Bulltick Wealth, with shared positions in $IAU, $SBUX, $ASML, $SNDK, $TXN, $CRWD. The full ranking of 25 similar funds is below.

#1Roehl & Yi Investment Advisors, LLCPassive

Slight overlap · 5 shared positions

$IAU $SBUX $ASML $SNDK $TXN

$304M

194 positions

#2Skyline Advisors, Inc.Active

Slight overlap · 3 shared positions

$IAU $SBUX $CRWD

$319M

123 positions

#3Bulltick Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$IAU $SBUX $PLTR $ASML

$490M

134 positions

#4ETF Store, Inc.Passive

Slight overlap · 4 shared positions

$IAU $SBUX $PLTR $SNDK

$120M

114 positions

#5Compass Wealth Management, LLC/GAActive

Slight overlap · 5 shared positions

$IAU $STT $CRWD $PLTR $SNDK

$251M

74 positions

#6Generation Capital Management LLCPassive

Slight overlap · 5 shared positions

$IAU $SBUX $SNDK $SPCX $GLW

$163M

83 positions

#7Blossom Wealth ManagementActive

Slight overlap · 4 shared positions

$IAU $SBUX $ASML $TXN

$71M

72 positions

#8Foguth Wealth Management, LLC.Passive

Slight overlap · 5 shared positions

$IAU $STT $CRWD $PLTR $TXN

$879M

213 positions

#9Financial Sense Advisors, Inc.Passive

Slight overlap · 5 shared positions

$IAU $NKE $PLTR $SPCX $GLW

$508M

137 positions

#10Copia Wealth Management

Slight overlap · 3 shared positions

$IAU $NKE $STT

$166M

570 positions

#11Shepherd Financial Partners LLCPassive

Slight overlap · 3 shared positions

$IAU $SBUX $CRWD

$1.2B

256 positions

#12True Vision MN LLC

Slight overlap · 4 shared positions

$IAU $STT $CRWD $PLTR

$194M

98 positions

#13TOCQUEVILLE ASSET MANAGEMENT L.P.Passive

Slight overlap · 3 shared positions

$IAU $SBUX $GLW

$7.6B

557 positions

#14SEEDS INVESTOR LLCPassive

Slight overlap · 6 shared positions

$IAU $STT $ASML $SNDK $LITE $GLW

$973M

379 positions

#15Bigelow Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$IAU $SBUX $TXN

$276M

157 positions

#16Sepio Capital, LPActive

Slight overlap · 5 shared positions

$IAU $SBUX $CRWD $GLW $TXN

$2.0B

346 positions

#17PAX Financial Group, LLCActive

Slight overlap · 4 shared positions

$IAU $SBUX $ASML $TXN

$673M

207 positions

#18OFC FINANCIAL PLANNING, LLCActive

Slight overlap · 4 shared positions

$IAU $SBUX $PLTR $TXN

$113M

56 positions

#19FLOW TRADERS U.S. LLCPassive

Slight overlap · 5 shared positions

$IAU $STT $PLTR $ASML $SNDK

$2.4B

979 positions

#20PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 6 shared positions

$IAU $CRWD $SNDK $LITE $GLW $TXN

$462M

86 positions

#21Kingsview Wealth Management, LLC

Slight overlap · 5 shared positions

$IAU $NKE $STT $PLTR $TXN

$8.3B

1,432 positions

#22Hobbs Group Advisors, LLCActive

Slight overlap · 4 shared positions

$IAU $SBUX $CRWD $GLW

$380M

164 positions

#23Modus Advisors, LLCPassive

Slight overlap · 5 shared positions

$IAU $CRWD $PLTR $TTWO $SPCX

$405M

118 positions

#24Eagle Strategies LLCPassive

Slight overlap · 3 shared positions

$IAU $STT $CRWD

$1.0B

273 positions

#25Three Bridge Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$IAU $SBUX $ASML

$399M

87 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.