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Hedge Funds Similar to Aureum Wealth

13F Portfolio OverlapQ2 2026Aureum Wealth portfolio →
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Most similar hedge funds by 13F overlap

Aureum Wealth Management, LLC is an institutional investor managing $161M across 62 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 Aureum Wealth are NOTTINGHAM ADVISORS, Plum Street Advisors, PENOBSCOT WEALTH, with shared positions in $GLDM, $IAU, $MUFG, $MTB. The full ranking of 14 similar funds is below.

#1NOTTINGHAM ADVISORS, INC.Active
Highly similar · 4 shared positions
$GLDM$IAU$MUFG$MTB
$838M
122 positions
#2Plum Street Advisors, LLCActive
Substantial overlap · 3 shared positions
$GLDM$IAU$MUFG
$313M
107 positions
#3PENOBSCOT WEALTH MANAGEMENTActive
Substantial overlap · 3 shared positions
$GLDM$MUFG$IAU
$374M
117 positions
#4LIFELONG WEALTH ADVISORS, INC.Smart money
Notable overlap · 3 shared positions
$IAU$GLDM$MUFG
$426M
99 positions
#5RETIREMENT INCOME SOLUTIONS, INCSmart money
Notable overlap · 3 shared positions
$GLDM$IAU$MUFG
$581M
172 positions
#6Asempa Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$IAU$GLDM$MUFG
$134M
119 positions
#7Quent Capital, LLCPassive
Notable overlap · 3 shared positions
$IAU$GLDM$MUFG
$1.6B
1,653 positions
#8GOULD ASSET MANAGEMENT LLC /CA/Smart money
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$635M
176 positions
#9Horst & Graben Wealth Management LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$760M
205 positions
#10JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$GLDM$MUFG
$1.3B
830 positions
#11Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$41.9B
532 positions
#12Betterment LLCActive
Some overlap · 3 shared positions
$MUFG$IAU$GLDM
$59.1B
675 positions
#13One Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$906M
326 positions
#14New England Private Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$1.0B
205 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.