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 Empirical Asset ,

13F Portfolio OverlapQ1 2026Empirical Asset , portfolio →

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Most similar hedge funds by 13F overlap

Empirical Asset Management, LLC is an institutional investor managing $379M across 396 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 Empirical Asset , are Encompass More Asset, Premier Private Wealth, Global View, with shared positions in $SGOL, $WT, $SLV, $AGQ, $MCD, $KLAC. The full ranking of 25 similar funds is below.

#1Encompass More Asset ManagementPassive

Some overlap · 4 shared positions

$SGOL $WT $SLV $AGQ

$597M

251 positions

#2Premier Private Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $SLV $SGOL $AGQ

$95M

53 positions

#3Global View Capital Management LLCActive

Some overlap · 4 shared positions

$SGOL $WT $SLV $AGQ

$377M

140 positions

#4Cypress Capital, LLCActive

Some overlap · 4 shared positions

$SGOL $WT $MCD $AGQ

$351M

95 positions

#5Wealth Watch Advisors, INCPassive

Some overlap · 4 shared positions

$SGOL $SLV $AGQ $MCD

$239M

126 positions

#6Allen Capital Group, LLCPassive

Some overlap · 3 shared positions

$SGOL $WT $KLAC

$1.1B

284 positions

#7Inspire Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $SGOL $NJR

$1.2B

663 positions

#8Bravias Capital Group, LLCActive

Some overlap · 3 shared positions

$WT $SLV $AGQ

$153M

96 positions

#9Anson Capital, Inc.Passive

Some overlap · 3 shared positions

$SGOL $WT $AGQ

$146M

90 positions

#10Worth Asset Management, LLCPassive

Some overlap · 4 shared positions

$SGOL $WT $SLV $KLAC

$268M

182 positions

#11Stonebridge Financial Group, LLCPassive

Some overlap · 3 shared positions

$WT $SGOL $MCD

$1.2B

262 positions

#12Exit Wealth Advisors, LLC.Active

Some overlap · 3 shared positions

$WT $SLV $ANET

$195M

131 positions

#13MRWM Advisors, LLCActive

Some overlap · 4 shared positions

$SGOL $MCD $AGQ $WT

$184M

74 positions

#14MOULTON WEALTH MANAGEMENT, INCActive

Some overlap · 3 shared positions

$WT $SLV $AGQ

$147M

52 positions

#15CPWA, LLCPassive

Some overlap · 3 shared positions

$WT $SLV $MCD

$84M

90 positions

#16DENVER WEALTH MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$WT $SLV $AGQ

$291M

100 positions

#17TopTier Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $SLV $KLAC $INTU

$163M

795 positions

#18AIFG Consultants Ltd.

Some overlap · 3 shared positions

$WT $SLV $ANET

$58M

54 positions

#19Arta Finance Wealth Management LLCPassive

Some overlap · 3 shared positions

$WT $SGOL $AGQ

$202M

95 positions

#20Evelyn Partners Asset Management LtdPassive

Some overlap · 4 shared positions

$SGOL $MCD $ANET $INTU

$406M

308 positions

#21Centennial Wealth Advisory LLCPassive

Some overlap · 3 shared positions

$WT $SLV $MCD

$413M

160 positions

#22Kiker Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SLV $WT $DRI

$209M

132 positions

#23Vantage Point Financial LLCPassive

Some overlap · 3 shared positions

$WT $MCD $SLV

$285M

176 positions

#24GFS Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $DRI $SLV

$785M

159 positions

#25CGN Advisors LLCPassive

Some overlap · 4 shared positions

$WT $KLAC $GILD $MCD

$1.3B

317 positions

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View Empirical Asset ,’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.