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 NavPoint Financial,

13F Portfolio OverlapQ1 2026NavPoint Financial, portfolio →

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Most similar hedge funds by 13F overlap

NavPoint Financial, Inc. is an institutional investor managing $247M across 71 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 NavPoint Financial, are Argos Wealth Advisors,, Moisand Fitzgerald Tamayo,, Seneschal Advisors,, with shared positions in $GLDM, $IAU, $PLTR, $IBIT, $SNOW, $AXP. The full ranking of 25 similar funds is below.

#1Argos Wealth Advisors, LLCActive

Substantial overlap · 4 shared positions

$GLDM $IAU $PLTR $IBIT

$348M

202 positions

#2Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 4 shared positions

$SNOW $IAU $AXP $KO

$931M

518 positions

#3Seneschal Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $IAU $PLTR

$135M

594 positions

#4American Investment Services, Inc.Active

Substantial overlap · 6 shared positions

$GLDM $IAU $SNOW $GMM $UNH $IBM

$448M

132 positions

#5Frankly Finances, LLCActive

Substantial overlap · 3 shared positions

$SNOW $IAU $DOV

$110M

64 positions

#6Sage Financial Management Group, Inc.Active

Substantial overlap · 5 shared positions

$SNOW $COP $SHW $IBM $KO

$325M

57 positions

#7HOGE FINANCIAL SERVICES, LLCActive

Substantial overlap · 6 shared positions

$SNOW $DOV $MCD $PLTR $COP $KO

$187M

72 positions

#8Longview Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$SNOW $COP $PLTR

$184M

157 positions

#9Gordian Advisors LLCSmart money

Notable overlap · 3 shared positions

$SNOW $COP $IBM

$150M

55 positions

#10STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $COP $GBTC

$124M

51 positions

#11SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $TGT $AXP

$199M

97 positions

#12BCM ADVISORS, LLCActive

Notable overlap · 5 shared positions

$SNOW $COP $GLDM $KO $GIS

$507M

78 positions

#13CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 6 shared positions

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

$241M

70 positions

#14Legend Capital Advisors LLCActive

Notable overlap · 5 shared positions

$SNOW $PLTR $UNH $AXP $MCD

$160M

159 positions

#15Cranbrook Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $IBIT $IBM

$492M

385 positions

#16Echo Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $MMM $UNH $GIS

$174M

47 positions

#17Heritage Financial Services, LLC

Notable overlap · 5 shared positions

$SNOW $MCD $KO $IBM $AXP

$1.2B

126 positions

#18Reliant Wealth PlanningActive

Notable overlap · 3 shared positions

$SNOW $IAUM $IAU

$331M

51 positions

#19MFA WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$SNOW $IAU $KO $AXP $SHW

$508M

88 positions

#20Family Investment Center, Inc.Active

Notable overlap · 4 shared positions

$SNOW $IAUM $GMM $COP

$520M

91 positions

#21VanWeelden Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $MCD $KO

$125M

31 positions

#22Holcombe Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KO $IBIT

$170M

49 positions

#23ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 3 shared positions

$SNOW $KO $IBM

$282M

95 positions

#24EVOKE WEALTH, LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $IAU

$5.6B

711 positions

#25Wagner Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $IBM $SHW

$495M

279 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.