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 Anson ,

13F Portfolio OverlapQ1 2026Anson , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Anson Capital, Inc. is an institutional investor managing $146M across 90 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 Anson , are CMC Financial Group, Fortune Financial Group,, Fusion ,, with shared positions in $REGN, $USB, $WT, $AGQ, $GSAT, $SIVR. The full ranking of 25 similar funds is below.

#1CMC Financial GroupActive

Notable overlap · 4 shared positions

$REGN $USB $WT $AGQ

$51M

38 positions

#2Fortune Financial Group, Inc.Active

Notable overlap · 6 shared positions

$REGN $WT $GSAT $AGQ $USB $SIVR

$111M

84 positions

#3Fusion Capital, LLCActive

Notable overlap · 5 shared positions

$FSCO $HUM $KKR $SAN $USB

$371M

104 positions

#4Tandem Investment Partners LLCPassive

Notable overlap · 5 shared positions

$REGN $USB $HUM $WT $BRZE

$118M

73 positions

#5Pinnacle Wealth Planning Services, Inc.Passive

Notable overlap · 3 shared positions

$FSCO $COP $NKE

$968M

2,737 positions

#6Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$REGN $WT $HUM

$170M

48 positions

#7Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$REGN $WT $FLEX $AGQ $HUM

$331M

134 positions

#8Winter & Associates, Inc.Passive

Notable overlap · 5 shared positions

$REGN $WT $BRZE $COP $NKE

$114M

84 positions

#9MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$AGQ $USB $WT $MKL $LKFT $GSAT

$147M

52 positions

#10Fortis Advisors, LLCPassive

Notable overlap · 6 shared positions

$USB $REGN $AGQ $GSAT $HUM $COP

$200M

119 positions

#11Sylvest Advisors, LLCActive

Notable overlap · 3 shared positions

$REGN $WT $USB

$188M

70 positions

#12STAPP WEALTH MANAGEMENT, PLLCActive

Notable overlap · 3 shared positions

$REGN $SGOL $WT

$78M

30 positions

#13ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$AGQ $USB $REGN $LKFT

$237M

89 positions

#14Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$REGN $SIVR $USB

$166M

115 positions

#15Guilbault Capital LLCPassive

Notable overlap · 3 shared positions

$REGN $HUM $AGQ

$91M

67 positions

#16VISTA FINANCE, LLCActive

Notable overlap · 3 shared positions

$FSCO $FBTC $BRZE

$126M

55 positions

#17Fermata Advisors, LLCPassive

Notable overlap · 5 shared positions

$REGN $FLEX $WT $MKL $GSAT

$444M

232 positions

#18CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 5 shared positions

$REGN $WT $KKR $SAN $USB

$149M

96 positions

#19Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$REGN $SGOL $KKR $HUM

$126M

74 positions

#20Strategic Financial Concepts, LLCPassive

Notable overlap · 4 shared positions

$FSCO $USB $WT $HUM

$405M

298 positions

#21Centurion Wealth Management LLCPassive

Notable overlap · 8 shared positions

$AGQ $WT $GSAT $HUM $SGOL $USB

$444M

316 positions

#22PTM WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$REGN $FBTC $KKR

$189M

56 positions

#23Decker Wealth Management LLCPassive

Notable overlap · 4 shared positions

$REGN $GSAT $KKR $HUM

$441M

105 positions

#24Lionsbridge Wealth Management LLCPassive

Notable overlap · 8 shared positions

$USB $WT $FSCO $AGQ $REGN $BRZE

$99M

59 positions

#25Farrell Financial LLCPassive

Notable overlap · 6 shared positions

$USB $WT $HUM $MKL $COP $BRZE

$167M

76 positions

Compare Anson ,’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 Anson ,’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.