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Hedge Funds Similar to GOLDEN ROAD ADVISORS

13F Portfolio OverlapQ2 2026GOLDEN ROAD ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

GOLDEN ROAD ADVISORS LLC is an institutional investor managing $206M across 67 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 GOLDEN ROAD ADVISORS are ONE PLUS ONE WEALTH, Verus Financial Partners, Cobblestone Asset, with shared positions in $RJF, $MO, $PM, $IAU, $KLAC, $PLTR. The full ranking of 25 similar funds is below.

#1ONE PLUS ONE WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$RJF$MO$PM
$232M
92 positions
#2Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$MO$IAU$PM
$1.2B
127 positions
#3Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$MO$IAU$PM
$240M
74 positions
#4Forthright Family Wealth Advisory LLCActive
Some overlap · 3 shared positions
$MO$IAU$PM
$177M
57 positions
#5Philadelphia Investment Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$IAU$PLTR$PM$MO
$161M
189 positions
#6Mid-American Wealth Advisory Group, Inc.Active
Some overlap · 3 shared positions
$MO$IAU$PLTR
$277M
66 positions
#7Octavia Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MO$PM$PLTR
$1.2B
231 positions
#8TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$MO$PM$PLTR
$686M
151 positions
#9Fortune Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$KLAC$PM
$234M
163 positions
#10Smith Partners Wealth Management, LLCActive
Some overlap · 3 shared positions
$MO$RJF$PM
$126M
73 positions
#11Cedar Wealth Management, LLCActive
Some overlap · 3 shared positions
$MO$PM$IAU
$389M
92 positions
#12Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$MO$IAU$PM$KLAC
$319M
123 positions
#13Peterson Wealth ServicesPassive
Some overlap · 3 shared positions
$RJF$PM$PLTR
$459M
245 positions
#14Ellenbecker Investment GroupSmart money
Some overlap · 3 shared positions
$MO$PM$KLAC
$860M
149 positions
#15ETF Store, Inc.Passive
Some overlap · 3 shared positions
$MO$IAU$PLTR
$120M
114 positions
#16TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$PM$KLAC$MO
$134M
101 positions
#17Independent Solutions Wealth Management, LLCActive
Some overlap · 4 shared positions
$MO$PM$IAU$PLTR
$766M
194 positions
#18Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$MO$IAU$PM
$486M
249 positions
#19Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$IAU$PM$PLTR$MO
$251M
74 positions
#20Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MO$IAU$PLTR
$371M
142 positions
#21Optimist Retirement Group LLCActive
Some overlap · 3 shared positions
$MO$KLAC$PM
$259M
118 positions
#22MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$MO$IAU$PM
$130M
80 positions
#23COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MO$ZION$PM
$166M
88 positions
#24Storen Legacy Partners, LLCActive
Some overlap · 3 shared positions
$MO$IAU$PM
$367M
116 positions
#253Chopt Investment Partners, LLCPassive
Some overlap · 3 shared positions
$MO$KLAC$PM
$532M
274 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.