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Hedge Funds Similar to FIFTH THIRD SECURITIES

13F Portfolio OverlapQ2 2026FIFTH THIRD SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

FIFTH THIRD SECURITIES, INC. is an institutional investor managing $1.8B across 360 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 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
$111M
77 positions
#2Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$177M
51 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
$509M
46 positions
#5Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$DOV$SGOL
$172M
77 positions
#6CPR Investments Inc.Active
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$130M
55 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
$299M
146 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
$829M
163 positions
#12New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$SGOL
$633M
68 positions
#13Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$144M
82 positions
#14Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$STT
$211M
62 positions
#15Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$DOV
$1.1B
197 positions
#16Cooke Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$IAU$MDY$STT
$122M
39 positions
#17Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$DOV$STT
$269M
107 positions
#18Red Mountain Financial, LLCPassive
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
44 positions
#20Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$STT$SGOL
$180M
73 positions
#21Aspect Partners, LLCActive
Some overlap · 3 shared positions
$IAU$STT$SGOL
$268M
679 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, INCPassive
Some overlap · 3 shared positions
$IAU$SLV$STT
$171M
102 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.