13F Pro

Hedge Funds Similar to Go Invest

13F Portfolio OverlapQ2 2026Go Invest portfolio →
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Most similar hedge funds by 13F overlap

Go Invest LLC is an institutional investor managing $426M across 129 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 Go Invest are Kastel Advisors, Towneley , / DE, Luminist, with shared positions in $SGOL, $IBIT, $FBTC, $STT, $IAU, $SLV. The full ranking of 25 similar funds is below.

#1Kastel Capital Advisors, LLCActive
Highly similar · 3 shared positions
$SGOL$IBIT$FBTC
$158M
57 positions
#2Towneley Capital Management, Inc / DESmart money
Highly similar · 3 shared positions
$SGOL$STT$IAU
$509M
46 positions
#3Luminist Capital LLCPassive
Substantial overlap · 4 shared positions
$SGOL$STT$IBIT$SLV
$89M
418 positions
#4Upper Left Wealth Management, LLCActive
Substantial overlap · 8 shared positions
$IBIT$STT$SGOL$FBTC$GBTC$GLDM
$180M
73 positions
#5ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 4 shared positions
$STT$IBIT$FBTC$GLDM
$621M
90 positions
#6Graetz Wealth LLCActive
Notable overlap · 4 shared positions
$STT$IBIT$GLDM$IAU
$125M
84 positions
#7PGIM Custom Harvest LLCActive
Notable overlap · 3 shared positions
$STT$SLV$GLDM
$8.0B
305 positions
#8ParaFi Capital LPActive
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$361M
24 positions
#9Pilgrim Partners Asia Pte LtdActive
Notable overlap · 3 shared positions
$IBIT$GBTC$IAU
$234M
108 positions
#10Avenir Tech LtdSmart money
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$671M
32 positions
#11Ameliora Wealth Management Ltd.Passive
Notable overlap · 4 shared positions
$SGOL$SLV$IBIT$IAU
$337M
229 positions
#12Encompass More Asset ManagementPassive
Notable overlap · 4 shared positions
$SGOL$IBIT$SLV$GLDM
$687M
283 positions
#13Allie Family Office LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$IAU
$269M
107 positions
#14Wealth Watch Advisors, INCActive
Notable overlap · 6 shared positions
$SGOL$STT$IBIT$SLV$IAU$BITB
$309M
142 positions
#15KALEIDOSCOPE CAPITAL LPSmart money
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$271M
16 positions
#16Aspect Partners, LLCActive
Notable overlap · 3 shared positions
$STT$SGOL$IAU
$268M
679 positions
#17CURTIS WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$IBIT$GLDM$IAU
$118M
55 positions
#18Convergence Financial, LLCPassive
Notable overlap · 3 shared positions
$STT$IBIT$GBTC
$1.3B
272 positions
#19FLOW TRADERS U.S. LLCPassive
Notable overlap · 3 shared positions
$STT$FBTC$IAU
$2.4B
979 positions
#20Consolidated Portfolio Review CorpSmart money
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$1.2B
34 positions
#21Destiny Capital Corp/COSmart money
Notable overlap · 3 shared positions
$IBIT$STT$GLDM
$215M
58 positions
#22Benson Wealth Management INCPassive
Notable overlap · 3 shared positions
$IBIT$GBTC$SLV
$99M
367 positions
#23New Harbor Financial Group, LLCActive
Notable overlap · 4 shared positions
$SGOL$SLV$IAU$BITB
$633M
68 positions
#24Copia Wealth Management
Some overlap · 6 shared positions
$IBIT$STT$GBTC$SLV$GLDM$IAU
$166M
570 positions
#25Pine Ridge Advisers LLCSmart money
Some overlap · 3 shared positions
$IBIT$FBTC$BITB
$1.7B
42 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.