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Hedge Funds Similar to GOLDEN ROAD ADVISORS

13F Portfolio OverlapQ1 2026GOLDEN ROAD ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

GOLDEN ROAD ADVISORS LLC is an institutional investor managing $174M across 53 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 GOLDEN ROAD ADVISORS are Kaydan Wealth ,, Aft, Forsyth & Sober,, GTS SECURITIES, with shared positions in $RJF, $MDLZ, $IAU, $GE, $PLTR, $AMD. The full ranking of 25 similar funds is below.

#1Kaydan Wealth Management, Inc.Active
Slight overlap · 4 shared positions
$RJF$MDLZ$IAU$GE
$299M
109 positions
#2Aft, Forsyth & Sober, LLCActive
Slight overlap · 4 shared positions
$RJF$MDLZ$PLTR$AMD
$328M
62 positions
#3GTS SECURITIES LLCPassive
Slight overlap · 5 shared positions
$MDLZ$SNOW$MAR$PLTR$AMD
$2.8B
1,482 positions
#4Dentgroup LLC
Slight overlap · 4 shared positions
$MDLZ$SNOW$MAR$IAU
$146M
93 positions
#5FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 4 shared positions
$MDLZ$SNOW$MAR$IAU
$1.5B
341 positions
#6New England Professional Planning Group Inc.Smart money
Slight overlap · 4 shared positions
$RJF$IAU$GE$SNOW
$239M
49 positions
#7Morningstar Investment Management LLCPassive
Slight overlap · 3 shared positions
$RJF$MDLZ$SNOW
$1.6B
315 positions
#8Hoxton Planning & Management, LLCPassive
Slight overlap · 4 shared positions
$MDLZ$SNOW$MAR$IAU
$333M
216 positions
#9Nova Wealth Management, Inc.Passive
Slight overlap · 5 shared positions
$MDLZ$MAR$PLTR$IAU$AMD
$154M
545 positions
#10Peterson Wealth ServicesPassive
Slight overlap · 3 shared positions
$RJF$PLTR$PM
$405M
215 positions
#11LUTS & GREENLEIGH GROUP, INCActive
Slight overlap · 4 shared positions
$MDLZ$SNOW$MAR$PM
$126M
89 positions
#12Fifth Third Wealth Advisors LLCActive
Slight overlap · 5 shared positions
$MDLZ$MAR$PLTR$PM$GE
$3.0B
812 positions
#13Christensen, King & Associates Investment Services, Inc.Active
Slight overlap · 5 shared positions
$SNOW$MAR$PLTR$IAU$AMD
$233M
105 positions
#14MAIMON WEALTH MANAGEMENT LTD.Passive
Slight overlap · 5 shared positions
$MDLZ$MAR$IAU$PM$AMD
$114M
77 positions
#15CARL STUART INVESTMENT ADVISOR, INCActive
Slight overlap · 3 shared positions
$RJF$IAU$AMD
$229M
27 positions
#16Davis Investment Partners, LLCActive
Slight overlap · 3 shared positions
$RJF$MAR$GE
$283M
167 positions
#17Andrew Hill Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$RJF$GE$AMD
$112M
54 positions
#18Security Financial Services, INC.Passive
Slight overlap · 4 shared positions
$MDLZ$MAR$SNOW$IAU
$632M
203 positions
#19MUIRFIELD WEALTH ADVISORS LLCPassive
Slight overlap · 3 shared positions
$RJF$IAU$PM
$136M
80 positions
#20Davis Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$MDLZ$SNOW$IAU$GE
$120M
72 positions
#21WJ Wealth Management, LLCActive
Slight overlap · 4 shared positions
$MDLZ$SNOW$IAU$GE
$214M
70 positions
#22LifePlan Financial, LLCPassive
Slight overlap · 4 shared positions
$MDLZ$SNOW$IAU$AMD
$135M
83 positions
#23MANE GLOBAL CAPITAL MANAGEMENT LPActive
Slight overlap · 3 shared positions
$MDLZ$SNOW$MAR
$971M
57 positions
#24TRITONPOINT WEALTH, LLCPassive
Slight overlap · 3 shared positions
$MDLZ$SNOW$MAR
$934M
268 positions
#25PATTON ALBERTSON MILLER GROUP, LLCPassive
Slight overlap · 3 shared positions
$MDLZ$SNOW$MAR
$842M
212 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.