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 Boothe Investment Group,

13F Portfolio OverlapQ1 2026Boothe Investment Group, portfolio →

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Most similar hedge funds by 13F overlap

Boothe Investment Group, Inc. is an institutional investor managing $317M across 38 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 Boothe Investment Group, are Goldenstone Wealth, Leibman Financial Services,, IAM Advisory,, with shared positions in $WT, $AMD, $VRT, $CRWD, $PINS, $PNC. The full ranking of 25 similar funds is below.

#1Goldenstone Wealth Management LLCActive

Notable overlap · 4 shared positions

$WT $AMD $VRT $CRWD

$137M

89 positions

#2Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $PINS $CRWD

$136M

49 positions

#3IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $AMD $VRT $PNC

$446M

95 positions

#4Grey Ledge Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $AMD $IBM

$443M

239 positions

#5Family Legacy Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$WT $AMD $VRT

$124M

44 positions

#6Rare Wolf Capital LLCPassive

Notable overlap · 5 shared positions

$WT $PFE $NOW $PINS $AMD

$154M

127 positions

#7626 Financial, LLCActive

Notable overlap · 5 shared positions

$WT $UBER $PFE $C $CRWD

$224M

121 positions

#8Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $AMD $VZ

$126M

67 positions

#9Torrey Growth & Income AdvisorsActive

Notable overlap · 5 shared positions

$NOW $PFE $AMD $VZ $UBER

$239M

110 positions

#10MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$WT $NEE $IBM $PNC

$240M

234 positions

#11Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $VZ $NEE

$153M

96 positions

#12Marathon Mission, Inc.Active

Notable overlap · 5 shared positions

$WT $IBM $PNC $VRT $AMD

$200M

57 positions

#13Game Creek Capital, LPPassive

Notable overlap · 7 shared positions

$VRT $UBER $NOW $AMD $PFE $IBM

$301M

93 positions

#14Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $NEE $CRWD

$154M

66 positions

#15CLG LLCActive

Notable overlap · 3 shared positions

$WT $VZ $IBM

$403M

134 positions

#16Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $PFE $VZ

$562M

1,394 positions

#17Waterway Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $NOW $CRWD

$452M

90 positions

#18INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $C $AMD

$252M

89 positions

#19Quattro Advisors LLCActive

Notable overlap · 3 shared positions

$WT $PNC $AMD

$115M

51 positions

#20Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $AMD $ULTA

$132M

378 positions

#21Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $NOW $IBM

$293M

107 positions

#22SYKON CAPITAL LLCActive

Notable overlap · 4 shared positions

$WT $UBER $CRWD $PFE

$300M

88 positions

#23Serenus Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$WT $AMD $IBM

$501M

68 positions

#24ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$NOW $AMD $CRWD $UBER $VRT

$482M

38 positions

#25Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $PFE $NEE

$285M

176 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.