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 CONTINUUM WEALTH ADVISORS

13F Portfolio OverlapQ2 2026CONTINUUM WEALTH ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CONTINUUM WEALTH ADVISORS, LLC is an institutional investor managing $296M across 82 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 CONTINUUM WEALTH ADVISORS are NavPoint Financial, Cassaday & Wealth, Argos Wealth Advisors, with shared positions in $GLDM, $IAU, $MCD, $TD, $CRWD, $MDY. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $MCD

$270M

74 positions

#2Cassaday & Co Wealth Management LLCSmart money

Substantial overlap · 3 shared positions

$GLDM $MCD $TD

$5.3B

1,313 positions

#3Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $CRWD

$378M

224 positions

#4Integrity Wealth Solutions LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $MDY $CRWD

$271M

129 positions

#5SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $MCD

$762M

147 positions

#63EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$GLDM $MDY $IAU

$2.2B

94 positions

#7Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $MDY

$211M

77 positions

#8RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 4 shared positions

$GLDM $IAU $MDY $MCD

$581M

172 positions

#9SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$GLDM $APH $CRWD

$5.6B

669 positions

#10Compass Wealth Management, LLC/GAActive

Notable overlap · 3 shared positions

$GLDM $IAU $CRWD

$251M

74 positions

#11Accretive Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$GLDM $UNP $IAU $MCD

$412M

181 positions

#12BRANDYWINE OAK PRIVATE WEALTH LLCActive

Some overlap · 3 shared positions

$GLDM $UNP $MCD

$1.3B

245 positions

#13GOULD ASSET MANAGEMENT LLC /CA/Smart money

Some overlap · 4 shared positions

$GLDM $IAU $MDY $MCD

$635M

176 positions

#14American National Bank of TexasActive

Some overlap · 4 shared positions

$GLDM $UNP $MDY $MCD

$110M

56 positions

#15Tidemark, LLCPassive

Some overlap · 4 shared positions

$GLDM $CRWD $UNP $IAU

$444M

935 positions

#16Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $APH

$182M

153 positions

#17MAI Capital ManagementPassive

Some overlap · 3 shared positions

$GLDM $IAU $MDY

$26.6B

2,108 positions

#18MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$GLDM $IAU $UNP $CRWD

$162M

106 positions

#19Genesis Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$GLDM $IAU $MDY $UNP

$167M

72 positions

#20Hobbs Group Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $CRWD

$380M

164 positions

#21Gradient Investments LLCPassive

Some overlap · 4 shared positions

$GLDM $APH $MCD $CRWD

$7.2B

448 positions

#22DeDora Capital, Inc.Passive

Some overlap · 3 shared positions

$GLDM $UNP $CRWD

$460M

129 positions

#23GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 3 shared positions

$GLDM $MCD $CRWD

$6.3B

1,055 positions

#24Paladin Wealth, LLCPassive

Some overlap · 4 shared positions

$GLDM $APH $MCD $CRWD

$172M

134 positions

#25Fullerton Fund Management Co Ltd.Active

Some overlap · 3 shared positions

$GLDM $IAU $BMO

$1.6B

119 positions

Compare CONTINUUM WEALTH ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CONTINUUM WEALTH ADVISORS’s holdings

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.