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 SEEDS INVESTOR

13F Portfolio OverlapQ1 2026SEEDS INVESTOR portfolio →

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Most similar hedge funds by 13F overlap

SEEDS INVESTOR LLC is an institutional investor managing $735M across 350 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 SEEDS INVESTOR are Upper Left Wealth ,, Sagace Wealth, NavPoint Financial,, with shared positions in $MKL, $IAU, $IBIT, $GMM, $SGOL, $SE. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MKL $IAU $IBIT $GMM $SGOL $SE

$169M

68 positions

#2Sagace Wealth Management LLCPassive

Some overlap · 6 shared positions

$IAU $SNOW $IBIT $SNPS $UNIT $COP

$149M

70 positions

#3NavPoint Financial, Inc.Active

Some overlap · 5 shared positions

$IAU $SNOW $IBIT $GMM $COP

$247M

71 positions

#4Frankly Finances, LLCActive

Some overlap · 4 shared positions

$MKL $IAU $SNOW $AMN

$110M

64 positions

#5Five Pine Wealth ManagementActive

Some overlap · 4 shared positions

$MKL $IAU $SNOW $COP

$161M

47 positions

#6Principia Wealth Advisory, LLC

Some overlap · 6 shared positions

$MKL $IAU $IBIT $SIVR $UNIT $SGOL

$160M

1,015 positions

#7Archer Investment Management, LLCPassive

Some overlap · 5 shared positions

$MKL $IBIT $IAU $SE $GMM

$238M

108 positions

#8Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$MKL $IAU $SNOW

$106M

79 positions

#9Pillar Financial Advisors, LLCActive

Some overlap · 5 shared positions

$IAU $SNOW $MKL $UNIT $COP

$171M

106 positions

#10Firestone Capital ManagementPassive

Some overlap · 6 shared positions

$MKL $MDY $IAU $UNIT $COP $DHR

$480M

160 positions

#11Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 7 shared positions

$IAU $SNOW $MKL $AMN $UNIT $LRCX

$931M

518 positions

#12LAM GROUP, INC.Passive

Some overlap · 6 shared positions

$MKL $MDY $SE $SNPS $UNIT $AMN

$182M

136 positions

#13Cranbrook Wealth Management, LLCActive

Some overlap · 4 shared positions

$IAU $SNOW $IBIT $UNIT

$492M

385 positions

#14Discipline Wealth Solutions, LLCActive

Some overlap · 5 shared positions

$SNOW $MKL $IAU $UNIT $COP

$950M

192 positions

#15Sterling Financial Planning, Inc.Active

Some overlap · 5 shared positions

$IAU $SNOW $SE $UNIT $COP

$337M

117 positions

#16Altiora Financial Group, LLCActive

Some overlap · 6 shared positions

$IAU $SNOW $SE $IBIT $COP $UNIT

$607M

110 positions

#17Zhang Financial LLCActive

Some overlap · 7 shared positions

$SNOW $IAU $IBIT $UNIT $COP $AMN

$2.9B

367 positions

#18TrustWell Financial Advisors, LLCActive

Some overlap · 6 shared positions

$SNOW $MKL $SE $SGOL $CEF $COP

$106M

70 positions

#19FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 7 shared positions

$IAU $SNOW $UNIT $MDY $COP $DHR

$1.5B

341 positions

#20Clear Retirement Advice LLCActive

Some overlap · 6 shared positions

$IAU $SNOW $SGOL $UNIT $COP $GMM

$127M

54 positions

#21Disciplined Investments, LLCPassive

Some overlap · 7 shared positions

$IAU $SE $SNPS $MDY $SNOW $UNIT

$279M

141 positions

#22VCI Wealth Management LLCPassive

Some overlap · 3 shared positions

$IAU $SNOW $IBIT

$361M

123 positions

#23Pacific Park Financial, Inc.Active

Some overlap · 7 shared positions

$IAU $SNOW $SGOL $COP $DHR $UNIT

$153M

73 positions

#24LaSalle St. Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$MKL $IAU $SIVR $SGOL

$710M

411 positions

#25Wealth Watch Advisors, INCPassive

Some overlap · 5 shared positions

$IAU $MDY $SIVR $SGOL $IBIT

$239M

126 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.