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 Fermata Advisors,

13F Portfolio OverlapQ1 2026Fermata Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Fermata Advisors, LLC is an institutional investor managing $495M across 275 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 Fermata Advisors, are CATHY PARETO & ASSOCIATES,, STAPP WEALTH , PLLC, Team Financial Group,, with shared positions in $WT, $REGN, $IAU, $ALPS, $GLDM, $OKE. The full ranking of 25 similar funds is below.

#1CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$WT $REGN $IAU $ALPS

$149M

96 positions

#2STAPP WEALTH MANAGEMENT, PLLCActive

Notable overlap · 3 shared positions

$WT $REGN $GLDM

$78M

30 positions

#3Team Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $REGN $GLDM $OKE $DKNG

$220M

273 positions

#4Fortune Financial Group, Inc.Active

Notable overlap · 3 shared positions

$WT $REGN $GSAT

$111M

84 positions

#5AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $REGN $MKL

$206M

97 positions

#6Sanchez Wealth Management GroupActive

Notable overlap · 5 shared positions

$WT $REGN $JHG $MS $IAU

$462M

53 positions

#7Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $IAU $MS $MKL

$90M

65 positions

#8Alpha Zero LLCActive

Notable overlap · 4 shared positions

$WT $IAU $OKE $JHG

$198M

79 positions

#9Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 4 shared positions

$WT $IAU $ALPS $GLDM

$132M

80 positions

#10Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$WT $IAU $MKL $MS

$365M

111 positions

#11Stonebridge Financial Group, LLCPassive

Notable overlap · 6 shared positions

$WT $TXN $IAU $MS $OKE $JHG

$1.2B

262 positions

#12RVW Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $FLEX $REGN $MS

$1.3B

176 positions

#13Exit Wealth Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $IAU $ALPS $JHG

$195M

131 positions

#14IAG Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $FLEX $OKE $JHG

$896M

509 positions

#15LRI Investments, LLCActive

Notable overlap · 4 shared positions

$WT $MKL $IAU $DKNG

$1.1B

1,415 positions

#16Lunt Capital Management, Inc.Active

Notable overlap · 4 shared positions

$WT $REGN $FLEX $GSAT

$260M

97 positions

#17Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $DKNG $MKL

$298M

81 positions

#18Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $IAU $MS $GSAT

$514M

56 positions

#19Wealthcare Capital Partners, LLCActive

Notable overlap · 5 shared positions

$WT $MKL $GLDM $JHG $ALPS

$213M

153 positions

#20MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$WT $IAU $ALPS $OKE

$1.3B

143 positions

#21Magnolia Private Wealth, LLCPassive

Notable overlap · 6 shared positions

$WT $TXN $GLDM $MKL $JHG $IAU

$150M

134 positions

#22Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$WT $MKL $REGN $JHG

$89M

81 positions

#23Vertex Planning Partners, LLCActive

Notable overlap · 6 shared positions

$WT $OKE $TXN $GLDM $REGN $JHG

$515M

135 positions

#24UPTICK PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $IAU $GLDM

$502M

293 positions

#25MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$WT $MKL $GSAT $IAU

$147M

52 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.