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 Nova Wealth ,

13F Portfolio OverlapQ1 2026Nova Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Nova Wealth Management, Inc. is an institutional investor managing $181M across 570 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 Nova Wealth , are Boyce & Associates Wealth Consulting,, Beacon Harbor Wealth Advisors,, KRAEMATON INVESTMENT ADVISORS,, with shared positions in $FCFS, $TECK, $IAU, $WT, $GLDM, $ALPS. The full ranking of 25 similar funds is below.

#1Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 8 shared positions

$FCFS $TECK $IAU $WT $GLDM $ALPS

$132M

80 positions

#2Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$TECK $JHG $IAU $WT $SLV $APH

$477M

70 positions

#3KRAEMATON INVESTMENT ADVISORS, INCPassive

Notable overlap · 8 shared positions

$PLTR $QUBT $GLDM $AGQ $WT $MAR

$123M

99 positions

#4Prasad Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$FCFS $JHG $AGQ $PLTR $ALPS $SLV

$367M

146 positions

#5Curran Financial Partners, LLCActive

Notable overlap · 6 shared positions

$TECK $SOFI $WT $GSAT $SLV $MAR

$559M

127 positions

#6Collaborative Wealth Managment Inc.Passive

Notable overlap · 5 shared positions

$FCFS $GLDM $WT $GSAT $MAR

$218M

162 positions

#7CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 7 shared positions

$QUBT $IAU $WT $MAR $SLV $SAN

$149M

96 positions

#8Rakuten Securities, Inc.Passive

Some overlap · 5 shared positions

$SOFI $PLTR $GLDM $SLV $AMD

$241M

879 positions

#9HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$PLTR $JHG $WT $SAN $AMD $HSY

$238M

142 positions

#10AXS Investments LLCActive

Some overlap · 7 shared positions

$PLTR $JHG $AGQ $WT $ALPS $AMD

$248M

189 positions

#11Kraft, Davis & Associates, LLCPassive

Some overlap · 5 shared positions

$QUBT $GLDM $SAN $WT $AGQ

$469M

151 positions

#12Ipsen Advisor Group LLCPassive

Some overlap · 7 shared positions

$JHG $IAU $HSY $GSAT $AGQ $SLV

$143M

104 positions

#13WealthCare Investment Partners, LLCPassive

Some overlap · 7 shared positions

$TECK $IAU $SAN $GSAT $SLV $WT

$360M

191 positions

#14ShoreHaven Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$MDLZ $JHG $IAU $WT $BTC $GLDM

$278M

103 positions

#15Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 7 shared positions

$PLTR $JHG $WT $MAR $QUBT $SLV

$144M

387 positions

#16RPg Family Wealth Advisory, LLCPassive

Some overlap · 5 shared positions

$QUBT $PLTR $JHG $SAN $SLV

$479M

140 positions

#17LifeWealth Investments, LLCPassive

Some overlap · 8 shared positions

$JHG $IAU $WT $BTC $SLV $HEI

$335M

141 positions

#18MFG WEALTH MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$SOFI $PLTR $GLDM $AGQ

$121M

61 positions

#19Stonebridge Financial Planning Group, LLCPassive

Some overlap · 7 shared positions

$FCFS $JHG $GSAT $MAR $QUBT $WT

$272M

171 positions

#20SBI Securities Co., Ltd.Passive

Some overlap · 7 shared positions

$PLTR $GLDM $MAR $WT $SOFI $AMD

$3.6B

4,018 positions

#21ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 7 shared positions

$MDLZ $IAU $SAN $SLV $BTC $AGQ

$132M

105 positions

#22NTV ASSET MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$PLTR $IAU $SLV $MDLZ $QUBT $ALPS

$910M

311 positions

#23Sage Capital Management, LLCPassive

Some overlap · 7 shared positions

$QUBT $WT $GSAT $AGQ $ALPS $AMD

$213M

163 positions

#24Financial Enhancement Group LLCPassive

Some overlap · 6 shared positions

$MDLZ $JHG $GLDM $GSAT $WT $PANW

$807M

135 positions

#25EHRLICH FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$MDLZ $JHG $IAU $GSAT $SLV

$174M

112 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.