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Hedge Funds Similar to Upper Left Wealth

13F Portfolio OverlapQ3 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 $193M across 68 U.S. equity positions as of Q3 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 TME FINANCIAL, Midwest Advisors, CURTIS WEALTH, with shared positions in $IAU, $IBIT, $BTC, $STT, $DE, $GLDM. The full ranking of 25 similar funds is below.

#1TME FINANCIAL, INC.Active
Highly similar · 3 shared positions
$IAU$IBIT$BTC
$163M
70 positions
#2Midwest Capital Advisors, LLCActive
Substantial overlap · 3 shared positions
$IAU$STT$DE
$246M
210 positions
#3CURTIS WEALTH MANAGEMENT LLCActive
Substantial overlap · 3 shared positions
$IAU$IBIT$GLDM
$118M
55 positions
#4Madden Advisory Services, Inc.Active
Substantial overlap · 3 shared positions
$IAU$SGOL$STT
$279M
110 positions
#5Plum Street Advisors, LLCActive
Substantial overlap · 3 shared positions
$IAU$GLDM$IAUM
$313M
107 positions
#6SAGE PRIVATE WEALTH GROUP, LLCActive
Substantial overlap · 3 shared positions
$IAU$GLDM$TT
$298M
135 positions
#7Go Invest LLCSmart money
Substantial overlap · 8 shared positions
$IBIT$STT$SGOL$FBTC$GBTC$GLDM
$473M
104 positions
#8Broussard Financial Group LLCActive
Substantial overlap · 3 shared positions
$IAU$IBIT$FBTC
$135M
38 positions
#9Sterling Financial Planning, Inc.Active
Substantial overlap · 3 shared positions
$IAU$DE$STT
$368M
123 positions
#10Cedar Point Capital Partners, LLCActive
Substantial overlap · 4 shared positions
$GLDM$STT$IAUM$DE
$174M
77 positions
#11NavPoint Financial, Inc.Active
Substantial overlap · 5 shared positions
$GLDM$IAU$IBIT$IAUM$GBTC
$283M
75 positions
#12RCW Management, LLCActive
Substantial overlap · 3 shared positions
$GLDM$IAU$STT
$112M
68 positions
#13Hudson Oak Wealth Advisory LLCActive
Substantial overlap · 3 shared positions
$GLDM$IAU$STT
$130M
54 positions
#14Argos Wealth Advisors, LLCActive
Substantial overlap · 4 shared positions
$GLDM$IAU$TT$IBIT
$378M
224 positions
#15Towneley Capital Management, Inc / DESmart money
Substantial overlap · 3 shared positions
$IAU$SGOL$STT
$505M
45 positions
#16Cassaday & Co Wealth Management LLCSmart money
Substantial overlap · 3 shared positions
$GLDM$STT$DJP
$5.7B
1,264 positions
#17Sharkey, Howes & JaverActive
Substantial overlap · 3 shared positions
$IAU$IBIT$STT
$830M
159 positions
#18Graetz Wealth LLCActive
Substantial overlap · 5 shared positions
$STT$IBIT$GLDM$IAU$TT
$127M
84 positions
#19ParaFi Capital LPActive
Notable overlap · 4 shared positions
$IBIT$BTC$FBTC$BITB
$361M
24 positions
#20Foundation Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$IBIT$BTC$GBTC
$186M
62 positions
#21WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$GBTC$FBTC$IBIT
$536M
107 positions
#22Avos Capital Management, LLCActive
Notable overlap · 3 shared positions
$GLDM$SGOL$IAUM
$241M
22 positions
#23Apeiron RIA LLCActive
Notable overlap · 4 shared positions
$IAU$IBIT$GLDM$DJP
$440M
136 positions
#24Aspect Partners, LLCActive
Notable overlap · 4 shared positions
$STT$IAU$SGOL$IAUM
$264M
681 positions
#25Avid Wealth Partners LLCActive
Notable overlap · 3 shared positions
$GLDM$IBIT$IAU
$207M
77 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.