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 ETF Store

13F Portfolio OverlapQ3 2026ETF Store portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ETF Store, Inc. is an institutional investor managing $122M across 109 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 ETF Store are BCWM, Mid-American Wealth Advisory Group, American Investment Services, with shared positions in $IAU, $MO, $VZ, $BMY, $PFE, $ORLY. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive

Notable overlap · 5 shared positions

$IAU $MO $VZ $BMY $PFE

$342M

57 positions

#2Mid-American Wealth Advisory Group, Inc.Active

Notable overlap · 6 shared positions

$ORLY $MO $VZ $BMY $IAU $PLTR

$287M

74 positions

#3American Investment Services, Inc.Active

Notable overlap · 6 shared positions

$IAU $VZ $AMGN $NEE $O $CL

$473M

133 positions

#4Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MO $CL $VZ $BMY $AMGN $SNDK

$263M

373 positions

#5Leslie Global Wealth, LLCActive

Notable overlap · 5 shared positions

$IAU $O $NEE $MO $VZ

$272M

90 positions

#6Skyline Advisors, Inc.Active

Notable overlap · 5 shared positions

$IAU $MO $SBUX $NEE $SGOL

$319M

123 positions

#7Arnhold LLCActive

Notable overlap · 4 shared positions

$IAU $VZ $BMY $PFE

$1.4B

113 positions

#8EHRLICH FINANCIAL GROUPActive

Notable overlap · 3 shared positions

$IAU $BAR $VZ

$193M

120 positions

#9FSA Investment Group, LLCActive

Notable overlap · 4 shared positions

$BAR $O $PLTR $NEE

$314M

42 positions

#10WealthCare Investment Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $MO $VZ

$412M

206 positions

#11Exit Wealth Advisors, LLC.Passive

Notable overlap · 3 shared positions

$IAU $MO $BMY

$220M

150 positions

#12MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $AMGN $VZ $MO

$297M

166 positions

#13Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $NEE $AMGN $PFE

$227M

73 positions

#14Vision Capital Management, Inc.Active

Some overlap · 4 shared positions

$IAU $AMGN $NEE $SBUX

$882M

151 positions

#15White Lighthouse Investment Management Inc.Active

Some overlap · 4 shared positions

$IAU $SGOL $AMGN $MO

$829M

148 positions

#16Cauble & Harre Wealth Management, Inc.Active

Some overlap · 3 shared positions

$IAU $SGOL $ORLY

$125M

72 positions

#17EDMP, INC.Passive

Some overlap · 5 shared positions

$MO $O $VZ $BMY $AMGN

$130M

74 positions

#18Forza Wealth Management, LLCPassive

Some overlap · 4 shared positions

$IAU $AMGN $VZ $BMY

$346M

194 positions

#19TPG Advisors LLCActive

Some overlap · 5 shared positions

$IAU $VZ $MO $O $PFE

$187M

118 positions

#20Cobblestone Asset Management LLCActive

Some overlap · 3 shared positions

$IAU $MO $BMY

$248M

77 positions

#21Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$MO $O $VZ $NEE $PFE

$221M

41 positions

#22Wills Financial Group LLCPassive

Some overlap · 4 shared positions

$IAU $NEE $VZ $PFE

$275M

82 positions

#23LifePlan Financial, LLCPassive

Some overlap · 3 shared positions

$IAU $VZ $CL

$141M

91 positions

#24Roehl & Yi Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $AMGN $SNDK $SBUX

$304M

194 positions

#25FORBES J M & CO LLPActive

Some overlap · 4 shared positions

$IAU $NEE $VZ $ORLY

$1.3B

157 positions

Compare ETF Store’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 ETF Store’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.