13F Pro

Hedge Funds Similar to MYECFO

13F Portfolio OverlapQ2 2026MYECFO portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MYECFO, LLC is an institutional investor managing $265M across 73 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 MYECFO are Hegarty Advisors, Systelligence, 3EDGE Asset, with shared positions in $DOV, $GLDM, $SIVR, $IAU, $SNOW, $AFRM. The full ranking of 25 similar funds is below.

#1Hegarty Advisors, LLCActive
Substantial overlap · 3 shared positions
$DOV$GLDM$SIVR
$145M
66 positions
#2Systelligence, LLCActive
Substantial overlap · 3 shared positions
$DOV$SIVR$IAU
$599M
62 positions
#33EDGE Asset Management, LPActive
Substantial overlap · 3 shared positions
$DOV$GLDM$IAU
$2.2B
94 positions
#4Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$GLDM
$3.4B
392 positions
#5NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$GLDM$IAU
$270M
74 positions
#6Leading Edge Financial Planning LLCActive
Notable overlap · 3 shared positions
$DOV$GLDM$SIVR
$562M
78 positions
#7New England Private Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$DOV$GLDM$IAU
$1.0B
205 positions
#8Copia Wealth Management
Notable overlap · 4 shared positions
$DOV$GLDM$IAU$SNOW
$166M
570 positions
#9Lynx Investment AdvisoryPassive
Notable overlap · 3 shared positions
$GLDM$IAU$DOV
$305M
230 positions
#10Apeiron RIA LLCActive
Notable overlap · 3 shared positions
$SIVR$IAU$GLDM
$390M
162 positions
#11Greenline Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$IAU$DOV
$983M
149 positions
#12MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$162M
106 positions
#13PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$374M
117 positions
#14Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$144M
82 positions
#15Integrity Wealth Solutions LLCActive
Some overlap · 3 shared positions
$GLDM$DOV$IAU
$271M
129 positions
#16Quent Capital, LLCPassive
Some overlap · 3 shared positions
$IAU$GLDM$SNOW
$1.6B
1,653 positions
#17FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$GLDM$IAU
$149M
155 positions
#18MAI Capital ManagementPassive
Some overlap · 3 shared positions
$GLDM$DOV$IAU
$26.6B
2,108 positions
#19Spectrum Planning & Advisory Services Inc.Active
Some overlap · 3 shared positions
$IAU$GLDM$SIVR
$223M
120 positions
#20PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$GLDM$DOV$IAU$SNOW
$312M
131 positions
#21DIVERSIFY WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DOV$GLDM$AFRM$SNOW
$6.0B
1,286 positions
#22Diversify Advisory Services, LLCPassive
Some overlap · 4 shared positions
$DOV$GLDM$AFRM$SNOW
$6.0B
1,286 positions
#23Genesis Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$167M
72 positions
#24Fermata Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$495M
275 positions
#25Evolutionary Tree Capital Management, LLCPassive
Some overlap · 3 shared positions
$ARWR$AFRM$SNOW
$53M
29 positions

Compare MYECFO’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 MYECFO’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.