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 CONTINUUM WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026CONTINUUM WEALTH ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

CONTINUUM WEALTH ADVISORS, LLC is an institutional investor managing $241M across 70 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 CONTINUUM WEALTH ADVISORS, are AIFG Consultants Ltd., NavPoint Financial,, American Investment Services,, with shared positions in $GLDM, $WT, $GE, $GEV, $MU, $IAU. The full ranking of 25 similar funds is below.

#1AIFG Consultants Ltd.

Substantial overlap · 5 shared positions

$GLDM $WT $GE $GEV $MU

$58M

54 positions

#2NavPoint Financial, Inc.Active

Notable overlap · 6 shared positions

$GLDM $IAU $IBM $DRI $MCD $UNH

$247M

71 positions

#3American Investment Services, Inc.Active

Notable overlap · 5 shared positions

$GLDM $IAU $IBM $NEE $UNH

$448M

132 positions

#4EVOKE WEALTH, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $LRCX $HUM

$5.6B

711 positions

#5Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $MS $MCD

$166M

115 positions

#6RM Financial Services, LLCActive

Notable overlap · 3 shared positions

$GLDM $IBM $HUM

$116M

75 positions

#7Piedmont Capital Management, LLCActive

Notable overlap · 4 shared positions

$GLDM $IBM $HUM $UNH

$197M

50 positions

#8Austin Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$GLDM $IAU $WT $NEE

$440M

118 positions

#9Avid Wealth Partners LLCActive

Notable overlap · 4 shared positions

$GLDM $WT $GEV $MU

$212M

71 positions

#10Tradewinds Capital Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $MU $MCD

$504M

719 positions

#11Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$GLDM $LRCX $IBM $UNP $DRI $MCD

$240M

278 positions

#12Strategic Financial Services, Inc.Smart money

Notable overlap · 5 shared positions

$GLDM $GE $GEV $LRCX $NEE

$2.1B

152 positions

#13Capital Planning Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $WT $GEV $IBM

$692M

146 positions

#14SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 5 shared positions

$GLDM $WT $IAU $NEE $MCD

$676M

137 positions

#15OakTrust Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$GLDM $WT $IBM $HUM $MCD

$110M

68 positions

#16New Perspectives, IncSmart money

Notable overlap · 4 shared positions

$GLDM $WT $HUM $UNP

$289M

44 positions

#17Evernest Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$GLDM $WT $MS $HUM $MCD

$481M

180 positions

#18LWM Advisory Services, LLCPassive

Notable overlap · 4 shared positions

$GLDM $WT $IBM $NEE

$94M

76 positions

#19Magnolia Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$GLDM $WT $GE $GEV $IAU

$150M

134 positions

#20Henderson Brothers Financial Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $WT $IAU $MU

$395M

105 positions

#21Beckerman Institutional, LLCPassive

Notable overlap · 5 shared positions

$GLDM $WT $IAU $MS $HUM

$188M

121 positions

#22Mills Wealth Advisors LLCActive

Some overlap · 3 shared positions

$GLDM $MCD $NEE

$286M

80 positions

#23Warren Street Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $WT $UNH

$393M

129 positions

#24Encompass More Asset ManagementPassive

Some overlap · 3 shared positions

$GLDM $WT $MU

$597M

251 positions

#25Team Financial Group, LLCActive

Some overlap · 6 shared positions

$GLDM $WT $UNH $HUM $IBM $GE

$220M

273 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.