Hedge Funds Similar to Cauble & Harre Wealth

13F Portfolio OverlapQ2 2026Cauble & Harre Wealth portfolio →

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Most similar hedge funds by 13F overlap

Cauble & Harre Wealth Management, Inc. is an institutional investor managing $125M across 72 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 Cauble & Harre Wealth are Towneley , / DE, Independent Family Office, New Harbor Financial Group, with shared positions in $IAU, $SGOL, $PHYS, $NEM, $ABT, $FPI. The full ranking of 25 similar funds is below.

#1Towneley Capital Management, Inc / DESmart money

Substantial overlap · 3 shared positions

$IAU $SGOL $PHYS

$509M

46 positions

#2Independent Family Office, LLCActive

Substantial overlap · 3 shared positions

$IAU $PHYS $NEM

$249M

85 positions

#3New Harbor Financial Group, LLCActive

Notable overlap · 4 shared positions

$IAU $PHYS $SGOL $NEM

$633M

68 positions

#4Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$84M

36 positions

#5Accordant Advisory Group IncPassive

Notable overlap · 3 shared positions

$PHYS $FPI $PYPL

$148M

242 positions

#6Forest Hill Capital, LLCSmart money

Notable overlap · 3 shared positions

$PHYS $NEM $ENB

$130M

21 positions

#7Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $ADBE $PYPL

$1.4B

113 positions

#8Evanson Asset Management, LLC

Notable overlap · 3 shared positions

$PHYS $ADBE $ENB

$1.9B

321 positions

#9Evanson Financial, LLCPassive

Notable overlap · 3 shared positions

$PHYS $ADBE $ENB

$2.0B

325 positions

#10Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $PHYS $ABT

$761M

333 positions

#11REBALANCE, LLCSmart money

Notable overlap · 3 shared positions

$PHYS $IAU $NVS

$1.9B

103 positions

#12CENTRAL TRUST CoPassive

Notable overlap · 3 shared positions

$PHYS $IAU $ORLY

$5.5B

1,568 positions

#13FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $ABT $ORLY

$1.3B

159 positions

#14ETF Store, Inc.Passive

Some overlap · 3 shared positions

$IAU $SGOL $ORLY

$120M

114 positions

#15BFSG, LLCPassive

Some overlap · 3 shared positions

$IAU $SGOL $NEM

$1.1B

768 positions

#16Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$SGOL $IAU $CBSH $ABT

$1.3B

275 positions

#17Deane Retirement Strategies, Inc.Passive

Some overlap · 3 shared positions

$IAU $ADBE $NEM

$236M

52 positions

#18Timber Creek Capital Management LLCPassive

Some overlap · 3 shared positions

$IAU $SGOL $NVS

$490M

80 positions

#19Grand Central Investment GroupPassive

Some overlap · 3 shared positions

$PHYS $IAU $NEM

$120M

40 positions

#20BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Some overlap · 3 shared positions

$IAU $SCCO $IDXX

$2.7B

812 positions

#21Robinson Value Management, Ltd.Passive

Some overlap · 4 shared positions

$IAU $ADBE $NEM $IDXX

$187M

75 positions

#22Marble Harbor Investment Counsel, LLCActive

Some overlap · 5 shared positions

$NTRS $ORLY $PYPL $ABT $IDXX

$984M

200 positions

#23A. D. Beadell Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$PHYS $SGOL $ABT $ENB

$156M

104 positions

#24J2 Capital Management IncActive

Some overlap · 3 shared positions

$IAU $PHYS $ABT

$149M

123 positions

#25SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$IAU $NVS $ABT $ENB

$296M

134 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.