Hedge Funds Similar to Plum Street Advisors

13F Portfolio OverlapQ2 2026Plum Street Advisors portfolio →

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Most similar hedge funds by 13F overlap

Plum Street Advisors, LLC is an institutional investor managing $313M across 107 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 Plum Street Advisors are NOTTINGHAM ADVISORS, Aureum Wealth, SAGE PRIVATE WEALTH GROUP, with shared positions in $GLDM, $IAU, $MUFG, $FSLR, $IAUM, $TMO. The full ranking of 25 similar funds is below.

#1NOTTINGHAM ADVISORS, INC.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $MUFG

$838M

122 positions

#2Aureum Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $MUFG

$162M

57 positions

#3SAGE PRIVATE WEALTH GROUP, LLCActive

Substantial overlap · 3 shared positions

$IAU $GLDM $FSLR

$298M

135 positions

#4Upper Left Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$IAU $GLDM $IAUM

$193M

68 positions

#5NavPoint Financial, Inc.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $IAUM

$283M

75 positions

#6PENOBSCOT WEALTH MANAGEMENTActive

Substantial overlap · 5 shared positions

$GLDM $FSLR $IAU $MUFG $TMO

$388M

120 positions

#7Mader & Shannon Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $FSLR $TMO

$214M

21 positions

#8LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$432M

104 positions

#9Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $MCK

$211M

77 positions

#10Permanens Capital L.P.Active

Notable overlap · 3 shared positions

$IAU $MUFG $IAUM

$972M

100 positions

#11Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $MUFG $TMO

$830M

159 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$637M

125 positions

#13MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$1.4B

144 positions

#14Sankala Group LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $IAUM

$150M

631 positions

#15Apeiron RIA LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $BNY

$440M

136 positions

#16Napier Financial, LLCActive

Notable overlap · 3 shared positions

$GLDM $TMO $MUFG

$480M

472 positions

#17Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $SOFI $CTAS

$823M

134 positions

#18Accretive Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $TMO

$412M

181 positions

#19Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $IAUM

$983M

149 positions

#20ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $SOFI $DAL

$1.3B

135 positions

#21Meridian Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$880M

211 positions

#22RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 3 shared positions

$GLDM $IAU $MUFG

$581M

172 positions

#23Asempa Wealth AdvisorsActive

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$131M

114 positions

#24Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $CTAS $IAUM

$163M

113 positions

#25Archer Investment Management, LLCActive

Notable overlap · 3 shared positions

$IAU $MUFG $IAUM

$317M

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.