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 Hamilton Wealth,

13F Portfolio OverlapQ1 2026Hamilton Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Hamilton Wealth, LLC is an institutional investor managing $1.4B across 114 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 Hamilton Wealth, are Exit Wealth Advisors,, Boyce & Associates Wealth Consulting,, AVAII WEALTH ,, with shared positions in $IAU, $WT, $BMY, $USO, $ALPS, $SLV. The full ranking of 25 similar funds is below.

#1Exit Wealth Advisors, LLC.Active

Notable overlap · 6 shared positions

$IAU $WT $BMY $USO $ALPS $SLV

$195M

131 positions

#2Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 5 shared positions

$IAU $WT $ALPS $SHW $SLV

$132M

80 positions

#3AVAII WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$IAU $WT $BMY $HUM

$287M

158 positions

#4MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$IAU $WT $ALPS $SLV

$1.3B

143 positions

#5Willow Financial LLCActive

Notable overlap · 3 shared positions

$ALPS $WT $SLV

$99M

37 positions

#6MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$IAU $WT $ALPS

$260M

146 positions

#7WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $WT $HUM $SLV

$508M

107 positions

#8Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $WT $SHW

$133M

89 positions

#9Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $WT $SLV

$125M

29 positions

#10Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$IAU $WT $MAR

$589M

138 positions

#11GenWealth Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $WT $MAR

$584M

85 positions

#12Stratos Investment Management, LLCPassive

Notable overlap · 3 shared positions

$ALPS $WT $GD

$2.5B

371 positions

#13Wills Financial Group LLCPassive

Notable overlap · 4 shared positions

$IAU $PANW $ALPS $SHW

$265M

75 positions

#14Oxbow Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $ALPS $SLV $AZN

$1.2B

245 positions

#15American Alpha Advisors, LLCActive

Notable overlap · 5 shared positions

$ALPS $WT $CRWD $BMY $GILD

$188M

96 positions

#16REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$IAU $WT $SHW

$697M

218 positions

#17Roan Capital PartnersPassive

Notable overlap · 4 shared positions

$USO $WT $BMY $SLV

$108M

77 positions

#18Proficio Capital Partners LLCActive

Notable overlap · 4 shared positions

$IAU $ALPS $SLV $MAR

$1.9B

248 positions

#19Old Port AdvisorsPassive

Notable overlap · 4 shared positions

$IAU $ALPS $WT $GSK

$434M

239 positions

#20Regency Capital Management Inc.\DEPassive

Notable overlap · 4 shared positions

$IAU $PANW $CB $SHW

$224M

60 positions

#21Purkiss Capital Advisors LLCPassive

Some overlap · 3 shared positions

$IAU $PANW $BMY

$227M

168 positions

#22Ridge Creek Global, IncActive

Some overlap · 5 shared positions

$IAU $WT $SHW $HUM $MAR

$118M

85 positions

#23Modus Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $PANW $CRWD

$363M

117 positions

#24Burk Holdings LLCPassive

Some overlap · 3 shared positions

$IAU $WT $HUM

$233M

676 positions

#25Catalyst Investment Management LLCPassive

Some overlap · 3 shared positions

$IAU $WT $HUM

$90M

65 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.