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 CPR Investments

13F Portfolio OverlapQ2 2026CPR Investments portfolio →

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Most similar hedge funds by 13F overlap

CPR Investments Inc. is an institutional investor managing $130M across 55 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 CPR Investments are Five Pine Wealth, Private Harbour Investment & Counsel, LifeWealth Investments, with shared positions in $IAU, $SLV, $DOV, $LHX, $LMT, $CRWD. The full ranking of 25 similar funds is below.

#1Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$IAU $SLV $DOV

$177M

51 positions

#2Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $LHX

$84M

36 positions

#3LifeWealth Investments, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $LMT

$374M

136 positions

#4Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $DOV

$2.8B

691 positions

#5TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $CRWD

$983M

170 positions

#6Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$IAU $DOV $GD

$637M

125 positions

#7Battery Global Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $DOV $CRWD

$200M

157 positions

#8WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $NOC

$536M

107 positions

#9LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $LMT $MRVL

$426M

99 positions

#10Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $LMT

$324M

172 positions

#11Independent Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $DOV

$111M

77 positions

#12ROGCO, LPActive

Notable overlap · 4 shared positions

$IAU $LMT $GD $MRVL

$327M

224 positions

#13ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $LMT $MRVL

$753M

223 positions

#14Maltin Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $SNDK $DOV

$299M

146 positions

#15Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $MRVL

$1.4B

113 positions

#16FIFTH THIRD SECURITIES, INC.Active

Notable overlap · 3 shared positions

$IAU $SLV $DOV

$1.8B

360 positions

#17Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $LMT

$149M

98 positions

#18TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $MRVL $FTNT

$1.2B

283 positions

#19Global Wealth Strategies & AssociatesActive

Notable overlap · 3 shared positions

$IAU $LMT $FTNT

$528M

97 positions

#20Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $MRVL $NOC

$534M

406 positions

#21Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $LMT $CRWD

$405M

118 positions

#22WealthCare Investment Partners, LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $NOC $GD

$412M

206 positions

#23Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $DOV

$1.1B

197 positions

#24Red Mountain Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $DOV $LMT

$119M

82 positions

#25Three Bridge Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $GD

$399M

87 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.