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 Principia Wealth Advisory,

13F Portfolio OverlapQ4 2025Principia Wealth Advisory, portfolio →

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Most similar hedge funds by 13F overlap

Principia Wealth Advisory, LLC is an institutional investor managing $160M across 1,015 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 Principia Wealth Advisory, are New Harbor Financial Group,, Upper Left Wealth ,, Sagace Wealth, with shared positions in $USB, $IAU, $SLV, $HSBC, $PHYS, $PSLV. The full ranking of 25 similar funds is below.

#1New Harbor Financial Group, LLCActive

Notable overlap · 6 shared positions

$USB $IAU $SLV $HSBC $PHYS $PSLV

$567M

61 positions

#2Upper Left Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MKL $IAU $GLDM $IBIT $SGOL $SCHW

$169M

68 positions

#3Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$USB $IAU $IBIT $UNIT $KKR

$149M

70 positions

#4PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Notable overlap · 7 shared positions

$USB $MKL $UPST $IAU $KKR $UNIT

$1.6B

236 positions

#5SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 6 shared positions

$BDX $GLDM $IAU $PHYS $SCHW $MKL

$676M

137 positions

#6Grand Central Investment GroupActive

Notable overlap · 6 shared positions

$USB $IAU $SLV $IBIT $PHYS $PSLV

$135M

44 positions

#7Newton One Investments LLCActive

Notable overlap · 4 shared positions

$USB $MKL $UNIT $KKR

$368M

121 positions

#8Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$USB $MKL $UNIT

$160M

82 positions

#9MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$USB $IAU $SLV $SIVR

$1.3B

143 positions

#10Fielder Capital Group LLCPassive

Notable overlap · 5 shared positions

$USB $IAU $SLV $SIVR $PSLV

$459M

290 positions

#11WESCAP Management Group, Inc.Active

Notable overlap · 6 shared positions

$USB $IAU $SLV $UNIT $IBIT $SCHW

$508M

107 positions

#12Addis & Hill, IncSmart money

Notable overlap · 4 shared positions

$USB $MKL $UPST $KMI

$164M

27 positions

#13Farrell Financial LLCPassive

Notable overlap · 4 shared positions

$USB $IAU $MKL $SCHW

$167M

76 positions

#14Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$USB $MKL $KKR $SCHW

$382M

55 positions

#15Graetz Wealth LLCPassive

Notable overlap · 6 shared positions

$USB $GLDM $IBIT $UNIT $IAU $SCHW

$112M

80 positions

#16MilWealth Group LLCSmart money

Notable overlap · 4 shared positions

$USB $MKL $KKR $UNIT

$420M

81 positions

#17Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 7 shared positions

$MKL $IAU $UNIT $KKR $USB $UPST

$365M

111 positions

#18HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$USB $MKL $SCHW

$280M

107 positions

#19Hillcrest Wealth Advisors - NY, LLCActive

Notable overlap · 5 shared positions

$USB $MKL $IAU $SCHW $SLV

$247M

51 positions

#20Hegarty Advisors, LLCActive

Notable overlap · 7 shared positions

$MKL $GLDM $UNIT $UPST $SIVR $USB

$127M

57 positions

#21Five Pine Wealth ManagementActive

Notable overlap · 5 shared positions

$MKL $IAU $UPST $SLV $SCHW

$161M

47 positions

#22White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$IAU $USB $UNIT $UPST $KKR $MKL

$721M

145 positions

#23Berkeley Capital Partners, LLCActive

Notable overlap · 3 shared positions

$USB $MKL $KKR

$431M

184 positions

#24American Investment Services, Inc.Active

Notable overlap · 6 shared positions

$IAU $GLDM $USB $UNIT $UPST $SCHW

$448M

132 positions

#25TME FINANCIAL, INC.Passive

Notable overlap · 5 shared positions

$IAU $USB $IBIT $UNIT $KKR

$144M

65 positions

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View Principia Wealth Advisory,’s holdings

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.