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 CATHY PARETO & ASSOCIATES,

13F Portfolio OverlapQ1 2026CATHY PARETO & ASSOCIATES, portfolio →

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Most similar hedge funds by 13F overlap

CATHY PARETO & ASSOCIATES, INC is an institutional investor managing $171M across 102 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 CATHY PARETO & ASSOCIATES, are AMERICAN FINANCIAL & TAX STRATEGIES, Bravias Group,, Fortune Financial Group,, with shared positions in $WT, $REGN, $UNIT, $USB, $MAR, $SLV. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Substantial overlap · 4 shared positions

$WT $REGN $UNIT $USB

$206M

97 positions

#2Bravias Capital Group, LLCActive

Substantial overlap · 6 shared positions

$WT $MAR $SLV $REGN $SHW $NEE

$153M

96 positions

#3Fortune Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$WT $REGN $USB

$111M

84 positions

#4Argo Wealth Advisory, LLCActive

Substantial overlap · 4 shared positions

$WT $REGN $MAR $NEE

$170M

48 positions

#5Exit Wealth Advisors, LLC.Active

Substantial overlap · 5 shared positions

$WT $IAU $SLV $ALPS $IBIT

$195M

131 positions

#6Broussard Financial Group LLCActive

Substantial overlap · 5 shared positions

$WT $IAU $SLV $USB $IBIT

$125M

29 positions

#7MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Substantial overlap · 5 shared positions

$WT $IAU $SLV $USB $ALPS

$1.3B

143 positions

#8Team Financial Group, LLCActive

Substantial overlap · 4 shared positions

$WT $REGN $KKR $IBIT

$220M

273 positions

#9Sharper & Granite LLCPassive

Substantial overlap · 4 shared positions

$WT $UNIT $MAR $IAU

$293M

107 positions

#10Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 5 shared positions

$WT $IAU $ALPS $SLV $SHW

$132M

80 positions

#11Envision Financial LLCActive

Substantial overlap · 5 shared positions

$WT $UNIT $USB $ALPS $BPRE

$186M

46 positions

#12MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 6 shared positions

$WT $SLV $SAN $SHW $IAU $USB

$147M

52 positions

#13Morton Capital Management LLC/CASmart money

Substantial overlap · 4 shared positions

$WT $IAU $USB $KKR

$672M

139 positions

#14Lunt Capital Management, Inc.Active

Substantial overlap · 4 shared positions

$WT $REGN $MAR $USB

$260M

97 positions

#15JBGlobal.com LLCActive

Substantial overlap · 3 shared positions

$WT $UNIT $USB

$102M

27 positions

#16Systelligence, LLCPassive

Substantial overlap · 5 shared positions

$WT $IAU $MAR $SAN $USB

$514M

56 positions

#17New Vernon Capital Holdings II LLCActive

Notable overlap · 3 shared positions

$WT $MAR $IBIT

$136M

77 positions

#18Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $REGN $IAU

$462M

53 positions

#19Bonfire FinancialActive

Notable overlap · 4 shared positions

$WT $SLV $MAR $UNIT

$133M

57 positions

#20TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $SLV $IAU

$163M

795 positions

#21Lauer Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $MAR $USB $IBIT $SLV

$126M

67 positions

#22Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$WT $UNIT $IAU $KKR $USB

$365M

111 positions

#23SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $UNIT $KKR

$139M

37 positions

#24Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $MAR $KKR $USB

$219M

145 positions

#25IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $SHW $USB

$446M

95 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.