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 Maltin Wealth

13F Portfolio OverlapQ2 2026Maltin Wealth portfolio →

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Most similar hedge funds by 13F overlap

Maltin Wealth Management, Inc. is an institutional investor managing $299M across 146 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Maltin Wealth are Madden Advisory Services, Towneley , / DE, Ariston Services Group, with shared positions in $IAU, $ALPS, $MDY, $STT, $DOV, $PH. The full ranking of 25 similar funds is below.

#1Madden Advisory Services, Inc.Active

Notable overlap · 4 shared positions

$IAU $ALPS $MDY $STT

$279M

110 positions

#2Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$IAU $STT $DOV

$509M

46 positions

#3Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $PH $BX

$181M

70 positions

#4Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $STT $DOV

$829M

163 positions

#5CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $SNDK $DOV

$130M

55 positions

#6Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $BX $DOV

$2.8B

691 positions

#7Battery Global Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $DOV $BX

$200M

157 positions

#8Meridian Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $MDY $MS

$880M

211 positions

#9FIFTH THIRD SECURITIES, INC.Active

Notable overlap · 5 shared positions

$IAU $MDY $DOV $STT $DBC

$1.8B

360 positions

#10Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $MDY $STX

$326M

194 positions

#11Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive

Notable overlap · 4 shared positions

$IAU $MDY $UPS $BX

$142M

408 positions

#12PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 4 shared positions

$IAU $STX $LIN $DOV

$2.8B

186 positions

#13Roehl & Yi Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $SNDK $DOV

$304M

194 positions

#14Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $VST $BX

$405M

118 positions

#15Cooke Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$IAU $MDY $STT

$122M

39 positions

#16Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $PH $LIN

$145M

99 positions

#17SEEDS INVESTOR LLCPassive

Notable overlap · 5 shared positions

$IAU $SNDK $MDY $STT $STX

$973M

379 positions

#18Intentional Wealth Strategies, LLCActive

Some overlap · 3 shared positions

$IAU $PH $STX

$107M

68 positions

#19Wealth Watch Advisors, INCActive

Some overlap · 3 shared positions

$IAU $MDY $STT

$309M

142 positions

#20Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$IAU $VST $DOV

$119M

82 positions

#21Mill Creek Capital Advisors, LLC

Some overlap · 3 shared positions

$IAU $MDY $STT

$4.9B

260 positions

#22Pacific Point Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $MDY $SNDK

$219M

129 positions

#23Capital Asset Advisory Services LLCActive

Some overlap · 3 shared positions

$IAU $MS $LIN

$2.8B

375 positions

#24TSA Wealth Managment LLCActive

Some overlap · 3 shared positions

$IAU $STX $LIN

$354M

119 positions

#25SENTINEL TRUST CO LBASmart money

Some overlap · 4 shared positions

$BTT $IAU $MDY $IONQ

$1.1B

136 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.