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 STAPP WEALTH , PLLC

13F Portfolio OverlapQ1 2026STAPP WEALTH , PLLC portfolio →

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Most similar hedge funds by 13F overlap

STAPP WEALTH MANAGEMENT, PLLC is an institutional investor managing $78M across 30 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 STAPP WEALTH , PLLC are Team Financial Group,, Global View, Encompass More Asset, with shared positions in $WT, $GLDM, $REGN, $SGOL, $AEM, $AGI. The full ranking of 25 similar funds is below.

#1Team Financial Group, LLCActive

Substantial overlap · 3 shared positions

$WT $GLDM $REGN

$220M

273 positions

#2Global View Capital Management LLCActive

Substantial overlap · 4 shared positions

$WT $SGOL $GLDM $AEM

$377M

140 positions

#3Encompass More Asset ManagementPassive

Substantial overlap · 3 shared positions

$WT $GLDM $SGOL

$597M

251 positions

#4Bravias Capital Group, LLCActive

Substantial overlap · 3 shared positions

$WT $GLDM $REGN

$153M

96 positions

#5Tidemark, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $REGN

$393M

901 positions

#6Avos Capital Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $SGOL $WT

$253M

29 positions

#7OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $WT $REGN

$110M

68 positions

#8McAlvany Wealth Management LLCPassive

Notable overlap · 6 shared positions

$GLDM $AEM $AGI $NEM $B $IAUX

$149M

42 positions

#9Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$WT $GLDM $REGN

$108M

77 positions

#10Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $REGN $GLDM

$444M

232 positions

#11Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $REGN

$515M

135 positions

#12Austin Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$GLDM $AGI $WT

$440M

118 positions

#13CMC Financial GroupActive

Notable overlap · 3 shared positions

$REGN $WT $GLDM

$51M

38 positions

#14Accordant Advisory Group IncPassive

Notable overlap · 3 shared positions

$REGN $AEM $AGI

$161M

238 positions

#15Anson Capital, Inc.Passive

Notable overlap · 3 shared positions

$REGN $SGOL $WT

$146M

90 positions

#16BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$WT $SGOL $GLDM

$507M

78 positions

#17WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$WT $SGOL $GLDM

$336M

138 positions

#18Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$REGN $SGOL $NEM

$126M

74 positions

#19Cardinal Point Capital Management, ULCActive

Notable overlap · 3 shared positions

$WT $NEM $AEM

$1.6B

286 positions

#20Bronte Capital Management Pty Ltd.Active

Notable overlap · 3 shared positions

$REGN $NEM $B

$1.0B

54 positions

#21GREAT VALLEY ADVISOR GROUP, INC.Passive

Notable overlap · 3 shared positions

$WT $GLDM $REGN

$5.5B

999 positions

#22KRAEMATON INVESTMENT ADVISORS, INCPassive

Notable overlap · 3 shared positions

$GLDM $REGN $WT

$123M

99 positions

#23MEDICI CAPITAL LLCActive

Some overlap · 3 shared positions

$GLDM $AEM $AGI

$81M

11 positions

#24Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active

Some overlap · 4 shared positions

$AEM $AGI $NEM $B

$56M

38 positions

#25Oppenheimer & Close, LLCPassive

Some overlap · 4 shared positions

$AEM $AGI $NEM $B

$159M

56 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.