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Hedge Funds Similar to Bulwark

13F Portfolio OverlapQ3 2026Bulwark portfolio →
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Most similar hedge funds by 13F overlap

Bulwark Capital Corp is an institutional investor managing $189M across 106 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 Bulwark are 3EDGE Asset, Financial Planning Navigators, WEALTHCARE, with shared positions in $GLDM, $CEF, $PHYS, $PM, $ASML, $PSLV. The full ranking of 25 similar funds is below.

#13EDGE Asset Management, LPActive
Some overlap · 3 shared positions
$GLDM$CEF$PHYS
$2.2B
94 positions
#2Financial Planning Navigators CORPActive
Some overlap · 4 shared positions
$GLDM$CEF$PM$ASML
$274M
72 positions
#3WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$PHYS$GLDM$PM$PSLV$IBIT
$911M
99 positions
#4New Harbor Financial Group, LLCActive
Some overlap · 5 shared positions
$CEF$PHYS$PSLV$WPM$SLV
$669M
62 positions
#5TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$CEF$PHYS$PSLV$WPM
$118M
74 positions
#6Bleakley Financial Group, LLCPassive
Slight overlap · 5 shared positions
$CEF$PHYS$PM$ASML$SLV
$7.9B
944 positions
#7Capital Wealth Alliance, LLCActive
Slight overlap · 4 shared positions
$CEF$PHYS$PSLV$IBIT
$229M
100 positions
#8CENTRAL TRUST CoPassive
Slight overlap · 3 shared positions
$CEF$PHYS$PM
$5.5B
1,568 positions
#9Pacific Sage Partners, LLCActive
Slight overlap · 3 shared positions
$CEF$PHYS$PSLV
$772M
144 positions
#10COLUMBIA ADVISORY PARTNERS LLCActive
Slight overlap · 3 shared positions
$CEF$PHYS$PSLV
$181M
100 positions
#11MONEY CONCEPTS CAPITAL CORPPassive
Slight overlap · 4 shared positions
$GLDM$PHYS$PSLV$VZ
$2.2B
633 positions
#12SPROTT INC.Active
Slight overlap · 4 shared positions
$PHYS$CEF$PSLV$WPM
$3.2B
268 positions
#13HOLLENCREST SECURITIES LLCPassive
Slight overlap · 5 shared positions
$CEF$MO$PM$PSLV$CRM
$1.5B
1,229 positions
#14Sankala Group LLCPassive
Slight overlap · 3 shared positions
$GLDM$PHYS$SLV
$150M
631 positions
#15My Portfolio Guide, LLC
Slight overlap · 4 shared positions
$GLDM$MO$PM$KTOS
$181M
166 positions
#16Sonoma Private Wealth LLCPassive
Slight overlap · 3 shared positions
$CEF$PHYS$VZ
$93M
72 positions
#17CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Slight overlap · 5 shared positions
$GLDM$MO$PM$VZ$IBIT
$191M
102 positions
#18Cobblestone Asset Management LLCActive
Slight overlap · 5 shared positions
$PHYS$MO$PM$PSLV$IBIT
$248M
77 positions
#19BRIGHT FINANCIAL ADVISORS, INC.Active
Slight overlap · 4 shared positions
$GLDM$PM$MO$VZ
$239M
72 positions
#20Beaumont Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$CEF$PHYS$PM$CRM
$1.6B
383 positions
#21Alpha Financial Partners, LLCActive
Slight overlap · 4 shared positions
$GLDM$PHYS$IBIT$SLV
$190M
118 positions
#22Noble Wealth Partners LLCPassive
Slight overlap · 4 shared positions
$GLDM$MO$PM$IBIT
$115M
76 positions
#23Entruity Wealth, LLCActive
Slight overlap · 3 shared positions
$PHYS$GLDM$PSLV
$155M
54 positions
#24Beckerman Institutional, LLCActive
Slight overlap · 4 shared positions
$GLDM$MO$PM$CRM
$210M
124 positions
#25MATAURO, LLCActive
Slight overlap · 3 shared positions
$CEF$PHYS$IBIT
$756M
158 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.