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 Asempa Wealth Advisors

13F Portfolio OverlapQ3 2026Asempa Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Asempa Wealth Advisors is an institutional investor managing $131M across 114 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Asempa Wealth Advisors are Modus Advisors, LIFELONG WEALTH ADVISORS, NavPoint Financial, with shared positions in $IAU, $IBIT, $MCD, $LMT, $GLDM, $MUFG. The full ranking of 25 similar funds is below.

#1Modus Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $IBIT $MCD $LMT

$405M

118 positions

#2LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 4 shared positions

$IAU $GLDM $MUFG $LMT

$432M

104 positions

#3NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$IAU $GLDM $IBIT $MCD

$283M

75 positions

#4Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $IBIT

$193M

68 positions

#5CURTIS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $IBIT

$118M

55 positions

#6Aureum Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$162M

57 positions

#7NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$838M

122 positions

#8Archer Investment Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $MUFG

$317M

121 positions

#9Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $IBIT $MUFG

$830M

159 positions

#10TME FINANCIAL, INC.Active

Notable overlap · 3 shared positions

$IAU $IBIT $MUFG

$163M

70 positions

#11SOFI WEALTH, LLCSmart money

Notable overlap · 3 shared positions

$IAU $IBIT $MUFG

$2.6B

61 positions

#12Apeiron RIA LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $GLDM

$440M

136 positions

#13CAPE ANN SAVINGS BANKActive

Notable overlap · 3 shared positions

$IAU $GD $MCD

$212M

113 positions

#14Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$313M

107 positions

#15ROGCO, LPActive

Notable overlap · 4 shared positions

$IAU $MCD $LMT $GD

$327M

224 positions

#16Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $MCD

$497M

120 positions

#17Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$IAU $LMT $MCD

$154M

96 positions

#18Omnia Family Wealth, LLCSmart money

Notable overlap · 4 shared positions

$IAU $DIS $LMT $MCD

$373M

103 positions

#19Red Mountain Financial, LLCActive

Notable overlap · 3 shared positions

$IAU $LMT $MCD

$119M

82 positions

#20ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $IBIT $LMT

$753M

223 positions

#21Bigelow Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $GD $DIS

$281M

154 positions

#22TENET WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $DIS

$142M

107 positions

#23Signet Investment Advisory Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $MCD $LMT

$227M

73 positions

#24Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $IBIT

$378M

224 positions

#25MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$IAU $MCD $GD

$297M

166 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.