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 Aureum Wealth ,

13F Portfolio OverlapQ1 2026Aureum Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Aureum Wealth Management, LLC is an institutional investor managing $144M across 60 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 Aureum Wealth , are Magnolia Private Wealth,, NOTTINGHAM ADVISORS,, Timber Creek, with shared positions in $JHG, $GLDM, $IAU, $AMN, $NOW, $GSAT. The full ranking of 25 similar funds is below.

#1Magnolia Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$JHG $GLDM $IAU $AMN

$150M

134 positions

#2NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 9 shared positions

$JHG $GLDM $IAU $NOW $AMN $GSAT

$777M

112 positions

#3Timber Creek Capital Management LLCPassive

Notable overlap · 3 shared positions

$GLDM $SCHW $IAU

$412M

78 positions

#4American Investment Services, Inc.Active

Notable overlap · 3 shared positions

$GLDM $SCHW $IAU

$448M

132 positions

#5New England Private Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$JHG $GLDM $HUM $IAU $AMN $AFRM

$866M

194 positions

#6First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $IAU $HUM $GSAT

$122M

80 positions

#7DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$JHG $IAU $HUM

$163M

58 positions

#8MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $IAU $HUM

$144M

99 positions

#9Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$JHG $IAU $AMN

$478M

42 positions

#10INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $GLDM $HUM

$803M

181 positions

#11eCIO, Inc.Active

Notable overlap · 3 shared positions

$JHG $NOW $MUFG

$228M

42 positions

#12WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $GLDM $SCHW $GSAT

$336M

138 positions

#13Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$JHG $IAU $HUM $AMN

$482M

135 positions

#14Clearview Wealth Advisors LLC

Notable overlap · 4 shared positions

$JHG $GLDM $SCHW $MTB

$158M

103 positions

#15Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $SCHW $HUM $AMN

$290M

485 positions

#16Liberty Atlantic Advisors LLCActive

Notable overlap · 4 shared positions

$JHG $NOW $MUFG $IAU

$117M

73 positions

#17Empower Advisory Group, LLCActive

Notable overlap · 5 shared positions

$SCHW $GLDM $IAU $NOW $MUFG

$38.5B

510 positions

#18Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $SCHW $HUM

$163M

67 positions

#19TruWealth Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $IAU $AMN

$2.1B

182 positions

#20Upper Left Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $SCHW

$169M

68 positions

#21Modern Wealth Management, LLCPassive

Some overlap · 5 shared positions

$JHG $IAU $NOW $AMN $GSAT

$5.8B

877 positions

#22Sage Advisory Services, Ltd.Co.Active

Some overlap · 3 shared positions

$JHG $NOW $MUFG

$183M

42 positions

#23One Charles Private Wealth Services, LLCActive

Some overlap · 3 shared positions

$JHG $HUM $GLDM

$400M

159 positions

#24Miller Global Investments, LLCPassive

Some overlap · 3 shared positions

$JHG $SCHW $GSAT

$121M

295 positions

#25Medallion Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $SCHW $HUM

$306M

1,121 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.