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 FULCRUM WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026FULCRUM WEALTH ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

FULCRUM WEALTH ADVISORS, LLC is an institutional investor managing $121M across 72 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 FULCRUM WEALTH ADVISORS, are Mountain Lake Investment, Almanack Investment Partners,, Harbour Wealth Group,, with shared positions in $PHYS, $SGOL, $PSLV, $ET, $WT, $JHG. The full ranking of 25 similar funds is below.

#1Mountain Lake Investment Management LLCActive

Substantial overlap · 4 shared positions

$PHYS $SGOL $PSLV $ET

$155M

29 positions

#2Almanack Investment Partners, LLC.Active

Notable overlap · 3 shared positions

$SGOL $WT $JHG

$592M

177 positions

#3Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$PHYS $JHG $WT

$133M

89 positions

#4Meixler Investment Management, Ltd.Passive

Notable overlap · 3 shared positions

$PHYS $HON $ET

$186M

93 positions

#5TrustWell Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$PHYS $PSLV $SGOL

$106M

70 positions

#6Alpha Advisors, LLC/VAActive

Notable overlap · 3 shared positions

$PHYS $PSLV $GE

$127M

47 positions

#7Basepoint Wealth LLCActive

Notable overlap · 3 shared positions

$PHYS $PSLV $MCK

$175M

643 positions

#8Global View Capital Management LLCActive

Notable overlap · 4 shared positions

$SGOL $WT $PSLV $AZN

$377M

140 positions

#9Capital Wealth Alliance, LLCActive

Notable overlap · 3 shared positions

$PHYS $PSLV $GE

$221M

93 positions

#10MATAURO, LLCActive

Notable overlap · 4 shared positions

$PHYS $SGOL $HON $IBM

$692M

145 positions

#11Avos Capital Management, LLCActive

Notable overlap · 3 shared positions

$SGOL $WT $ET

$253M

29 positions

#12Guild Investment Management, Inc.Active

Notable overlap · 3 shared positions

$PHYS $HON $PSLV

$140M

47 positions

#13MRWM Advisors, LLCActive

Notable overlap · 3 shared positions

$SGOL $IBM $WT

$184M

74 positions

#14Ameliora Wealth Management Ltd.Passive

Notable overlap · 4 shared positions

$SGOL $PHYS $GE $BA

$314M

232 positions

#15WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$SGOL $JHG $WT

$336M

138 positions

#16SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$PHYS $HON $PSLV

$482M

173 positions

#17MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$PHYS $JHG $IBM

$144M

99 positions

#18Terra Nova Asset Management LLCPassive

Notable overlap · 3 shared positions

$SGOL $GE $MCK

$135M

83 positions

#19WD RUTHERFORD LLCPassive

Notable overlap · 4 shared positions

$CMI $GE $HON $MCK

$225M

71 positions

#20MEYER HANDELMAN COActive

Some overlap · 4 shared positions

$IBM $HON $MCK $GE

$3.2B

220 positions

#21Towneley Capital Management, Inc / DESmart money

Some overlap · 3 shared positions

$SGOL $JHG $PHYS

$478M

42 positions

#22Yoffe Investment Management, LLCPassive

Some overlap · 4 shared positions

$IBM $HON $GE $BA

$78M

111 positions

#23Hedges Asset Management LLC

Some overlap · 5 shared positions

$GE $PHYS $HON $IBM $BA

$142M

108 positions

#24Lifetime Wealth Management P.C.Passive

Some overlap · 3 shared positions

$PHYS $WT $HON

$176M

86 positions

#25NovaPoint Capital, LLCPassive

Some overlap · 4 shared positions

$CMI $IBM $HON $PHYS

$399M

79 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.