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 3EDGE Asset ,

13F Portfolio OverlapQ1 20263EDGE Asset , portfolio →

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Most similar hedge funds by 13F overlap

3EDGE Asset Management, LP is an institutional investor managing $2.1B across 91 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 3EDGE Asset , are Greenline Partners,, Integrity Wealth Solutions, Global Endowment ,, with shared positions in $GLDM, $BRZE, $AMN, $IAU, $SE, $DOV. The full ranking of 25 similar funds is below.

#1Greenline Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $BRZE $AMN $IAU

$930M

144 positions

#2Integrity Wealth Solutions LLCPassive

Notable overlap · 7 shared positions

$GLDM $BRZE $AMN $SE $DOV $UNIT

$255M

130 positions

#3Global Endowment Management, LPActive

Notable overlap · 4 shared positions

$BRZE $DOV $PHYS $WT

$896M

126 positions

#4Zhang Financial LLCActive

Notable overlap · 6 shared positions

$BRZE $DOV $AMN $GLDM $UNIT $IAU

$2.9B

367 positions

#5Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$BRZE $DOV $AMN

$281M

63 positions

#6New England Private Wealth Advisors LLCActive

Notable overlap · 8 shared positions

$BRZE $DOV $GLDM $AMN $MAR $WT

$866M

194 positions

#7Capital Planning Advisors, LLCPassive

Some overlap · 4 shared positions

$GLDM $SE $AMN $WT

$692M

146 positions

#8Breakwater Investment ManagementPassive

Some overlap · 5 shared positions

$BRZE $DOV $MAR $WT $MDY

$269M

506 positions

#9Orcam Financial GroupSmart money

Some overlap · 4 shared positions

$BRZE $DOV $MAR $IAU

$141M

62 positions

#10Sageworth Trust CoActive

Some overlap · 6 shared positions

$BRZE $DOV $UNIT $MAR $MDY $IAU

$2.3B

172 positions

#11Intelligent Financial StrategiesSmart money

Some overlap · 5 shared positions

$BRZE $DOV $AMN $MDY $PHYS

$192M

62 positions

#12FIDUCIARY ADVISORS, INC.Active

Some overlap · 7 shared positions

$BRZE $AMN $DOV $SE $UNIT $MAR

$133M

121 positions

#13American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $DOV $MDY

$105M

57 positions

#14NavPoint Financial, Inc.Active

Some overlap · 3 shared positions

$GLDM $DOV $IAU

$247M

71 positions

#15Wealth Architects, LLCPassive

Some overlap · 5 shared positions

$DOV $AMN $SE $UNIT $WT

$1.1B

244 positions

#16Upper Left Wealth Management, LLCPassive

Some overlap · 6 shared positions

$GLDM $BRZE $SE $BITB $BTC $IAU

$169M

68 positions

#17Vernal Point Advisors, LLCSmart money

Some overlap · 3 shared positions

$BRZE $DOV $IAU

$246M

21 positions

#18Hartmann Taylor Wealth Management, LLCActive

Some overlap · 3 shared positions

$BRZE $DOV $GDLC

$151M

54 positions

#19TrustWell Financial Advisors, LLCActive

Some overlap · 5 shared positions

$DOV $PHYS $SE $CEF $BRZE

$106M

70 positions

#20Genesis Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$BRZE $GLDM $DOV $MDY $IAU

$150M

64 positions

#21SNS Financial Group, LLCActive

Some overlap · 5 shared positions

$GLDM $AMN $DOV $UNIT $WT

$1.2B

208 positions

#22COGENT STRATEGIC WEALTH LLCActive

Some overlap · 3 shared positions

$BRZE $AMN $ABNB

$97M

56 positions

#23TrueNorth, Inc.Passive

Some overlap · 3 shared positions

$BRZE $SE $AMN

$1.0B

1,033 positions

#24ATLas Financial Planning LLCActive

Some overlap · 5 shared positions

$BRZE $AMN $DOV $MAR $WT

$112M

69 positions

#25Austin Wealth Management, LLCPassive

Some overlap · 6 shared positions

$GLDM $AMN $DOV $UNIT $WT $IAU

$440M

118 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.