How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to GOULD ASSET

13F Portfolio OverlapQ2 2026GOULD ASSET portfolio →

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Most similar hedge funds by 13F overlap

GOULD ASSET MANAGEMENT LLC /CA/ is an institutional investor managing $635M across 176 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 GOULD ASSET are Henderson Brothers Financial Partners, PENOBSCOT WEALTH, RETIREMENT INCOME SOLUTIONS, with shared positions in $GLDM, $IAU, $MDY, $PEP, $MUFG, $MCD. The full ranking of 25 similar funds is below.

#1Henderson Brothers Financial Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $MDY $PEP

$211M

77 positions

#2PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 4 shared positions

$GLDM $IAU $MUFG $PEP

$374M

117 positions

#3RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 5 shared positions

$GLDM $MDY $IAU $MUFG $MCD

$581M

172 positions

#4Greenline Partners, LLCActive

Notable overlap · 5 shared positions

$GLDM $IAU $TRP $EPD $ENB

$983M

149 positions

#5CONTINUUM WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$GLDM $IAU $MDY $MCD

$296M

82 positions

#6Plum Street Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $MUFG

$313M

107 positions

#7Aureum Wealth Management, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $MUFG

$161M

62 positions

#8NOTTINGHAM ADVISORS, INC.Active

Some overlap · 3 shared positions

$GLDM $IAU $MUFG

$838M

122 positions

#9American Investment Services, Inc.Active

Some overlap · 3 shared positions

$GLDM $IAU $PEP

$473M

133 positions

#10Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$GLDM $IAU $PEP

$251M

74 positions

#11NavPoint Financial, Inc.Active

Some overlap · 3 shared positions

$GLDM $IAU $MCD

$270M

74 positions

#12Integrity Wealth Solutions LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $MDY

$271M

129 positions

#13Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $MCD

$412M

181 positions

#14Napier Financial, LLCActive

Some overlap · 3 shared positions

$GLDM $MDY $MUFG

$480M

472 positions

#15American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $MDY $MCD

$110M

56 positions

#16McAlvany Wealth Management LLCPassive

Some overlap · 4 shared positions

$GLDM $IAU $EPD $ENB

$134M

48 positions

#17Alliance Wealth Advisors, LLC /UTPassive

Some overlap · 4 shared positions

$GLDM $TXN $OKE $MCD

$530M

235 positions

#18Royal Harbor Partners, LLCActive

Some overlap · 4 shared positions

$GLDM $OKE $MCD $EPD

$323M

56 positions

#19Collaborative Wealth Managment Inc.Active

Some overlap · 4 shared positions

$GLDM $OKE $MCD $EPD

$238M

170 positions

#20RM Financial Services, LLCPassive

Some overlap · 3 shared positions

$GLDM $TXN $PEP

$135M

79 positions

#21SENTINEL PENSION ADVISORS, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $MCD

$762M

147 positions

#22Evernest Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $TXN $MCD

$478M

191 positions

#23Austin Wealth Management, LLCActive

Some overlap · 3 shared positions

$GLDM $TXN $EPD

$473M

126 positions

#24Bangor Savings BankActive

Some overlap · 3 shared positions

$GLDM $PEP $MCD

$1.4B

543 positions

#25Cassaday & Co Wealth Management LLCSmart money

Some overlap · 3 shared positions

$GLDM $PEP $MCD

$5.3B

1,313 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.