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 Copia Wealth

13F Portfolio OverlapQ1 2026Copia Wealth portfolio →

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Most similar hedge funds by 13F overlap

Copia Wealth Management is an institutional investor managing $146M across 532 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 Copia Wealth are CATHY PARETO & ASSOCIATES,, Endowment Wealth ,, Team Financial Group,, with shared positions in $REGN, $WT, $QUBT, $SLV, $IAU, $SHW. The full ranking of 25 similar funds is below.

#1CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 10 shared positions

$REGN $WT $QUBT $SLV $IAU $SHW

$149M

96 positions

#2Endowment Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$REGN $WT $DOV $SHW $IAU

$226M

165 positions

#3Team Financial Group, LLCActive

Notable overlap · 6 shared positions

$REGN $WT $GLDM $SNOW $KKR $IBIT

$220M

273 positions

#4OakTrust Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$REGN $WT $GLDM $GBTC $IBIT

$110M

68 positions

#5NavPoint Financial, Inc.Active

Notable overlap · 8 shared positions

$DOV $GLDM $IBIT $SNOW $ARKO $IAU

$247M

71 positions

#6Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 5 shared positions

$WT $ARKO $REGN $DOV $KKR

$381M

163 positions

#7CMC Financial GroupActive

Some overlap · 4 shared positions

$REGN $WT $GLDM $USB

$51M

38 positions

#8WT Wealth ManagementPassive

Some overlap · 6 shared positions

$WT $SHW $GLDM $SNOW $USB $RELX

$336M

138 positions

#9GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 6 shared positions

$WT $GLDM $SNOW $REGN $SLV $SHW

$5.5B

999 positions

#10Aspire Capital Advisors LLCActive

Some overlap · 7 shared positions

$WT $REGN $ARKO $SNOW $SHW $KKR

$444M

122 positions

#11STAPP WEALTH MANAGEMENT, PLLCActive

Some overlap · 3 shared positions

$REGN $WT $GLDM

$78M

30 positions

#12Provident Wealth Management, LLCActive

Some overlap · 5 shared positions

$REGN $WT $SNOW $UNIT $NTRB

$331M

134 positions

#13Fermata Advisors, LLCPassive

Some overlap · 4 shared positions

$REGN $WT $GLDM $IAU

$444M

232 positions

#14Systelligence, LLCPassive

Some overlap · 5 shared positions

$WT $DOV $SNOW $IAU $USB

$514M

56 positions

#15CPWA, LLCPassive

Some overlap · 6 shared positions

$WT $SHW $REGN $SLV $UNIT $NKE

$84M

90 positions

#16Fortis Advisors, LLCPassive

Some overlap · 6 shared positions

$REGN $GLDM $SNOW $UPS $USB $RELX

$200M

119 positions

#17HBW Advisory Services LLCPassive

Some overlap · 7 shared positions

$REGN $SHW $SNOW $WT $USB $KKR

$949M

444 positions

#18AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 5 shared positions

$REGN $WT $USB $UNIT $NTRB

$206M

97 positions

#19SFI Advisors, LLCPassive

Some overlap · 4 shared positions

$REGN $WT $SHW $PSLV

$95M

48 positions

#20Capital Asset Advisory Services LLCActive

Some overlap · 4 shared positions

$REGN $WT $IAU $FND

$2.6B

299 positions

#21KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 7 shared positions

$ARKO $GLDM $REGN $QUBT $WT $USB

$123M

99 positions

#22RETIREMENT CAPITAL STRATEGIESActive

Some overlap · 5 shared positions

$WT $DOV $SNOW $SLV $RELX

$265M

62 positions

#23Encompass More Asset ManagementPassive

Some overlap · 5 shared positions

$WT $GLDM $IBIT $SLV $USB

$597M

251 positions

#24Evanson Asset Management, LLCActive

Some overlap · 7 shared positions

$WT $DOV $SLV $IAU $UNIT $KKR

$1.9B

321 positions

#25Beckerman Institutional, LLCPassive

Some overlap · 6 shared positions

$WT $GLDM $SNOW $IAU $UNIT $NKE

$188M

121 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.