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Hedge Funds Similar to Fielder Group

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

Fielder Capital Group LLC is an institutional investor managing $462M across 303 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 Fielder Group are New Harbor Financial Group, Upper Left Wealth, Ronald Blue, with shared positions in $IAU, $SII, $PSLV, $BITB, $SLV, $SIVR. The full ranking of 25 similar funds is below.

#1New Harbor Financial Group, LLCActive
Notable overlap · 9 shared positions
$IAU$SII$PSLV$BITB$SLV$SIVR
$633M
68 positions
#2Upper Left Wealth Management, LLCActive
Notable overlap · 4 shared positions
$IAU$IAUM$GBTC$BITB
$180M
73 positions
#3Ronald Blue Trust, Inc.Active
Notable overlap · 3 shared positions
$IAUM$TPL$IAU
$9.5B
2,447 positions
#4Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$IAUM$SLV
$145M
99 positions
#5Stegent Equity Advisors, Inc.Passive
Notable overlap · 4 shared positions
$TPL$SII$IAU$WPM
$140M
112 positions
#6AlTi Global, Inc.Active
Notable overlap · 3 shared positions
$IAU$IAUM$PSLV
$4.8B
505 positions
#7Atlas Wealth Partners, LLCActive
Notable overlap · 5 shared positions
$TPL$GBTC$WPM$IAU$SLV
$92M
64 positions
#8PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$TPL$MAA$CPT$WPM$AXP
$175M
73 positions
#9NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$IAU$PLTR$IAUM$GBTC$AXP
$270M
74 positions
#10Reliant Wealth PlanningSmart money
Some overlap · 3 shared positions
$IAUM$IAU$ETH
$364M
54 positions
#11Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$DLR$AXP
$227M
73 positions
#12Arkos Global AdvisorsActive
Some overlap · 4 shared positions
$IAU$PSLV$COIN$SLV
$844M
124 positions
#13Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$IAU$BITB$SLV$SIVR
$309M
142 positions
#14STEPHEN J. GARRY & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$IAU$GBTC$SLV
$137M
55 positions
#15HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$TPL$GBTC$WPM$SII
$8.8B
351 positions
#16EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$TPL$GBTC$WPM
$745M
145 positions
#17MAD RIVER INVESTORSSmart money
Some overlap · 3 shared positions
$TPL$GBTC$WPM
$268M
30 positions
#18One Charles Private Wealth Services, LLCPassive
Some overlap · 3 shared positions
$TPL$GBTC$SLV
$434M
176 positions
#19Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$SII$SLV
$149M
98 positions
#20RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$IAU$IAUM$SLV
$218M
108 positions
#21TMB Capital Partners, LLCPassive
Some overlap · 3 shared positions
$TPL$SII$WPM
$321M
177 positions
#22WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$GBTC$SLV
$536M
107 positions
#23Kure Advisory, LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$SLV
$211M
62 positions
#24Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$PLTR$SLV
$142M
408 positions
#25HC Advisors, LLCActive
Some overlap · 4 shared positions
$SII$SPPP$PSLV$AXP
$165M
62 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.