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 3EDGE Asset

13F Portfolio OverlapQ2 20263EDGE Asset portfolio →

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Most similar hedge funds by 13F overlap

3EDGE Asset Management, LP is an institutional investor managing $2.2B across 94 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 3EDGE Asset are American National Bank of Texas, Hegarty Advisors, NavPoint Financial, with shared positions in $DOV, $GLDM, $STT, $MDY, $IAU, $PHYS. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive

Substantial overlap · 4 shared positions

$DOV $GLDM $STT $MDY

$110M

56 positions

#2Hegarty Advisors, LLCActive

Substantial overlap · 3 shared positions

$DOV $GLDM $MDY

$145M

66 positions

#3NavPoint Financial, Inc.Active

Substantial overlap · 3 shared positions

$GLDM $DOV $IAU

$270M

74 positions

#4Global Endowment Management, LPActive

Substantial overlap · 3 shared positions

$DOV $PHYS $STT

$987M

72 positions

#5MYECFO, LLCSmart money

Substantial overlap · 3 shared positions

$DOV $GLDM $IAU

$265M

73 positions

#6Financial Planning Navigators CORPActive

Substantial overlap · 3 shared positions

$GLDM $CEF $DOV

$267M

70 positions

#7RCW Management, LLCActive

Substantial overlap · 4 shared positions

$GLDM $CEF $STT $IAU

$112M

68 positions

#8Highland Investment Advisors LLCPassive

Substantial overlap · 3 shared positions

$DOV $PHYS $IAU

$229M

734 positions

#9Orcam Financial GroupActive

Substantial overlap · 3 shared positions

$DOV $MDY $IAU

$205M

105 positions

#10Sageworth Trust CoActive

Substantial overlap · 3 shared positions

$DOV $MDY $IAU

$2.5B

127 positions

#11Intelligent Financial StrategiesSmart money

Substantial overlap · 3 shared positions

$DOV $MDY $PHYS

$208M

60 positions

#12Fort Vancouver Investment Management, LLCActive

Substantial overlap · 3 shared positions

$DOV $IAU $CEF

$214M

62 positions

#13TrustWell Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$PHYS $CEF $DOV

$118M

78 positions

#14Integrity Wealth Solutions LLCActive

Notable overlap · 4 shared positions

$GLDM $DOV $MDY $IAU

$271M

129 positions

#15Breakwater Investment ManagementPassive

Notable overlap · 3 shared positions

$DOV $MDY $IAU

$294M

600 positions

#16SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $PHYS $IAU

$762M

147 positions

#17PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$GLDM $DOV $IAU

$374M

117 positions

#18CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $MDY $IAU

$296M

82 positions

#19Zhang Financial LLCActive

Notable overlap · 3 shared positions

$DOV $GLDM $IAU

$3.4B

392 positions

#20Upper Left Wealth Management, LLCActive

Notable overlap · 5 shared positions

$GLDM $STT $BITB $IAU $BTC

$180M

73 positions

#21Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $MDY $IAU

$211M

77 positions

#22MATAURO, LLCActive

Notable overlap · 4 shared positions

$PHYS $CEF $STT $BTC

$756M

158 positions

#23SMI Advisory Services, LLCSmart money

Notable overlap · 3 shared positions

$PHYS $GLDM $STT

$617M

62 positions

#24MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$PHYS $GLDM $DOV $IAU

$162M

106 positions

#25Evanson Financial, LLCPassive

Notable overlap · 3 shared positions

$PHYS $DOV $MDY

$2.0B

325 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.