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 Upper Left Wealth ,

13F Portfolio OverlapQ1 2026Upper Left Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Upper Left Wealth Management, LLC is an institutional investor managing $180M across 73 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 Upper Left Wealth , are Argos Wealth Advisors,, CARL STUART INVESTMENT ADVISOR,, Elwood & Goetz Wealth Advisory Group,, with shared positions in $IAU, $GLDM, $IBIT, $BRZE, $MKL, $AMD. The full ranking of 25 similar funds is below.

#1Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $IBIT

$348M

202 positions

#2CARL STUART INVESTMENT ADVISOR, INCActive

Notable overlap · 4 shared positions

$IAU $BRZE $MKL $AMD

$229M

27 positions

#3Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$IAU $BRZE $SCHW $GMM

$589M

138 positions

#4Broadhurst Jeffrey BActive

Notable overlap · 5 shared positions

$IAU $IBIT $FBTC $BITB $ARKB

$98M

41 positions

#5Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MKL $BRZE

$171M

106 positions

#6Vannoy Advisory Group, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $SCHW $SE

$158M

28 positions

#7Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $BRZE

$243M

90 positions

#8CURIO WEALTH, LLCActive

Notable overlap · 4 shared positions

$IAU $SCHW $AMD $SE

$293M

1,255 positions

#9Eurizon Asset Management Hungary Ltd.Active

Notable overlap · 3 shared positions

$IAU $SGOL $AMD

$93M

20 positions

#10NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$GLDM $IAU $IBIT $GMM $GBTC

$247M

71 positions

#11Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $AMD $SE

$170M

57 positions

#12TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 4 shared positions

$IAU $MKL $BRZE $HUBS

$871M

173 positions

#13Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $SCHW

$175M

53 positions

#14WESCAP Management Group, Inc.Active

Notable overlap · 7 shared positions

$IAU $SCHW $GBTC $GMM $SE $IBIT

$508M

107 positions

#15RAM Investment Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $BRZE $AMD

$569M

121 positions

#16Proficio Capital Partners LLCActive

Notable overlap · 3 shared positions

$IAU $SGOL $IBIT

$1.9B

248 positions

#17Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $BITB $AMD

$133M

89 positions

#18Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$IAU $MKL $BRZE $SCHW

$578M

118 positions

#19ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 4 shared positions

$IAU $IBIT $GBTC $GMM

$730M

215 positions

#20Integrity Wealth Solutions LLCPassive

Notable overlap · 6 shared positions

$GLDM $IAU $BRZE $GMM $SCHW $SE

$255M

130 positions

#21Timber Creek Capital Management LLCPassive

Notable overlap · 4 shared positions

$GLDM $IAU $SCHW $SGOL

$412M

78 positions

#22VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $AMD

$361M

123 positions

#23Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$IAU $MKL $SCHW $SE

$931M

518 positions

#24Regency Capital Management Inc.\DEPassive

Notable overlap · 3 shared positions

$IAU $MKL $SE

$224M

60 positions

#25PINNEY & SCOFIELD, INC.Active

Notable overlap · 3 shared positions

$IAU $SCHW $SE

$185M

243 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.