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Hedge Funds Similar to Fermata Advisors

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

Fermata Advisors, LLC is an institutional investor managing $495M across 275 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 Fermata Advisors are Maltin Wealth, Accretive Wealth Partners, TENET WEALTH PARTNERS, with shared positions in $IAU, $ALPS, $LIN, $DOV, $WFC, $PM. The full ranking of 25 similar funds is below.

#1Maltin Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$IAU$ALPS$LIN$DOV
$299M
146 positions
#2Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$WFC$PM$GLDM
$412M
181 positions
#3TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$WFC$PM$IBIT
$134M
101 positions
#4Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$IAU$DOV$PM$WFC
$637M
125 positions
#5Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 4 shared positions
$IAU$DOV$PM$GLDM
$144M
82 positions
#6Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$DOV$PM$NVO
$304M
194 positions
#7NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$DOV$GLDM$IBIT
$270M
74 positions
#8Zhang Financial LLCActive
Some overlap · 4 shared positions
$IAU$DOV$GLDM$IBIT
$3.4B
392 positions
#9C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive
Some overlap · 4 shared positions
$IAU$DOV$PM$IBIT
$2.0B
424 positions
#10BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$IAU$ALPS$EPD
$453M
117 positions
#11CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$IAU$ALPS$IBIT
$171M
102 positions
#12Cogent Private Wealth, Inc.Passive
Some overlap · 3 shared positions
$IAU$WFC$DOV
$160M
117 positions
#13Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$IAU$WFC$LIN$GLDM
$236M
52 positions
#14Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$WFC$LIN
$362M
116 positions
#15LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$IAU$WFC$GLDM
$426M
99 positions
#16MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$DOV$PM
$130M
80 positions
#17Shah Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$PM
$433M
79 positions
#18PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$DOV$LIN
$2.8B
186 positions
#19Bull Oak Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$WFC$IBIT
$300M
40 positions
#20Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$829M
163 positions
#21Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$269M
107 positions
#22Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$497M
120 positions
#23Archer Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$293M
110 positions
#24Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$2.8B
691 positions
#25Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$1.1B
197 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.