13F Pro

Hedge Funds Similar to PURE PORTFOLIOS

13F Portfolio OverlapQ4 2025PURE PORTFOLIOS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PURE PORTFOLIOS HOLDINGS LLC is an institutional investor managing $332M across 104 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 PURE PORTFOLIOS are Luminist, Clear Retirement Advice, Global View, with shared positions in $SGOL, $IBIT, $LMT, $SNOW, $UNIT, $IAU. The full ranking of 25 similar funds is below.

#1Luminist Capital LLCActive
Notable overlap · 3 shared positions
$SGOL$IBIT$LMT
$75M
111 positions
#2Clear Retirement Advice LLCActive
Notable overlap · 4 shared positions
$SNOW$SGOL$UNIT$IAU
$127M
54 positions
#3Global View Capital Management LLCActive
Notable overlap · 3 shared positions
$SGOL$AGQ$AEM
$377M
140 positions
#4BROWN WEALTH MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$SNOW$DDOG$AGQ$IBIT$UNIT
$389M
116 positions
#5MRWM Advisors, LLCActive
Notable overlap · 4 shared positions
$SGOL$AGQ$SCHW$LMT
$184M
74 positions
#6Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$SGOL$SNOW$DDOG$IAU
$478M
42 positions
#7Blue Sky Capital Consultants Group, Inc.Passive
Notable overlap · 4 shared positions
$SNOW$NOW$IBIT$AGQ
$210M
76 positions
#8Discipline Wealth Solutions, LLCActive
Notable overlap · 5 shared positions
$SNOW$AGQ$SCHW$UNIT$IAU
$950M
192 positions
#9ForthRight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$DDOG$AGQ
$353M
75 positions
#10Cranbrook Wealth Management, LLCActive
Notable overlap · 6 shared positions
$SNOW$IBIT$NOW$UNIT$IAU$DDOG
$492M
385 positions
#11Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$SNOW$DDOG$SCHW$UNIT
$335M
104 positions
#12Graetz Wealth LLCPassive
Notable overlap · 6 shared positions
$SNOW$IBIT$SCHW$UNIT$DDOG$IAU
$112M
80 positions
#13Mustard Seed Financial, LLCPassive
Notable overlap · 4 shared positions
$SNOW$DDOG$SCHW$UNIT
$167M
92 positions
#14Financial Futures Ltd Liability Co.Active
Notable overlap · 7 shared positions
$SNOW$SCHW$DDOG$IBIT$IAU$UNIT
$228M
72 positions
#15Sagace Wealth Management LLCPassive
Notable overlap · 5 shared positions
$SNOW$IBIT$UNIT$IAU$LMT
$149M
70 positions
#16CHRISTINE MESSMER PCActive
Notable overlap · 4 shared positions
$SNOW$DDOG$UNIT$LMT
$156M
80 positions
#17NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$SNOW$IBIT$IAU$KO
$247M
71 positions
#18KRM WEALTH MANAGEMENT L.L.C.Smart money
Notable overlap · 3 shared positions
$SNOW$DDOG$SCHW
$192M
43 positions
#19rebel Financial LLCPassive
Notable overlap · 3 shared positions
$SNOW$NOW$UNIT
$231M
65 positions
#20Brewster Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$SNOW$DDOG$NOW
$165M
26 positions
#21Verus Financial Partners, Inc.Smart money
Notable overlap · 5 shared positions
$SNOW$DDOG$UNIT$IAU$MO
$1.1B
121 positions
#22Silver Coast Investments LLCActive
Notable overlap · 5 shared positions
$SNOW$SCHW$UNIT$DDOG$LMT
$313M
119 positions
#23C M BIDWELL & ASSOCIATES LTDPassive
Notable overlap · 3 shared positions
$SNOW$DDOG$UNIT
$214M
483 positions
#24MFA WEALTH ADVISORS, LLCActive
Notable overlap · 6 shared positions
$SNOW$AGQ$IAU$KO$BA$LMT
$508M
88 positions
#25Grey Fox Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$SNOW$SCHW$UNIT$DDOG
$518M
140 positions

Compare PURE PORTFOLIOS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PURE PORTFOLIOS’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.