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Hedge Funds Similar to Associates,

13F Portfolio OverlapQ1 2026Associates, portfolio →
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Most similar hedge funds by 13F overlap

Capital Management Associates, Inc is an institutional investor managing $442M across 151 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 Associates, are Worth Asset ,, Mountain Hill Investment Partners, SEAMOUNT FINANCIAL GROUP, with shared positions in $DIA, $SGOL, $CRM, $GIS, $ECL, $EH. The full ranking of 25 similar funds is below.

#1Worth Asset Management, LLCPassive
Notable overlap · 3 shared positions
$DIA$SGOL$CRM
$268M
182 positions
#2Mountain Hill Investment Partners Corp.Passive
Some overlap · 4 shared positions
$DIA$CRM$GIS$ECL
$169M
205 positions
#3SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 4 shared positions
$CRM$EH$DIA$SCHW
$222M
135 positions
#4Wealth Watch Advisors, INCPassive
Some overlap · 4 shared positions
$SGOL$SIVR$MAR$MCD
$239M
126 positions
#5Johnson Bixby & Associates, LLCActive
Some overlap · 4 shared positions
$DIA$CRM$MAR$MCD
$806M
127 positions
#6Kiker Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SIVR$SCHW$DRI
$209M
132 positions
#7Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$SIVR$DIA$ECL$GLDM
$501M
219 positions
#8Tradewinds Capital Management, LLCActive
Some overlap · 4 shared positions
$SIVR$GLDM$XEL$MCD
$504M
719 positions
#9WT Wealth ManagementPassive
Some overlap · 4 shared positions
$SGOL$SIVR$SCHW$GLDM
$336M
138 positions
#10Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$SGOL$CRM$SCHW$GLDM
$412M
78 positions
#11Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DIA$SCHW$MAR$MCD
$151M
97 positions
#12ARKANSAS FINANCIAL GROUP, INC.Active
Some overlap · 6 shared positions
$DIA$MAR$DRI$SCHW$MCD$PSA
$717M
94 positions
#13Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$SGOL$SIVR$GLDM
$597M
251 positions
#14Guardian Asset Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$SCHW$HSY$MCD
$171M
102 positions
#15Lynch Investment Planning, LLCActive
Some overlap · 3 shared positions
$DIA$DE$EMR
$111M
54 positions
#16Almanack Investment Partners, LLC.Active
Some overlap · 4 shared positions
$SGOL$SIVR$SCHW$HSY
$592M
177 positions
#17All Terrain Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$MMM$UNH
$425M
149 positions
#18Osbon Capital Management LLCPassive
Some overlap · 3 shared positions
$DIA$SGOL$MAR
$123M
493 positions
#19Latko Wealth Management, Ltd.Smart money
Some overlap · 3 shared positions
$DIA$MAR$CRM
$205M
36 positions
#20RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$DIA$SCHW$SIVR
$350M
53 positions
#21Pinnacle Holdings, LLCPassive
Some overlap · 3 shared positions
$DIA$UNH$MCD
$309M
233 positions
#22MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$SGOL$SCHW$GIS$MCD
$184M
74 positions
#23MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 3 shared positions
$DIA$CRM$MCD
$2.7B
153 positions
#24Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DIA$SCHW$MAR$ECL$HSY
$186M
163 positions
#25Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$SGOL$DE$SCHW
$1.1B
284 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.