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 Empower Advisory Group

13F Portfolio OverlapQ2 2026Empower Advisory Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Empower Advisory Group, LLC is an institutional investor managing $41.9B across 532 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Empower Advisory Group are NOTTINGHAM ADVISORS, Accretive Wealth Partners, Aureum Wealth, with shared positions in $GLDM, $IAU, $MUFG, $LIN, $MNST, $SBUX. The full ranking of 25 similar funds is below.

#1NOTTINGHAM ADVISORS, INC.Active

Some overlap · 4 shared positions

$GLDM $IAU $MUFG $LIN

$838M

122 positions

#2Accretive Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$GLDM $IAU $MNST $SBUX

$412M

181 positions

#3Aureum Wealth Management, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $MUFG

$161M

62 positions

#4Horst & Graben Wealth Management LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $MUFG

$760M

205 positions

#5Bigelow Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$IAU $NEE $DIS $ECL $DUK $SBUX

$276M

157 positions

#6Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$IAU $GLDM $MUFG $DIS

$134M

119 positions

#7Plum Street Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $MUFG

$313M

107 positions

#8Timber Creek Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $LIN

$490M

80 positions

#9Quent Capital, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $MUFG

$1.6B

1,653 positions

#10Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $LIN

$1.8B

529 positions

#11Ridge Creek Global, IncPassive

Some overlap · 5 shared positions

$IAU $NEE $LIN $DIS $NEM

$129M

94 positions

#12SAGE PRIVATE WEALTH GROUP, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $MNST

$222M

100 positions

#13Copia Wealth Management

Some overlap · 4 shared positions

$GLDM $IAU $SO $DUK

$166M

570 positions

#14Smith Thornton Advisors LLCPassive

Some overlap · 5 shared positions

$IAU $DUK $SO $DIS $NEE

$227M

140 positions

#15American Investment Services, Inc.Active

Some overlap · 3 shared positions

$GLDM $IAU $NEE

$473M

133 positions

#16LIFELONG WEALTH ADVISORS, INC.Smart money

Some overlap · 3 shared positions

$IAU $GLDM $MUFG

$426M

99 positions

#17Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$GLDM $IAU $SO

$251M

74 positions

#18Mission Creek Capital Partners, Inc.Passive

Some overlap · 4 shared positions

$GLDM $LIN $NEE $ECL

$569M

231 positions

#19Fortis Advisors, LLCPassive

Some overlap · 4 shared positions

$GLDM $NEE $SO $DIS

$214M

122 positions

#20A4 Wealth Advisors LLCActive

Some overlap · 4 shared positions

$IAU $GLDM $DUK $SBUX

$151M

92 positions

#21Novak & Powell Financial Services, Inc.Passive

Some overlap · 6 shared positions

$IAU $ECL $SCCO $DUK $SO $NEE

$212M

171 positions

#22JNBA Financial AdvisorsActive

Some overlap · 4 shared positions

$IAU $GLDM $MUFG $DIS

$1.3B

830 positions

#23PENOBSCOT WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$GLDM $MUFG $IAU

$374M

117 positions

#24Hobbs Group Advisors, LLCActive

Some overlap · 4 shared positions

$GLDM $IAU $NUE $SBUX

$380M

164 positions

#25Greenline Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $SCCO

$983M

149 positions

Compare Empower Advisory Group’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 Empower Advisory Group’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.