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Hedge Funds Similar to MATAURO,

13F Portfolio OverlapQ1 2026MATAURO, portfolio →
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Most similar hedge funds by 13F overlap

MATAURO, LLC is an institutional investor managing $692M across 145 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 MATAURO, are TrustWell Financial Advisors,, Accordant Advisory Group, Guild Investment ,, with shared positions in $PHYS, $CEF, $SGOL, $REGN, $BTC, $HON. The full ranking of 25 similar funds is below.

#1TrustWell Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$PHYS$CEF$SGOL
$106M
70 positions
#2Accordant Advisory Group IncPassive
Notable overlap · 3 shared positions
$PHYS$REGN$CEF
$161M
238 positions
#3Guild Investment Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$BTC$HON
$140M
47 positions
#4Capital Wealth Alliance, LLCActive
Notable overlap · 3 shared positions
$PHYS$MSTR$IBIT
$221M
93 positions
#5OBERNDORF WILLIAM EActive
Notable overlap · 3 shared positions
$PHYS$UNH$TEAM
$53M
7 positions
#6FULCRUM WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$PHYS$SGOL$HON$IBM
$121M
72 positions
#7SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 4 shared positions
$PHYS$REGN$UNH$HON
$482M
173 positions
#8Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$REGN$SGOL
$126M
74 positions
#9Mountain Lake Investment Management LLCActive
Notable overlap · 3 shared positions
$PHYS$SGOL$VNOM
$155M
29 positions
#10CENTRAL TRUST CoPassive
Some overlap · 3 shared positions
$PHYS$CEF$HON
$5.1B
1,562 positions
#11MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PHYS$GMM$UNH$IBM
$144M
99 positions
#12VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$PHYS$UNH$IBM
$436M
133 positions
#13WealthTrak Capital Management LLCPassive
Some overlap · 3 shared positions
$GMM$REGN$AAAU
$140M
80 positions
#14Winter & Associates, Inc.Passive
Some overlap · 6 shared positions
$REGN$CPER$UNH$HON$PLTR$IBM
$114M
84 positions
#15Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$PHYS$SGOL$IBIT
$155M
72 positions
#16Valtinson Bruner Financial Planning LLCActive
Some overlap · 4 shared positions
$GMM$REGN$HON$UNH
$364M
171 positions
#17Peak Financial Management, Inc.Active
Some overlap · 3 shared positions
$GMM$CEF$PHYS
$394M
100 positions
#18Cobblestone Asset Management LLCPassive
Some overlap · 5 shared positions
$GMM$PHYS$IBIT$PLTR$IBM
$222M
73 positions
#19Pacific Sage Partners, LLCActive
Some overlap · 3 shared positions
$PHYS$CEF$MSTR
$636M
121 positions
#20Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GMM$BTC$IBIT
$225M
196 positions
#21IMC-Chicago, LLCPassive
Some overlap · 7 shared positions
$CEF$PHYS$ETH$IBIT$PLTR$BMNP
$278.4B
5,950 positions
#22Sterneck Capital Management, LLCActive
Some overlap · 4 shared positions
$GMM$QXO$PLTR$IBM
$223M
116 positions
#23LexAurum Advisors, LLCPassive
Some overlap · 3 shared positions
$PHYS$GMM$UNH
$771M
400 positions
#24Brio Consultants, LLCActive
Some overlap · 3 shared positions
$GMM$REGN$NU
$818M
152 positions
#25Schwallier Wealth Management LLCActive
Some overlap · 3 shared positions
$GMM$BTC$MSTR
$137M
58 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.