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Hedge Funds Similar to NDVR,

13F Portfolio OverlapQ4 2025NDVR, portfolio →
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Most similar hedge funds by 13F overlap

NDVR, Inc. is an institutional investor managing $121M across 121 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NDVR, are Upper Left Wealth ,, Henderson Brothers Financial Partners,, Brindle & Bay Financial Advisors,, with shared positions in $HUBS, $GLDM, $IAU, $SCHW, $TJX, $T. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$HUBS$GLDM$IAU$SCHW
$169M
68 positions
#2Henderson Brothers Financial Partners, LLCActive
Some overlap · 5 shared positions
$GLDM$TJX$IAU$T$MCK
$395M
105 positions
#3Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$GLDM$FOX$GILD$SCHW
$163M
67 positions
#4Austin Wealth Management, LLCPassive
Some overlap · 5 shared positions
$GLDM$IAU$SCHW$AXP$GILD
$440M
118 positions
#5LWM Advisory Services, LLCPassive
Some overlap · 3 shared positions
$GLDM$EPAM$T
$94M
76 positions
#6Greenline Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$EPAM$IAU
$930M
144 positions
#7SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$GLDM$TJX$IAU$AXP
$199M
97 positions
#8Werba Rubin Papier Wealth ManagementPassive
Some overlap · 4 shared positions
$GLDM$GILD$SCHW$IAU
$718M
278 positions
#9Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$EPAM$IAU
$150M
134 positions
#10Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$GLDM$TJX$PGR$IAU
$356M
180 positions
#11Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$GLDM$TJX$MCK
$2.1B
152 positions
#12Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$TJX$IAU
$1.6B
435 positions
#13McAlvany Wealth Management LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$NEM
$149M
42 positions
#14Aureum Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$SCHW
$144M
60 positions
#15Integrity Wealth Solutions LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$SCHW
$255M
130 positions
#16EVOKE WEALTH, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$SCHW
$5.6B
711 positions
#17American Investment Services, Inc.Active
Some overlap · 3 shared positions
$GLDM$IAU$SCHW
$448M
132 positions
#18Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$SCHW
$412M
78 positions
#19Quantum Financial Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$T$AXP
$891M
231 positions
#20PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$GLDM$T$AXP
$226M
70 positions
#21OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$AXP$TJX
$110M
68 positions
#22NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$GLDM$IAU$AXP
$247M
71 positions
#23SENTINEL PENSION ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$SCHW$IAU
$676M
137 positions
#24RCW Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$SCHW
$98M
68 positions
#25Shira Ridge Wealth ManagementActive
Some overlap · 5 shared positions
$GLDM$SCHW$NEM$T$MCK
$253M
79 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.