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 My Portfolio Guide,

13F Portfolio OverlapQ1 2026My Portfolio Guide, portfolio →

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Most similar hedge funds by 13F overlap

My Portfolio Guide, LLC is an institutional investor managing $181M across 166 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 My Portfolio Guide, are Tradewinds ,, NavPoint Financial,, American Investment Services,, with shared positions in $GLDM, $GMM, $BAC, $COP, $PLTR, $USB. The full ranking of 25 similar funds is below.

#1Tradewinds Capital Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $GMM $BAC

$504M

719 positions

#2NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$GLDM $GMM $COP $PLTR

$247M

71 positions

#3American Investment Services, Inc.Active

Notable overlap · 3 shared positions

$GLDM $USB $GMM

$448M

132 positions

#4Hollow Brook Wealth Management LLCActive

Notable overlap · 4 shared positions

$GLDM $USB $PFE $VRT

$392M

70 positions

#5Copley Financial Group, Inc.Active

Notable overlap · 4 shared positions

$GLDM $USB $BAC $LMT

$166M

115 positions

#6RM Financial Services, LLCActive

Notable overlap · 3 shared positions

$GLDM $COP $ANET

$116M

75 positions

#7AIFG Consultants Ltd.

Notable overlap · 3 shared positions

$GLDM $BAC $ANET

$58M

54 positions

#8SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 5 shared positions

$GLDM $GMM $F $BAC $MKL

$676M

137 positions

#9PEAK FINANCIAL ADVISORS LLCPassive

Notable overlap · 3 shared positions

$GLDM $MO $CVS

$226M

70 positions

#10Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $USB $MO

$163M

67 positions

#11Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$GLDM $USB $COP

$2.1B

152 positions

#12Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$GLDM $GMM $AGQ

$108M

77 positions

#13STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Notable overlap · 4 shared positions

$GMM $FCFS $MO $ANET

$113M

82 positions

#14Walkner Condon Financial Advisors LLCPassive

Notable overlap · 8 shared positions

$FCFS $GLDM $USB $FND $COP $GMM

$759M

322 positions

#15Carolina Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $MO $PM $LMT

$240M

278 positions

#16Cedar Point Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$GLDM $USB $COP

$154M

71 positions

#17ENTREWEALTH, LLCPassive

Notable overlap · 4 shared positions

$GLDM $USB $COP $MKL

$223M

104 positions

#18Mills Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$GLDM $MKL $R $LMT

$286M

80 positions

#19Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$GLDM $GMM $AGQ

$4.7B

1,361 positions

#20Mission Creek Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$GLDM $VRT $ANET

$501M

219 positions

#21Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $COP $MKL

$930M

144 positions

#22Upper Left Wealth Management, LLCPassive

Some overlap · 3 shared positions

$GLDM $GMM $MKL

$169M

68 positions

#23KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 4 shared positions

$GLDM $USB $PLTR $AGQ

$123M

99 positions

#24SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Some overlap · 4 shared positions

$GLDM $GMM $VRT $ANET

$4.9B

646 positions

#25Capital Planning Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $VRT $BAC

$692M

146 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.