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Hedge Funds Similar to Caitlin John,

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

Caitlin John, LLC is an institutional investor managing $167M across 935 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 Caitlin John, are McAlvany Wealth, Principia Wealth Advisory,, RM Financial Services,, with shared positions in $SLV, $GLDM, $NEM, $COP, $RGLD, $B. The full ranking of 25 similar funds is below.

#1McAlvany Wealth Management LLCPassive
Some overlap · 6 shared positions
$SLV$GLDM$NEM$COP$RGLD$B
$149M
42 positions
#2Principia Wealth Advisory, LLC
Some overlap · 5 shared positions
$SLV$GLDM$MKL$UNIT$USB
$160M
1,015 positions
#3RM Financial Services, LLCActive
Some overlap · 5 shared positions
$SLV$GLDM$COP$ANET$MAR
$116M
75 positions
#4Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$SLV$NEM$GLDM$COP
$180M
73 positions
#5Grand Central Investment GroupActive
Some overlap · 4 shared positions
$SLV$NEM$COP$USB
$135M
44 positions
#6Forest Hill Capital, LLCActive
Some overlap · 4 shared positions
$SLV$NEM$UNIT$USB
$152M
19 positions
#7Hegarty Advisors, LLCActive
Some overlap · 5 shared positions
$GLDM$MKL$COP$UNIT$USB
$127M
57 positions
#8Bravias Capital Group, LLCActive
Some overlap · 3 shared positions
$SLV$GLDM$MAR
$153M
96 positions
#9Cadence Wealth Management LLCSmart money
Some overlap · 4 shared positions
$SLV$MKL$NEM$B
$240M
58 positions
#10Cheviot Value Management, LLCActive
Some overlap · 6 shared positions
$NEM$MKL$COP$B$USB$PFE
$996M
426 positions
#11Seven Post Investment Office LPSmart money
Some overlap · 3 shared positions
$SLV$GLDM$COP
$310M
36 positions
#12Lynx Investment AdvisoryPassive
Some overlap · 6 shared positions
$GLDM$COP$USB$MAR$PFE$EIX
$209M
181 positions
#13ABBINGTON INVESTMENT GROUPActive
Some overlap · 4 shared positions
$SLV$NEM$RGLD$USB
$172M
51 positions
#14RoundAngle Advisors LLCPassive
Some overlap · 4 shared positions
$SLV$COP$UNIT$USB
$134M
60 positions
#15My Portfolio Guide, LLCActive
Some overlap · 6 shared positions
$GLDM$COP$MKL$USB$PFE$ANET
$181M
166 positions
#16Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$SLV$GLDM$USB
$597M
251 positions
#17RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$SLV$MKL$YMM
$132M
85 positions
#18WFA of San Diego, LLCPassive
Some overlap · 4 shared positions
$GLDM$MKL$COP$USB
$125M
404 positions
#19CHELSEA COUNSEL COPassive
Some overlap · 4 shared positions
$SLV$NEM$B$PYPL
$233M
238 positions
#20AIFG Consultants Ltd.
Some overlap · 4 shared positions
$GLDM$SLV$ANET$STX
$58M
54 positions
#21Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$SLV$NEM$PFE
$477M
70 positions
#22Walkner Condon Financial Advisors LLCPassive
Some overlap · 5 shared positions
$GLDM$COP$USB$ANET$UNIT
$759M
322 positions
#23Patten Group, Inc.Passive
Some overlap · 5 shared positions
$NEM$GLDM$COP$MKL$MAR
$575M
296 positions
#24NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Some overlap · 4 shared positions
$SLV$MKL$USB$ANET
$149M
55 positions
#25Rodgers & Associates, LTDActive
Some overlap · 5 shared positions
$SLV$COP$UNIT$MKL$GLDM
$982M
101 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.