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 CPR Investments

13F Portfolio OverlapQ1 2026CPR Investments portfolio →

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Most similar hedge funds by 13F overlap

CPR Investments Inc. is an institutional investor managing $130M across 55 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 CPR Investments are Deane Retirement Strategies,, Private Harbour Investment & Counsel,, MOULTON WEALTH ,, with shared positions in $AGQ, $IAU, $LMT, $SLV, $LHX, $NOC. The full ranking of 25 similar funds is below.

#1Deane Retirement Strategies, Inc.Passive

Notable overlap · 3 shared positions

$AGQ $IAU $LMT

$249M

57 positions

#2Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 4 shared positions

$IAU $AGQ $SLV $LHX

$91M

36 positions

#3MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$AGQ $SLV $IAU

$147M

52 positions

#4WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $NOC

$508M

107 positions

#5Global View Capital Management LLCActive

Notable overlap · 4 shared positions

$AGQ $SLV $FITB $UL

$377M

140 positions

#6IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$AGQ $LMT $LHX $NOC $PANW

$446M

95 positions

#7Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $FITB $LMT

$170M

57 positions

#8LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $GD $PANW

$135M

83 positions

#9Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$IAU $LHX $NOC

$931M

518 positions

#10Valtrion Capital Management, LLCActive

Notable overlap · 4 shared positions

$AGQ $NOC $GD $PANW

$106M

93 positions

#11Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $AGQ $SLV

$130M

96 positions

#12Clearstead Trust, LLCPassive

Notable overlap · 3 shared positions

$AGQ $IAU $PANW

$613M

981 positions

#13Stack Financial Management, IncActive

Notable overlap · 3 shared positions

$AGQ $LMT $LHX

$1.4B

52 positions

#14Northwest Financial AdvisorsPassive

Notable overlap · 3 shared positions

$AGQ $LMT $GD

$52M

66 positions

#15Wealth Quarterback LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $LMT

$254M

163 positions

#16Modus Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $LMT $PANW

$363M

117 positions

#17BCWM, LLCPassive

Some overlap · 3 shared positions

$IAU $LMT $NOC

$353M

57 positions

#18Signet Investment Advisory Group, Inc.Passive

Some overlap · 3 shared positions

$IAU $LMT $NOC

$218M

69 positions

#19Ipsen Advisor Group LLCPassive

Some overlap · 4 shared positions

$AGQ $IAU $SLV $LMT

$143M

104 positions

#20J2 Capital Management IncActive

Some overlap · 4 shared positions

$AGQ $IAU $LMT $PANW

$146M

116 positions

#21Fielder Capital Group LLCPassive

Some overlap · 3 shared positions

$IAU $AGQ $SLV

$459M

290 positions

#22Hamilton Wealth, LLCActive

Some overlap · 4 shared positions

$IAU $PANW $SLV $GD

$1.4B

114 positions

#23Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$IAU $SLV $LMT

$106M

79 positions

#24ROGCO, LPActive

Some overlap · 3 shared positions

$IAU $LMT $GD

$300M

205 positions

#25MLP3, LLCPassive

Some overlap · 3 shared positions

$AGQ $SLV $PANW

$91M

86 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.