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 Bulwark

13F Portfolio OverlapQ2 2026Bulwark portfolio →

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Most similar hedge funds by 13F overlap

Bulwark Capital Corp is an institutional investor managing $178M across 105 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 Bulwark are 3EDGE Asset, Financial Planning Navigators, WEALTHCARE, with shared positions in $GLDM, $CEF, $PHYS, $PM, $ASML, $PSLV. The full ranking of 25 similar funds is below.

#13EDGE Asset Management, LPActive

Some overlap · 3 shared positions

$GLDM $CEF $PHYS

$2.2B

94 positions

#2Financial Planning Navigators CORPActive

Some overlap · 4 shared positions

$GLDM $CEF $PM $ASML

$267M

70 positions

#3WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Some overlap · 5 shared positions

$PHYS $GLDM $PM $PSLV $IBIT

$1.1B

105 positions

#4New Harbor Financial Group, LLCActive

Some overlap · 5 shared positions

$CEF $PHYS $PSLV $WPM $SLV

$633M

68 positions

#5TrustWell Financial Advisors, LLCActive

Some overlap · 4 shared positions

$CEF $PHYS $PSLV $WPM

$118M

78 positions

#6Bleakley Financial Group, LLCPassive

Slight overlap · 5 shared positions

$CEF $PHYS $PM $ASML $SLV

$7.9B

944 positions

#7Capital Wealth Alliance, LLCActive

Slight overlap · 4 shared positions

$CEF $PHYS $PSLV $IBIT

$215M

99 positions

#8CENTRAL TRUST CoPassive

Slight overlap · 3 shared positions

$CEF $PHYS $PM

$5.5B

1,568 positions

#9Pacific Sage Partners, LLCActive

Slight overlap · 3 shared positions

$CEF $PHYS $PSLV

$705M

127 positions

#10COLUMBIA ADVISORY PARTNERS LLCActive

Slight overlap · 3 shared positions

$CEF $PHYS $PSLV

$181M

111 positions

#11MONEY CONCEPTS CAPITAL CORPPassive

Slight overlap · 4 shared positions

$GLDM $PHYS $PSLV $VZ

$2.2B

633 positions

#12SPROTT INC.Active

Slight overlap · 4 shared positions

$PHYS $CEF $PSLV $WPM

$3.2B

268 positions

#13HOLLENCREST SECURITIES LLCPassive

Slight overlap · 5 shared positions

$CEF $MO $PM $PSLV $CRM

$1.5B

1,229 positions

#14Sankala Group LLCPassive

Slight overlap · 3 shared positions

$GLDM $PHYS $SLV

$150M

631 positions

#15My Portfolio Guide, LLC

Slight overlap · 4 shared positions

$GLDM $MO $PM $KTOS

$181M

166 positions

#16Sonoma Private Wealth LLCPassive

Slight overlap · 3 shared positions

$CEF $PHYS $VZ

$93M

72 positions

#17CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Slight overlap · 5 shared positions

$GLDM $MO $PM $VZ $IBIT

$191M

102 positions

#18Cobblestone Asset Management LLCActive

Slight overlap · 5 shared positions

$PHYS $MO $PM $PSLV $IBIT

$240M

74 positions

#19BRIGHT FINANCIAL ADVISORS, INC.Active

Slight overlap · 4 shared positions

$GLDM $PM $MO $VZ

$239M

72 positions

#20Beaumont Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$CEF $PHYS $PM $CRM

$1.6B

383 positions

#21Alpha Financial Partners, LLCActive

Slight overlap · 4 shared positions

$GLDM $PHYS $IBIT $SLV

$190M

118 positions

#22Noble Wealth Partners LLCPassive

Slight overlap · 4 shared positions

$GLDM $MO $PM $IBIT

$115M

76 positions

#23Entruity Wealth, LLCActive

Slight overlap · 3 shared positions

$PHYS $GLDM $PSLV

$155M

54 positions

#24Beckerman Institutional, LLCPassive

Slight overlap · 4 shared positions

$GLDM $MO $PM $CRM

$210M

124 positions

#25MATAURO, LLCActive

Slight overlap · 3 shared positions

$CEF $PHYS $IBIT

$756M

158 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.