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 OverlapQ2 2026Copia Wealth portfolio →

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Most similar hedge funds by 13F overlap

Copia Wealth Management is an institutional investor managing $166M across 570 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Copia Wealth are NavPoint Financial, Upper Left Wealth, American National Bank of Texas, with shared positions in $DOV, $GLDM, $IBIT, $IAU, $GBTC, $STT. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$DOV $GLDM $IBIT $IAU $GBTC

$270M

74 positions

#2Upper Left Wealth Management, LLCActive

Notable overlap · 6 shared positions

$GLDM $IBIT $STT $GBTC $IAU $DE

$180M

73 positions

#3American National Bank of TexasActive

Notable overlap · 6 shared positions

$DOV $GLDM $STT $PWR $PM $AMGN

$110M

56 positions

#43EDGE Asset Management, LPActive

Notable overlap · 4 shared positions

$DOV $GLDM $STT $IAU

$2.2B

94 positions

#5MYECFO, LLCSmart money

Notable overlap · 4 shared positions

$DOV $GLDM $IAU $SNOW

$265M

73 positions

#6Noble Wealth Partners LLCPassive

Notable overlap · 4 shared positions

$DOV $GLDM $IBIT $PM

$115M

76 positions

#7Graetz Wealth LLCActive

Notable overlap · 5 shared positions

$GLDM $IBIT $STT $IAU $ETH

$125M

84 positions

#8Allie Family Office LLCActive

Notable overlap · 4 shared positions

$IBIT $DOV $STT $IAU

$269M

107 positions

#9TLT Family Holdco ULCSmart money

Notable overlap · 3 shared positions

$DOV $GLDM $IBIT

$704M

9 positions

#10Wealth Management NebraskaSmart money

Notable overlap · 5 shared positions

$DOV $GLDM $SO $DE $PM

$1.1B

106 positions

#11AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$DOV $GLDM $PM $DUK

$832M

230 positions

#12Destiny Capital Corp/COSmart money

Notable overlap · 3 shared positions

$GLDM $IBIT $STT

$215M

58 positions

#13Seven Post Investment Office LPSmart money

Notable overlap · 3 shared positions

$DOV $GLDM $SLV

$352M

42 positions

#14Verde Servicos Internacionais S.A.Active

Notable overlap · 3 shared positions

$GLDM $IBIT $SLV

$273M

49 positions

#15Zhang Financial LLCActive

Notable overlap · 5 shared positions

$DOV $IAU $IBIT $GLDM $AMGN

$3.4B

392 positions

#16Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DOV $SLV $GBTC

$151M

54 positions

#17Avid Wealth Partners LLCActive

Notable overlap · 5 shared positions

$GLDM $IBIT $IAU $ETH $YMM

$207M

77 positions

#18Luminist Capital LLCActive

Notable overlap · 5 shared positions

$DOV $STT $SLV $IBIT $YMM

$89M

418 positions

#19Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$DOV $SLV $IAU

$177M

51 positions

#20Compass Wealth Management, LLC/GAActive

Notable overlap · 5 shared positions

$GLDM $STT $IAU $SO $PM

$251M

74 positions

#21Parcion Private Wealth LLCPassive

Notable overlap · 5 shared positions

$GLDM $STT $IAU $ETHA $AMGN

$1.8B

529 positions

#22Daviman Financial, LLCActive

Notable overlap · 4 shared positions

$GLDM $IBIT $STT $SO

$181M

92 positions

#23CURTIS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $IAU

$118M

55 positions

#24New England Professional Planning Group Inc.Smart money

Notable overlap · 4 shared positions

$DOV $SLV $IAU $DE

$268M

50 positions

#25ELEMENT POINTE ADVISORS, LLCSmart money

Notable overlap · 4 shared positions

$GLDM $STT $IBIT $SNOW

$621M

90 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.