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Hedge Funds Similar to FIFTH THIRD SECURITIES

13F Portfolio OverlapQ3 2026FIFTH THIRD SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

FIFTH THIRD SECURITIES, INC. is an institutional investor managing $2.0B across 420 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 FIFTH THIRD SECURITIES are Independent Wealth Advisors, Five Pine Wealth, Proficio Partners, with shared positions in $IAU, $DOV, $SLV, $DBA, $SGOL, $STT. The full ranking of 25 similar funds is below.

#1Independent Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$121M
79 positions
#2Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$177M
50 positions
#3Proficio Capital Partners LLCPassive
Notable overlap · 5 shared positions
$IAU$DOV$SLV$DBA$SGOL
$2.8B
691 positions
#4Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$IAU$DOV$STT$SGOL
$505M
45 positions
#5Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$DOV$SGOL
$169M
81 positions
#6CPR Investments Inc.Active
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$134M
64 positions
#7Madden Advisory Services, Inc.Active
Notable overlap · 5 shared positions
$IAU$SLV$MDY$STT$SGOL
$279M
110 positions
#8Maltin Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$IAU$MDY$DOV$STT$DBC
$308M
152 positions
#9Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Notable overlap · 3 shared positions
$IAU$SLV$MDY
$142M
408 positions
#10Wealth Watch Advisors, INCActive
Notable overlap · 5 shared positions
$IAU$MDY$SLV$STT$SGOL
$309M
142 positions
#11Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$DOV$STT
$830M
159 positions
#12New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$SGOL
$669M
62 positions
#13Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$165M
79 positions
#14Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$STT
$216M
62 positions
#15Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$1.2B
196 positions
#16Cooke Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$IAU$MDY$STT
$120M
38 positions
#17Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$DOV$STT
$270M
107 positions
#18Red Mountain Financial, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$DOV
$119M
82 positions
#19Tanglewood Wealth Management, Inc.Smart money
Some overlap · 3 shared positions
$IAU$STT$SLV
$1.2B
48 positions
#20Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$STT$SGOL
$193M
68 positions
#21Aspect Partners, LLCActive
Some overlap · 3 shared positions
$IAU$STT$SGOL
$264M
681 positions
#22Mill Creek Capital Advisors, LLC
Some overlap · 3 shared positions
$IAU$MDY$STT
$4.9B
260 positions
#23Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$IAU$DOV$SLV
$437M
707 positions
#24Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$DOV$SLV$IAU$STT
$166M
570 positions
#25CATHY PARETO & ASSOCIATES, INCActive
Some overlap · 3 shared positions
$IAU$SLV$STT
$175M
98 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.