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 Argos Wealth Advisors

13F Portfolio OverlapQ2 2026Argos Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Argos Wealth Advisors, LLC is an institutional investor managing $378M across 224 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 Argos Wealth Advisors are NOTTINGHAM ADVISORS, NavPoint Financial, Chatterton & Associates, with shared positions in $GLDM, $IAU, $KLAC, $PLTR, $IBIT, $ASML. The full ranking of 25 similar funds is below.

#1NOTTINGHAM ADVISORS, INC.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $KLAC

$838M

122 positions

#2NavPoint Financial, Inc.Active

Substantial overlap · 4 shared positions

$GLDM $IAU $PLTR $IBIT

$283M

75 positions

#3Chatterton & Associates Inc.Active

Substantial overlap · 3 shared positions

$GLDM $KLAC $ASML

$170M

101 positions

#4SAGE PRIVATE WEALTH GROUP, LLCActive

Substantial overlap · 4 shared positions

$GLDM $IAU $TT $MSI

$298M

135 positions

#5Upper Left Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$GLDM $IAU $TT $IBIT

$193M

68 positions

#6PALLADIEM, LLCActive

Substantial overlap · 6 shared positions

$GLDM $GLTR $KLAC $FIX $ASML $IBIT

$103M

136 positions

#7Avid Wealth Partners LLCActive

Substantial overlap · 5 shared positions

$GLDM $IAU $FIX $ASML $IBIT

$207M

77 positions

#8CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $CRWD

$307M

77 positions

#9Financial Planning Navigators CORPActive

Notable overlap · 3 shared positions

$GLDM $ASML $PLTR

$274M

72 positions

#10ENTREWEALTH, LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $CRWD

$281M

151 positions

#11Cardinal Strategic Wealth GuidanceActive

Notable overlap · 3 shared positions

$GLDM $PLTR $ADP

$441M

67 positions

#12CURTIS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $IBIT

$118M

55 positions

#13Integrity Wealth Solutions LLCActive

Notable overlap · 5 shared positions

$GLDM $IAU $PLTR $IBIT $CRWD

$271M

129 positions

#14Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $KLAC $ASML

$165M

118 positions

#15RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $FIX

$218M

108 positions

#16JGP Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $FIX $ADP

$1.1B

242 positions

#17Kraft, Davis & Associates, LLCActive

Notable overlap · 3 shared positions

$GLDM $KLAC $ASML

$474M

148 positions

#18Compass Wealth Management, LLC/GAActive

Notable overlap · 4 shared positions

$GLDM $IAU $PLTR $CRWD

$251M

74 positions

#19Harbour Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $TT $MSI $CRWD

$148M

89 positions

#20Impact Investors, IncActive

Notable overlap · 3 shared positions

$IAU $KLAC $ASML

$137M

88 positions

#21Apeiron RIA LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $IBIT

$440M

136 positions

#22Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $IBIT

$634M

112 positions

#23ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $FIX $ASML

$1.3B

135 positions

#24Dynasty Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $KLAC $ASML $USFD

$13.5B

367 positions

#25Walkner Condon Financial Advisors LLCPassive

Notable overlap · 4 shared positions

$GLDM $GLTR $IAU $KLAC

$871M

344 positions

Compare Argos Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Argos Wealth Advisors’s holdings

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.