13F Pro

Hedge Funds Similar to New

13F Portfolio OverlapQ1 2026New portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

New Capital Management LP is an institutional investor managing $439M across 60 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 New are NavPoint Financial,, Alpha Zero, Centerline Wealth Advisors,, with shared positions in $IAU, $IBIT, $DOV, $MELI, $RELX, $XYZ. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$IBIT$DOV$MELI
$247M
71 positions
#2Alpha Zero LLCActive
Some overlap · 3 shared positions
$IBIT$IAU$RELX
$198M
79 positions
#3Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$XYZ$IAU$YUM
$278M
73 positions
#4Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$228M
103 positions
#5Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$XYZ$IAU$RELX
$147M
189 positions
#6FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IBIT$XYZ$RELX
$228M
76 positions
#7Cadent Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$XYZ$YUM$IAU
$386M
187 positions
#8Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$XYZ$IAU$IBIT
$11.5B
333 positions
#9Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$XYZ$IAU$IBIT
$493M
142 positions
#10Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$CMI
$779M
297 positions
#11MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$DOV$RELX
$114M
77 positions
#12Proficio Capital Partners LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$1.9B
248 positions
#13Systelligence, LLCPassive
Some overlap · 3 shared positions
$IAU$XYZ$DOV
$514M
56 positions
#14Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$2.9B
367 positions
#15GM Advisory Group, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$AON
$2.6B
374 positions
#16Sara-Bay FinancialActive
Some overlap · 3 shared positions
$IBIT$MELI$CMI
$333M
81 positions
#17ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$IAU$IBIT$RELX
$132M
105 positions
#18ATX Financial Planning, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$RELX
$132M
81 positions
#19OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 4 shared positions
$IAU$DOV$YUMC$MELI
$519M
144 positions
#20Citrine Capital LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$AON
$231M
58 positions
#21Foundation Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$IBIT$IAU$AON
$148M
44 positions
#22Evelyn Partners Asset Management LtdPassive
Some overlap · 3 shared positions
$IAU$DOV$RELX
$406M
308 positions
#23Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$488M
115 positions
#24Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$IBIT$DOV$IAU$RELX
$146M
532 positions
#25WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$IBIT$RELX
$508M
107 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.