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 Golden State Equity Partners

13F Portfolio OverlapQ1 2026Golden State Equity Partners portfolio →

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Most similar hedge funds by 13F overlap

Golden State Equity Partners is an institutional investor managing $1.3B across 2,078 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 Golden State Equity Partners are IAM Advisory,, AXS Investments, ORG Partners, with shared positions in $WT, $AGQ, $GILD, $PLTR, $AMD, $UPST. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Some overlap · 5 shared positions

$WT $AGQ $GILD $PLTR $AMD

$446M

95 positions

#2AXS Investments LLCActive

Some overlap · 7 shared positions

$AGQ $WT $UPST $PLTR $IBM $JHG

$248M

189 positions

#3ORG Partners LLC

Some overlap · 5 shared positions

$WT $GILD $UPST $PLTR $SE

$568M

1,708 positions

#4Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$WT $AGQ $PLTR $JHG

$296M

109 positions

#5MBA Advisors LLCPassive

Some overlap · 5 shared positions

$WT $UPST $AGQ $IBM $JHG

$260M

146 positions

#6Arta Finance Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $PLTR $AMD

$202M

95 positions

#7Cypress Capital, LLCActive

Some overlap · 4 shared positions

$WT $AGQ $UPST $IBM

$351M

95 positions

#8Lionshead Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $UPST $PLTR $JHG $AMD

$136M

108 positions

#9Lauer Wealth, LLCActive

Some overlap · 5 shared positions

$WT $UPST $PLTR $AMD $AGQ

$126M

67 positions

#10NewEdge Wealth, LLCPassive

Some overlap · 4 shared positions

$WT $GILD $UPST $IBM

$8.4B

1,124 positions

#11United Advisor Group, LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $PLTR $AMD

$811M

508 positions

#12Anfield Capital Management, LLCPassive

Some overlap · 5 shared positions

$WT $PLTR $JHG $SE $AMD

$363M

715 positions

#13Oxinas Partners Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $SE $PLTR

$219M

145 positions

#14Clear Creek Financial Management, LLCPassive

Some overlap · 5 shared positions

$WT $AGQ $JHG $SE $PLTR

$1.3B

608 positions

#15Key FInancial IncPassive

Some overlap · 4 shared positions

$WT $AGQ $PLTR $SE

$562M

1,394 positions

#16CMC Financial GroupActive

Some overlap · 3 shared positions

$WT $AGQ $IBM

$51M

38 positions

#17NewSquare Capital LLCPassive

Some overlap · 4 shared positions

$WT $UPST $GILD $IBM

$1.2B

211 positions

#18Capital Investment Advisory Services, LLCPassive

Some overlap · 5 shared positions

$WT $AGQ $UPST $SE $AMD

$1.4B

1,206 positions

#19Reyes Financial Architecture, Inc.Passive

Some overlap · 3 shared positions

$WT $AGQ $IBM

$122M

348 positions

#20Per Stirling Capital Management, LLC.Passive

Some overlap · 3 shared positions

$WT $AGQ $JHG

$905M

310 positions

#21Sage Capital Management, LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $IBM $AMD

$213M

163 positions

#22Onyx Bridge Wealth Group LLCPassive

Some overlap · 3 shared positions

$WT $AGQ $PLTR

$930M

373 positions

#23Winter & Associates, Inc.Passive

Some overlap · 4 shared positions

$WT $UPST $IBM $PLTR

$114M

84 positions

#24Avant Capital LLCPassive

Some overlap · 3 shared positions

$WT $AGQ $PLTR

$142M

76 positions

#25Element Wealth, LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $JHG $SE

$242M

207 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.