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 Argos Wealth Advisors,

13F Portfolio OverlapQ1 2026Argos Wealth Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Argos Wealth Advisors, LLC is an institutional investor managing $348M across 202 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 Argos Wealth Advisors, are SAGE PRIVATE WEALTH GROUP,, NavPoint Financial,, American Investment Services,, with shared positions in $GLDM, $IAU, $TT, $MSI, $PLTR, $IBIT. The full ranking of 25 similar funds is below.

#1SAGE PRIVATE WEALTH GROUP, LLCActive

Substantial overlap · 4 shared positions

$GLDM $IAU $TT $MSI

$199M

97 positions

#2NavPoint Financial, Inc.Active

Substantial overlap · 4 shared positions

$GLDM $IAU $PLTR $IBIT

$247M

71 positions

#3American Investment Services, Inc.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $DDOG

$448M

132 positions

#4Upper Left Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $GLDM $IBIT

$169M

68 positions

#5MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $GLTR $ALPS

$1.3B

143 positions

#6Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $TT $MSI

$133M

89 positions

#7Yeomans Consulting Group, Inc.

Notable overlap · 3 shared positions

$IAU $DDOG $KLAC

$341M

113 positions

#8Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $DDOG $IBIT

$125M

29 positions

#9Impact Investors, IncPassive

Notable overlap · 3 shared positions

$IAU $KLAC $ASML

$144M

106 positions

#10Proficio Capital Partners LLCActive

Notable overlap · 3 shared positions

$IAU $ALPS $IBIT

$1.9B

248 positions

#11West Family Investments, Inc.Passive

Notable overlap · 3 shared positions

$IAU $ASML $EXE

$285M

259 positions

#12Timber Creek Capital Management LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $ASML

$412M

78 positions

#13McAlvany Wealth Management LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $EXE

$149M

42 positions

#14Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$GLDM $KLAC $DDOG $BKNG

$2.1B

152 positions

#15ANDERSON HOAGLAND & COPassive

Notable overlap · 4 shared positions

$IAU $DDOG $FIX $ASML

$1.2B

136 positions

#16SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $ALPS $IAU

$676M

137 positions

#17ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 3 shared positions

$IAU $DDOG $ALPS

$156M

77 positions

#18Avid Wealth Partners LLCActive

Notable overlap · 4 shared positions

$GLDM $DDOG $IBIT $FIX

$212M

71 positions

#19Strathmore Capital Advisors, Inc.Active

Notable overlap · 4 shared positions

$IAU $DDOG $PLTR $BKNG

$354M

138 positions

#20Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $PLTR $IBIT

$363M

117 positions

#21Braeburn Wealth Management LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $FIX

$175M

85 positions

#22Integrity Wealth Solutions LLCPassive

Notable overlap · 4 shared positions

$GLDM $IAU $DDOG $PLTR

$255M

130 positions

#23ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Some overlap · 3 shared positions

$IAU $PLTR $IBIT

$730M

215 positions

#24Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $KLAC

$1.6B

435 positions

#25EVEXIA WEALTH LLCActive

Some overlap · 4 shared positions

$KLAC $ALPS $TT $ASML

$364M

84 positions

Compare Argos Wealth Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Argos Wealth Advisors,’s holdings

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.