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Hedge Funds Similar to Associates

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

Capital Management Associates, Inc is an institutional investor managing $498M across 153 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 Associates are Wealth Watch Advisors, Kiker Wealth, Tradewinds, with shared positions in $SGOL, $SIVR, $MCD, $DRI, $GIS, $XEL. The full ranking of 25 similar funds is below.

#1Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$SGOL$SIVR$MCD
$309M
142 positions
#2Kiker Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SIVR$DRI$GIS
$256M
161 positions
#3Tradewinds Capital Management, LLCPassive
Some overlap · 3 shared positions
$SIVR$XEL$MCD
$563M
715 positions
#4Turner Financial Group, Inc.Active
Some overlap · 3 shared positions
$SGOL$KLAC$SIVR
$101M
112 positions
#5Newman Dignan & Sheerar, Inc.Passive
Some overlap · 4 shared positions
$SGOL$KLAC$EMR$MCD
$523M
197 positions
#6ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$GIS$XEL$PSA$EMR$MCD
$665M
122 positions
#7Global View Capital Management LLCSmart money
Some overlap · 5 shared positions
$SGOL$SIVR$GLDM$EMR$PLTR
$484M
146 positions
#8Cypress Capital, LLCActive
Some overlap · 3 shared positions
$SGOL$GIS$MCD
$370M
113 positions
#9Vermillion Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$XEL$DE$ECL$GLDM$USB
$427M
1,545 positions
#10MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$SGOL$GIS$MCD
$243M
80 positions
#11Copley Financial Group, Inc.Active
Some overlap · 3 shared positions
$SIVR$KLAC$GLDM
$165M
118 positions
#12BCM ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$SGOL$DE$GIS$GLDM
$514M
80 positions
#13Birchwood Financial Partners, Inc.Passive
Some overlap · 6 shared positions
$XEL$MMM$DE$ECL$GGG$USB
$122M
352 positions
#14Metis Global Partners, LLCActive
Some overlap · 3 shared positions
$SGOL$KLAC$PSA
$4.4B
714 positions
#15Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$DE$KLAC$MMM$ECL$MCD$USB
$1.1B
204 positions
#16Luminist Capital LLCActive
Some overlap · 4 shared positions
$SGOL$MCD$MMM$DGX
$89M
418 positions
#17Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$SGOL$DE$GLDM
$180M
73 positions
#18Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$SGOL$DE$KLAC$GLDM
$1.2B
319 positions
#19Eurizon Asset Management Hungary Ltd.Smart money
Some overlap · 3 shared positions
$SGOL$SIVR$PLTR
$94M
21 positions
#20Empirical Asset Management, LLCPassive
Some overlap · 3 shared positions
$SGOL$KLAC$MCD
$444M
448 positions
#21First PREMIER BankPassive
Some overlap · 5 shared positions
$XEL$EMR$ECL$MCD$USB
$619M
358 positions
#22Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$SGOL$EMR$MCD
$1.3B
275 positions
#23Kure Advisory, LLCActive
Some overlap · 5 shared positions
$XEL$GIS$MMM$PLTR$USB
$211M
62 positions
#24Hoese & Co LLPActive
Some overlap · 7 shared positions
$DE$XEL$EMR$MMM$ECL$GGG
$154M
183 positions
#25Blue Capital, Inc.Passive
Some overlap · 3 shared positions
$SIVR$SGOL$DE
$158M
122 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.