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Hedge Funds Similar to Fearless Solutions, dba Best Invest

13F Portfolio OverlapQ1 2026Fearless Solutions, dba Best Invest portfolio →
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Most similar hedge funds by 13F overlap

Fearless Solutions, LLC dba Best Invest is an institutional investor managing $166M across 127 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 Fearless Solutions, dba Best Invest are Cauble & Harre Wealth ,, CATHY PARETO & ASSOCIATES,, AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $IAU, $REGN, $ORLY, $UNIT, $WT, $NTRB. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$REGN$ORLY
$126M
74 positions
#2CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 4 shared positions
$REGN$IAU$UNIT$WT
$149M
96 positions
#3AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 5 shared positions
$REGN$NTRB$SCHW$UNIT$WT
$206M
97 positions
#4Ariston Services GroupActive
Notable overlap · 3 shared positions
$IAU$SCHW$ORLY
$167M
71 positions
#5Financial Alternatives, IncActive
Notable overlap · 4 shared positions
$IAU$SCHW$UNIT$NTRB
$185M
79 positions
#6WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$SCHW$WT$UNIT
$508M
107 positions
#7Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$NTRB$UNIT
$171M
106 positions
#8Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$IAU$SCHW$UNIT$WT
$337M
117 positions
#9CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$IAU$SCHW$ORLY$UNIT
$293M
1,255 positions
#10Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$REGN$ARM
$363M
117 positions
#11Tanglewood Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$IAU$SCHW$BAH
$1.2B
38 positions
#12DAHRING {-} CUSMANO LLCActive
Notable overlap · 3 shared positions
$IAU$NTRB$BAH
$163M
58 positions
#13Harbour Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$IAU$INTC$WT
$133M
89 positions
#14GLR Partners, LLCPassive
Notable overlap · 5 shared positions
$REGN$WT$IAU$ORLY$UNIT
$183M
100 positions
#15Vannoy Advisory Group, Inc.Smart money
Notable overlap · 3 shared positions
$IAU$SCHW$UNIT
$158M
28 positions
#16Winter & Associates, Inc.Passive
Notable overlap · 4 shared positions
$REGN$SCHW$WT$XYZ
$114M
84 positions
#17Inlight Wealth Management, LLCActive
Notable overlap · 4 shared positions
$REGN$UNIT$WT$T
$270M
50 positions
#18Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 4 shared positions
$IAU$SCHW$WT$T
$589M
138 positions
#19Sylvest Advisors, LLCActive
Notable overlap · 3 shared positions
$REGN$SCHW$WT
$188M
70 positions
#20Financial Harvest, LLCActive
Notable overlap · 3 shared positions
$IAU$INTC$WT
$170M
57 positions
#21GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$IAU$UNIT$VLO
$212M
87 positions
#22Chemistry Wealth Management LLCPassive
Notable overlap · 4 shared positions
$IAU$UNIT$BAH$SCHW
$569M
204 positions
#23CMC Financial GroupActive
Notable overlap · 3 shared positions
$REGN$WT$BAH
$51M
38 positions
#24Fermata Advisors, LLCPassive
Notable overlap · 3 shared positions
$REGN$IAU$WT
$444M
232 positions
#25Ted Buchan & CoPassive
Notable overlap · 4 shared positions
$REGN$SCHW$TFC$WT
$275M
88 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.