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Hedge Funds Similar to CATHY PARETO & ASSOCIATES

13F Portfolio OverlapQ3 2026CATHY PARETO & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

CATHY PARETO & ASSOCIATES, INC is an institutional investor managing $175M across 98 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 CATHY PARETO & ASSOCIATES are Wealth Watch Advisors, Cushing Partners, WEALTHSPAN PARTNERS, with shared positions in $IAU, $SLV, $IBIT, $STT, $NEE, $ALPS. The full ranking of 25 similar funds is below.

#1Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$IAU$SLV$IBIT$STT
$309M
142 positions
#2Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$NEE
$163M
113 positions
#3WEALTHSPAN PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$NEE
$317M
129 positions
#4ALTERNA WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$180M
109 positions
#5Broussard Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$135M
38 positions
#6ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$IAU$SLV$ALPS
$179M
84 positions
#7NKCFO LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$330M
92 positions
#8Madden Advisory Services, Inc.Active
Some overlap · 4 shared positions
$IAU$SLV$ALPS$STT
$279M
110 positions
#9Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$SLV$NEE
$164M
74 positions
#10LifeWealth Investments, LLCActive
Some overlap · 4 shared positions
$IAU$SLV$NEE$PLTR
$360M
139 positions
#11Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$1.2B
196 positions
#12FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$IAU$SLV$STT
$2.0B
420 positions
#13Kure Advisory, LLCActive
Some overlap · 4 shared positions
$IAU$SLV$STT$PLTR
$216M
62 positions
#14Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$SLV$PLTR
$142M
408 positions
#15Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$NEE$IBIT$PLTR
$405M
118 positions
#16Palisades Hudson Asset Management, L.P.Active
Some overlap · 5 shared positions
$IAU$SLV$MKL$HIG$TT
$286M
108 positions
#17DWM Financial Group, Inc.Active
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$112M
40 positions
#18Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$2.8B
691 positions
#19Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$PLTR
$819M
339 positions
#20Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$IAU$SLV$PLTR
$437M
707 positions
#21CLEAR INVESTMENT RESEARCH, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$PLTR
$64M
57 positions
#22Upper Left Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$STT$TT
$193M
68 positions
#23Global Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$184M
47 positions
#24Town Capital LLCActive
Some overlap · 3 shared positions
$IAU$NEE$IBIT
$158M
75 positions
#25Maltin Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$IAU$ALPS$STT
$308M
152 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.