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Hedge Funds Similar to Elwood & Goetz Wealth Advisory Group,

13F Portfolio OverlapQ1 2026Elwood & Goetz Wealth Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

Elwood & Goetz Wealth Advisory Group, LLC is an institutional investor managing $589M across 138 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 Elwood & Goetz Wealth Advisory Group, are MAINSTAY /ADV, WESCAP Group,, Financial Harvest,, with shared positions in $IAU, $WT, $IBM, $SCHW, $GMM, $RELX. The full ranking of 25 similar funds is below.

#1MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$WT$IBM
$1.3B
143 positions
#2WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$IAU$WT$SCHW$GMM$RELX
$508M
107 positions
#3Financial Harvest, LLCActive
Notable overlap · 5 shared positions
$IAU$WT$LMT$IBM$KO
$170M
57 positions
#4Upper Left Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$IAU$BRZE$SCHW$GMM
$169M
68 positions
#5GenWealth Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$WT$MAR$T
$584M
85 positions
#6Harbour Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$IAU$WT$KO
$133M
89 positions
#7New Vernon Capital Holdings II LLCActive
Notable overlap · 3 shared positions
$WT$MAR$RELX
$136M
77 positions
#8Madden Advisory Services, Inc.Passive
Notable overlap · 4 shared positions
$MAR$IAU$BRZE$SCHW
$254M
108 positions
#9Bravias Capital Group, LLCActive
Notable overlap · 4 shared positions
$MAR$WT$GMM$NEE
$153M
96 positions
#10CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 4 shared positions
$WT$MAR$IAU$NEE
$149M
96 positions
#11CURIO WEALTH, LLCActive
Notable overlap · 5 shared positions
$IAU$SCHW$NEE$LMT$IBM
$293M
1,255 positions
#12Timonier Family Office, LTD.
Notable overlap · 4 shared positions
$IAU$MAR$NEE$LOW
$315M
56 positions
#13RAM Investment Partners, LLCActive
Notable overlap · 5 shared positions
$IAU$MAR$NEE$NOW$BRZE
$569M
121 positions
#14Independent Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$BRZE$AXP
$243M
90 positions
#15GREAT OAK CAPITAL PARTNERS, LLCSmart money
Notable overlap · 3 shared positions
$IAU$NEE$MAR
$430M
47 positions
#16Yeomans Consulting Group, Inc.
Notable overlap · 4 shared positions
$IAU$NEE$IBM$KO
$341M
113 positions
#17Oceanside Advisors LLCActive
Notable overlap · 4 shared positions
$IAU$SCHW$NEE$KO
$175M
53 positions
#18CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$AXP
$298M
99 positions
#19Rachor Investment Advisory Services, LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$AXP
$190M
464 positions
#20Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$IAU$NEE$LOW
$648M
113 positions
#21PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$LOW$LMT
$112M
38 positions
#22Exit Wealth Advisors, LLC.Active
Notable overlap · 3 shared positions
$WT$IAU$BRZE
$195M
131 positions
#23Ridge Creek Global, IncActive
Notable overlap · 4 shared positions
$MAR$IAU$WT$NEE
$118M
85 positions
#24Proficio Capital Partners LLCActive
Notable overlap · 3 shared positions
$IAU$MAR$HSBC
$1.9B
248 positions
#25Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 5 shared positions
$WT$MAR$LMT$IBM$AXP
$153M
344 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.